TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 240,881 $21.2M 1.02% +4,466 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 240,561 $21.2M 1.13% -19,774 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 240,521 $21.2M 5.14% +13,444 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 236,845 $20.9M 7% -12,245 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 236,663 $20.9M 5.91% -61,513 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 236,569 $20.9M 6.81% -1,510 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 235,289 $20.7M 6.15% -22,640 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 234,338 $20.7M 0.55% -86,371 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 233,729 $20.6M 2.94% -14,657 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 231,074 $20.4M 0.1% -25,700 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 225,847 $19.9M 0.55% +4,742 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 221,080 $19.5M 4.25% -17,178 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 216,665 $19.1M 0.25% -21,065 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 216,474 $19.1M 0.38% -131,461 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 215,168 $19M 3.72% -14,733 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 213,063 $18.8M 5.54% -57,735 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 212,782 $18.8M 2.19% -55,400 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 212,540 $18.7M 3.24% -39,868 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 212,251 $18.7M 0.58% -52,013 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 211,599 $18.7M 0.11% -54,728 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 209,616 $18.5M 0.03% +8,713 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 208,507 $18.4M 2.36% -19,799 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 206,708 $18.2M 0.03% +34,215 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 206,417 $18.2M 0.12% -419 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 205,916 $18.2M 0.33% -785 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 205,656 $18.1M 1.73% +168,751 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 205,299 $18.1M 2.79% +1,701 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 203,770 $18M 0.09% -2,710 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 203,133 $17.9M 1.49% +322 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 200,040 $17.6M 0.98% +2,780 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 197,403 $17.4M 6.05% -11,360 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 194,691 $17.2M 3.21% -105,999 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 193,568 $17.1M 2.37% -13,103 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 187,221 $16.5M 0.16% +50 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 186,996 $16.5M 7.25% +9,303 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 186,995 $16.5M 8.3% +649 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 185,366 $16.3M 0.72% -193,172 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 184,360 $16.3M 0.85% -68,578 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 184,324 $16.3M 4.46% -13,571 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 182,860 $16.1M 4.61% -16,859 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 181,588 $16M 17.58% -4,111 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 181,387 $16M 1.19% -21,047 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 181,382 $16M 6.3% -19,865 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 179,804 $15.9M -1,977 Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 177,975 $15.7M 5.25% -253,622 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 176,200 $15.5M 6.95% +558 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 175,659 $15.5M 9.98% -18,897 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 175,309 $15.5M 1.7% -6,717 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 174,669 $15.4M 1.07% -40,114 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 172,856 $15.2M 0.25% -13,899 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 172,679 $15.2M 0.01% +60,626 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 172,049 $15.2M 3.6% -9,057 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 171,740 $15.1M 0.32% -3,467 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 167,790 $14.8M 2.17% +2,072 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 166,157 $14.6M 1.2% -2,203 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 165,164 $14.6M 3.05% -4,110 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 161,515 $14.2M 0.03% -266,962 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 160,326 $14.1M 4.49% -8,198 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 160,108 $14.1M 11.35% +992 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 159,397 $14.1M 0.09% -268,610 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 159,293 $14M 0.23% +22,024 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 159,080 $14M 8.28% -26,876 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 157,102 $13.9M 11.08% -10,365 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 155,781 $13.7M 0.17% +9,306 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 154,264 $13.6M 0.77% +73,831 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 154,152 $13.6M 0.5% -50,431 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 153,554 $13.5M 1.65% -693 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 151,645 $13.4M 1.99% -10,652 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 151,302 $13.3M 0.31% -151,936 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 151,124 $13.3M 0.21% -10,412 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 150,341 $13.3M 6.07% -4,528 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 149,964 $13.2M 0.39% 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 149,800 $13.2M 9.94% -12,069 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 149,400 $13.2M 2.32% +527 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 149,269 $13.2M 0.56% +25,637 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 148,000 $13M 4.36% -64,044 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 147,703 $13M 0.2% -11,983 13F-HR/A Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 146,705 $12.9M 1.57% +9,707 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 146,468 $12.9M 1.46% +1,265 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 146,271 $12.9M 4.86% -863 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 146,251 $12.9M 0.19% +15,393 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 144,050 $12.7M 1.93% -22,209 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 149,479 $12.7M 2.32% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 143,489 $12.7M 0.33% -30,289 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 142,136 $12.5M 2.89% -2,771 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 141,532 $12.5M 2.76% -79,159 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 141,477 $12.5M 1.99% +120 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 135,863 $12.4M 1.69% +8,379 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 139,709 $12.3M 0.05% -2,196 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 137,797 $12.1M 0.41% -5,629 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 135,910 $12M 0.48% -256,607 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 135,456 $11.9M 8.83% -6,154 