Summit Financial, LLC More: the full row for Summit Financial, LLC 270,136 $21.9M 0.32% -4,771 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 268,182 $21.8M 2.35% -50,440 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 266,327 $21.6M 0.17% +123,491 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 265,655 $21.6M 1.16% -3,414 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 262,168 $21.3M 1.42% -159,877 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 260,335 $21.1M 1.25% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 257,929 $20.9M 6.31% -15,430 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 256,774 $20.8M 0.1% -55,340 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 255,500 $20.7M 0.09% -3,241 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 252,938 $20.5M 1.13% -269 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 252,905 $20.5M 0.11% -17,549 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 252,516 $20.5M +3,414 Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 252,408 $20.5M 3.7% -862 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 249,090 $20.2M 7.09% +3,555 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 248,386 $20.2M 2.96% -14,502 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 248,159 $20.1M 1.91% -27,341 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 247,652 $20.1M 0.27% -9,764 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 244,500 $19.8M 0.16% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 238,258 $19.3M 4.12% -3,118 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 238,079 $19.3M 6.57% -3,043 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 237,730 $19.3M 0.27% +30,492 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 236,415 $19.2M 0.94% +99,606 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 229,901 $18.7M 3.87% -6,945 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 228,581 $18.6M 0.21% +3,685 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 228,306 $18.5M 2.4% +7,665 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 227,077 $18.4M 4.28% -8,071 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 221,105 $17.9M 0.5% +5,212 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 220,691 $17.9M 3.81% +34,832 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 214,783 $17.4M 1.19% -4,004 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 212,044 $17.2M 5.7% +4,921 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 208,763 $16.9M 6.13% -18,198 13F-HR Timeline Fore Capital, LLC More: the full row for Fore Capital, LLC 208,000 $16.9M 22.32% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 206,836 $16.8M 0.11% -548 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 206,701 $16.8M 0.32% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 206,671 $16.8M 2.34% -8,975 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 206,480 $16.7M 0.09% +16,429 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 204,583 $16.6M 0.61% -2,445 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 203,598 $16.5M 2.51% +3,588 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 203,287 $16.5M 0.34% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 202,811 $16.5M 1.36% -1,859 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 202,434 $16.4M 1.21% -2,312 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 201,247 $16.3M 5.88% +555 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 200,903 $16.3M 0.02% +1,394 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 199,719 $16.2M 4.63% -3,944 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 197,895 $16.1M 4.24% -779 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 197,853 $16.1M 9.87% +393 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CSS LLC/IL More: the full row for CSS LLC/IL 197,260 $16M 0.9% +12,020 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 194,556 $15.8M 9.56% -23,486 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 188,643 $15.3M 0.92% +33,790 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 187,171 $15.2M 0.15% +14,505 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 186,755 $15.2M 0.25% +47,534 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 186,460 $15.1M 2.89% -542 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 186,414 $15.1M 1.4% -4,412 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 186,346 $15.1M 8.13% +4,062 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 185,956 $15.1M 9.2% -16,712 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 185,699 $15.1M 15.76% -1,037 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 182,026 $14.8M 1.56% -8,834 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 181,781 $14.8M +1,521 Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 181,106 $14.7M 3.47% -4,999 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 180,124 $14.6M 0.24% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 177,693 $14.4M 6.76% +12,085 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 177,045 $14.4M 1.83% -490 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 176,175 $14.3M 0.95% -8,063 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 176,107 $14.3M 0.74% -6,234 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 175,642 $14.3M 5.93% +2,838 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 175,207 $14.2M 0.28% 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 173,778 $14.1M 0.39% +387 13F-HR/A Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 161,898 $14M 1.25% -795 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 172,493 $14M 0.03% -164,810 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 171,575 $13.9M 0.15% +44,942 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 171,173 $13.9M 0.4% -262,353 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 170,899 $13.9M 0.08% -1,151 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 170,835 $13.9M 0.11% -251,989 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 170,628 $13.8M 0.8% -818 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 159,967 $13.8M +47,403 Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 169,274 $13.7M 3.05% -8,334 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 168,524 $13.7M 4.56% +8,209 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 168,360 $13.7M 1.17% -1,376 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 167,762 $13.6M 6.96% 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 167,467 $13.6M 11.02% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 166,259 $13.5M 2.02% +16,453 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 70,432 $13.5M 6.89% +9,507 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 165,718 $13.5M 2.01% +7,727 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 164,195 $13.3M 0.3% +33,957 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 162,297 $13.2M 2.02% -6,069 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 162,082 $13.2M 0.28% +22,038 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 161,869 $13.1M 10.28% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 161,536 $13.1M 0.22% -38,921 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 159,686 $13M 0.18% +69 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 159,116 $12.9M 10.24% -955 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 156,752 $12.7M 2.12% -1,006 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 154,869 $12.6M 5.84% -23,865 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 154,247 $12.5M 1.5% -85 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 153,998 $12.5M 0.14% +2,561 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 152,180 $12.4M 1.17% +21,350 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 141,357 $12.3M 1.87% -5,076 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 149,479 $12.2M 2.43% 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 148,873 $12.1M 2.19% -2,997 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 147,484 $12M 1.17% -3,191 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 147,134 $11.9M 4.56% +13,093 