Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 81,116 $4.87M 1.88% +39,131 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 80,930 $4.86M 3.12% -111 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 80,844 $4.85M 0.33% +4,341 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Cornerstone Management, Inc. 78,260 $4.7M 0.82% +582 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 78,204 $4.7M 1.19% -388 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 78,156 $4.69M 0.47% +2,170 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 77,691 $4.66M 1.7% +5,505 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 75,674 $4.65M 0.12% +13,376 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 76,350 $4.64M 2.96% +3,302 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 73,806 $4.58M +26,018 Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 76,099 $4.57M 0.36% +37,678 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 75,913 $4.56M 0.65% +2,477 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 75,454 $4.53M 0.26% -7,508 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 75,350 $4.52M <0.01% +14,416 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 74,888 $4.5M 0.94% -2,602 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 74,876 $4.49M 2.11% +31,708 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 74,740 $4.49M 0.01% 0 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 74,131 $4.45M 0.2% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 73,818 $4.43M 0.04% +2,806 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 73,351 $4.4M 1.11% +5,743 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 73,275 $4.4M 1.48% -1,821 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 73,037 $4.38M 1.61% -503 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 72,954 $4.38M 0.2% +225 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 72,767 $4.37M 0.79% +296 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 72,506 $4.35M 0.1% -11,702 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 72,433 $4.35M 0.6% +1,198 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 72,352 $4.34M 2.47% -653 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 72,287 $4.34M 1.44% +39,650 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 72,091 $4.33M 0.72% -6,132 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 72,094 $4.33M 4.12% +2,409 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 71,625 $4.3M 3.02% +22,074 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 71,114 $4.27M 0.99% +701 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 71,059 $4.27M 1.95% -27,715 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 70,916 $4.26M 1.22% +51,497 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 70,681 $4.24M 2.05% -1,051 13F-HR Timeline Exchange Capital Management, Inc. 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More: the full row for FEDERATED HERMES, INC. 70,200 $4.21M 0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 70,132 $4.21M 0.1% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 70,098 $4.21M 0.15% -12,364 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 70,084 $4.21M 0.92% +12,982 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 69,835 $4.19M 0.24% +515 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 69,555 $4.18M 2.72% -422 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 69,469 $4.17M 0.54% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 69,418 $4.17M 0.29% +4,418 13F-HR Timeline Group Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 69,305 $4.16M 4.32% +571 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 68,649 $4.12M 2.66% +40,925 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 68,410 $4.11M 0.09% +2,966 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 68,347 $4.1M 3.55% +3,422 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 68,194 $4.09M 0.09% +31,109 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 68,088 $4.09M 3.87% -1,757 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 67,800 $4.07M 0.87% -911 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 67,212 $4.03M 2.12% -650 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 67,180 $4.03M 1.86% +1,119 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 67,100 $4.03M 0.57% -1,737 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 67,002 $4.02M 2.28% +6,363 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 66,084 $3.97M 0.17% -1,201 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 66,042 $3.96M 0.44% -358 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 65,983 $3.96M 0.13% +56,756 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 65,680 $3.94M 1.83% +1,835 13F-HR Timeline LifePlan Investment Advisors, Inc. 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More: the full row for Compound Planning, Inc. 61,185 $3.67M 0.14% -7,352 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 60,682 $3.64M 0.91% +31,931 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 60,364 $3.62M 0.98% +384 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 60,323 $3.62M 1.24% +578 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 56,949 $3.62M 0.77% -10,604 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 60,222 $3.62M 0.35% +1,121 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 59,886 $3.59M 0.75% +349 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 59,800 $3.59M 2.73% +16,628 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 59,616 $3.58M 1.85% -735 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 59,501 $3.57M 0.04% -14,905 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 59,126 $3.55M 0.16% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 58,963 $3.54M 0.09% +8,592 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 58,775 $3.53M 1.82% -802 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 58,774 $3.53M 0.16% -14,008 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 58,221 $3.5M 1.97% +4,820 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 58,064 $3.49M 0.06% +4,857 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 57,987 $3.48M 0.33% -5,682 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 57,860 $3.47M 0.01% -14,444 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 57,800 $3.47M 0.01% 0 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 57,612 $3.46M 0.42% +1,910 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 56,840 $3.43M 1.71% +20,072 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 57,065 $3.43M 0.08% +14,586 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 56,858 $3.41M 0.62% +1,226 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 56,704 $3.4M 1.69% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 56,547 $3.39M 0.13% +3,764 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 56,496 $3.39M 1.63% -10,948 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 56,265 $3.38M 0.88% -1,077 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 56,064 $3.37M 0.04% -692 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 55,894 $3.36M 0.18% +4,613 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 55,881 $3.35M 0.45% -1,660 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 55,736 $3.35M 0.34% -1,165 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 55,507 $3.33M 0.06% +46,402 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 55,502 $3.33M 1.32% -1,121 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 55,447 $3.33M 0.64% -968 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 55,337 $3.32M 0.22% -4,705 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 54,963 $3.3M 0.04% +11,582 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 54,680 $3.28M 0.11% -11,537 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 54,677 $3.28M 0.25% +7,826 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 54,586 $3.28M 0.73% -2,702 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 54,545 $3.27M 1.38% +583 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 54,330 $3.26M 0.32% +16,324 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 53,803 $3.25M 1.23% +25,913 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 53,881 $3.23M 1.06% +4,429 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 53,747 $3.23M 0.31% +5,899 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 53,691 $3.22M 0.14% +377 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 53,565 $3.22M 2.15% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 53,460 $3.21M 0.99% -3,704 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 53,437 $3.21M 0.39% -973 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 53,395 $3.21M 1.46% -1,050 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 53,007 $3.19M 1.14% +24,104 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 53,044 $3.18M 0.06% +12,994 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 52,764 $3.17M 0.01% +40,851 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 52,532 $3.15M 1.52% +12,825 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 51,989 $3.12M 0.02% +4,172 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 51,856 $3.11M 1.59% +11,595 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 51,795 $3.11M 1.17% -10,485 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 51,620 $3.1M 0.21% -95 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 51,596 $3.1M 0.23% -4,090 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 51,007 $3.06M 0.18% +4,533 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 50,790 $3.05M 1.29% -795 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 50,638 $3.04M 0.63% +24,555 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 50,603 $3.04M 0.36% +1,649 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 50,361 $3.02M 0.39% -4,959 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 50,318 $3.02M 0.04% +29,068 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 50,313 $3.02M 3.21% +23,662 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 50,208 $3.01M 0.56% -8,050 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 49,964 $3M 0.14% +905 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 49,607 $2.98M 1.92% -2,875 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 49,453 $2.97M 0.04% +27,351 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 49,323 $2.96M 0.27% -1,130 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 49,377 $2.95M 0.08% -2,443 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 48,952 $2.94M 1.68% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 48,699 $2.92M 0.61% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 48,590 $2.92M 0.08% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 48,465 $2.91M 0.11% +5,195 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 48,293 $2.9M 0.61% +4,786 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 47,974 $2.88M 0.35% +1,374 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 47,801 $2.87M 0.1% +402 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 46,692 $2.8M 1.17% -2,399 13F-HR Timeline Wealth Dimensions Group, Ltd. 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