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 135,446 $11.9M 0.41% -189,455 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 133,544 $11.8M 0.64% -13,292 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 133,472 $11.8M 3.11% +9,687 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 133,283 $11.8M 0.8% +15,931 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 132,995 $11.7M 0.32% +15,854 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 132,969 $11.7M 0.06% -119,936 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 132,898 $11.7M 9.91% +30,023 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 132,862 $11.7M 1.11% -53,552 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 131,805 $11.6M 5.84% -11,611 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 131,381 $11.6M 0.13% -97,200 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 131,038 $11.6M 4.62% -12,332 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 130,749 $11.5M 0.96% -11,965 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 128,310 $11.4M 0.99% -33,588 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 129,807 $11.4M 4.65% +45,178 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 129,632 $11.4M 0.14% -24,366 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 129,077 $11.4M 2.24% -10,807 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 129,044 $11.4M 0.26% +40,128 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 132,503 $11.3M 4.26% -947 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 128,254 $11.2M 0.23% +5,649 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 126,607 $11.2M 3.52% -217 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 126,520 $11.2M 0.36% +103,473 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 126,267 $11.1M 7.73% -13,701 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 126,067 $11.1M 0.09% -44,768 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 125,483 $11.1M 0.25% -38,712 13F-HR/A Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $11.1M 6.61% -126,940 13F-HR Timeline Amount filed as zero, left out of ratios. Twin Tree Management, LP More: the full row for Twin Tree Management, LP 125,168 $11M 2.32% new 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 124,405 $11M 0.03% +8,490 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 123,968 $10.9M 0.02% +102,068 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 123,567 $10.9M 2.77% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 123,121 $10.9M 3.24% +10,626 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 121,970 $10.8M 2.56% -1,077 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 121,730 $10.7M 4.12% -1,226 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 121,602 $10.7M 2.11% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 147,440 $10.7M +73,369 Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 120,637 $10.6M 0.56% -55,470 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 120,242 $10.6M 5.46% +5,492 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 120,094 $10.6M 0.33% -8,263 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 119,941 $10.6M 2.6% +4,497 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 119,066 $10.6M 0.3% +51,182 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 119,780 $10.6M 3.69% -6,187 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 118,869 $10.5M 5.91% -78,984 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 118,391 $10.4M 3.68% +43 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 118,050 $10.4M 0.55% -3,526 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 117,815 $10.4M 1.54% -25,368 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 116,260 $10.2M 0.04% +13,376 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 115,882 $10.2M 3.08% -8,089 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 115,740 $10.2M 1.12% +120 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 115,195 $10.2M 1.4% -5,017 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 118,274 $10.1M -41,693 Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 114,676 $10.1M 1.42% +8,710 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 114,433 $10.1M 0.23% -7,122 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $10.1M 4.37% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 110,073 $9.76M 7.78% -4,064 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 110,018 $9.7M 0.16% +414 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 109,312 $9.64M 6.43% +39,349 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 109,260 $9.63M 0.07% +16,565 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 109,200 $9.63M 1.46% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 109,094 $9.62M 0.68% +22,938 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 108,996 $9.61M 2.01% +2,339 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 108,281 $9.55M 3.31% -5,646 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 107,808 $9.5M 0.22% +1,424 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 106,926 $9.43M 0.72% -9,266 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 106,317 $9.37M 5.36% -61,445 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 106,252 $9.36M 0.49% -10,330 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 105,430 $9.29M 2.63% +392 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 105,299 $9.28M 1.9% -488 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 105,150 $9.27M 8.23% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 104,816 $9.24M 0.97% -1,750 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 104,155 $9.18M 1.22% +2,268 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 104,708 $8.93M 2.48% -6,539 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 101,021 $8.91M 0.88% -46,463 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 100,929 $8.9M 3.4% -4,631 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 100,804 $8.89M 4.77% +100,280 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 100,671 $8.88M 0.12% -42,213 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 100,012 $8.82M 1.7% -86,448 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 100,000 $8.82M 3.32% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 99,896 $8.81M 3.38% +5,259 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 99,834 $8.8M 0.95% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 99,684 $8.79M 0.46% -503 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 99,550 $8.78M 0.01% +7,419 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 99,418 $8.76M 0.87% +3,985 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 99,294 $8.75M 1.71% -19,677 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 98,254 $8.66M 4.16% -5,749 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 97,986 $8.64M 0.65% -3,076 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 97,717 $8.61M 0.14% -896 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 97,464 $8.59M 0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 96,433 $8.5M 0.24% -74,740 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 96,218 $8.48M 0.62% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 95,546 $8.42M 1.95% -2,663 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 94,979 $8.37M 7.7% -3,944 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 94,707 $8.35M 0.48% -93,936 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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