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 146,836 $11.9M 0.61% -6,248 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 146,475 $11.9M 0.15% +237 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 146,000 $11.9M 1.86% -10,798 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145,203 $11.8M 1.33% +3,135 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 145,028 $11.8M 1.53% +1,477 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 144,907 $11.8M 2.9% -9,530 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 143,426 $11.6M 0.39% +34,855 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 143,416 $11.6M 5.97% -4,832 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 143,370 $11.6M 4.55% +896 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 143,183 $11.6M 1.81% -4,703 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 142,884 $11.6M 0.16% -15,658 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 142,714 $11.6M 1.01% -4,067 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 141,905 $11.5M 0.04% +1,734 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 141,610 $11.5M 8.82% -10,919 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 139,968 $11.4M 7.88% -10,022 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 139,884 $11.4M 2.4% +3,350 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 137,928 $11.2M 0.2% +48,797 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 137,269 $11.1M 0.23% -49,470 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 136,998 $11.1M 1.4% +23,921 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 135,608 $11M 0.05% 0 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 134,802 $10.9M 0.65% -2,129 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 132,637 $10.8M 2.7% -3,048 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 131,656 $10.7M 0.35% +7,499 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 130,858 $10.6M 0.15% +19,777 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 133,450 $10.5M 4.2% -990 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 128,357 $10.4M 0.31% +2,948 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 128,126 $10.4M 1.61% -3,761 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 122,605 $10.4M 0.22% +19,140 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 127,484 $10.3M 1.98% +7,517 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 126,940 $10.3M 6.04% -517 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 126,824 $10.3M 3.04% -1,272 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 125,967 $10.2M 3.71% -10,027 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 124,996 $10.1M 0.17% +29,001 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 124,778 $10.1M 1.92% -5,717 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 123,971 $10.1M 2.99% +4,722 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 123,785 $10M 2.79% -215 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 123,632 $10M 0.38% +3,335 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 123,571 $10M 0.31% -4,264 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 123,047 $9.99M 2.41% -1,936 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 122,956 $9.98M 4.02% +2,578 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 122,904 $9.98M 2.02% -2,073 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 122,621 $9.95M 1.48% +1,012 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 121,576 $9.87M 0.5% -704 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 121,555 $9.87M 0.23% -101 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 120,212 $9.76M 1.33% -1,027 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 118,971 $9.66M 1.96% -217 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 118,348 $9.61M 3.49% -1,189 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $9.55M 4.05% -122,322 13F-HR Timeline Amount filed as zero, left out of ratios. Avestar Capital, LLC More: the full row for Avestar Capital, LLC 117,352 $9.53M 0.65% +13,072 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 117,141 $9.51M 0.24% -9,039 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 116,582 $9.46M 0.49% -8,780 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 116,192 $9.43M 0.77% +3,924 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 115,915 $9.41M 0.02% -8,495 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 115,620 $9.38M 0.89% +30 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 115,444 $9.37M 2.34% -569 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 114,750 $9.31M 5.51% +6,408 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 114,137 $9.26M 7.77% 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 113,927 $9.25M 3.29% -5,366 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 112,747 $9.15M 0.1% -3,487 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 112,495 $9.13M 2.89% -4,839 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 112,053 $9.1M <0.01% +13,538 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 111,247 $9.07M 2.64% -3,845 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 111,189 $9.03M 1.21% -7,139 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 110,805 $8.99M 4.31% +6,874 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 110,059 $8.93M 2.38% -2,407 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 109,604 $8.9M 0.18% +17,518 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 104,759 $8.89M 4.73% -34,798 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 107,106 $8.69M 0.13% +24,340 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 106,657 $8.66M 1.83% -2,331 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 106,566 $8.65M 0.8% +10,810 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 106,384 $8.64M 0.19% -14,215 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 105,966 $8.6M 1.39% +45,095 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 105,787 $8.59M 1.72% +2,653 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 105,560 $8.57M 3.41% -24,499 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 105,038 $8.53M 2.53% -667 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 104,642 $8.49M 1.01% -24,917 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 98,209 $8.48M 1.72% +20,722 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 104,003 $8.44M 4.09% -5,262 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 103,421 $8.39M 1.66% -10,844 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 102,875 $8.35M 6.29% 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 102,796 $8.34M 0.22% -1,299 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 102,250 $8.3M 1.93% -25,959 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 102,160 $8.29M 2.5% -4,062 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 101,887 $8.27M 1.17% +1,376 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 101,855 $8.27M 0.2% +25,147 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 101,817 $8.26M 1.07% -2,059 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 101,644 $8.25M 0.61% +16,472 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 101,536 $8.24M 5.18% -9,127 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 101,297 $8.22M 0.82% +1,943 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 101,062 $8.2M 0.65% -1,672 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 100,778 $8.18M 0.16% +11,978 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100,187 $8.13M 0.43% +642 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 100,000 $8.12M 2.68% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 99,834 $8.1M 0.93% -29,311 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 99,138 $8.05M 3.12% -11,975 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 98,923 $8.03M 7.33% -7,775 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 98,613 $8M 0.13% +8,417 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 97,265 $7.89M 0.95% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 96,888 $7.86M 1.33% +103 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 95,138 $7.77M 0.1% -7,513 13F-HR Timeline