Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 58,076 $4.8M 0.31% -1,641 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 57,721 $4.77M 0.4% +20 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 57,674 $4.76M +36,507 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 57,289 $4.73M 0.1% +361 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 56,916 $4.7M 0.08% +257 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 56,352 $4.65M 0.84% +2,445 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 55,463 $4.58M 0.14% +15,062 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 55,128 $4.55M 0.46% -9 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 55,074 $4.55M 0.41% -1,586 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 55,048 $4.55M 0.58% +6,892 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 54,712 $4.52M 0.95% +6,992 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 54,412 $4.49M 3.63% -1,125 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 54,341 $4.49M 0.31% -2,141 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 54,174 $4.47M 2.02% -3,455 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 53,991 $4.46M 2.87% +1,181 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 53,284 $4.4M 1.08% -562 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 52,656 $4.35M 0.84% -850 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 52,523 $4.34M 0.18% -3,245 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 51,676 $4.27M 2.72% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 50,570 $4.25M +578 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,517 $4.17M 0.02% +6,809 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 50,417 $4.16M 0.03% +21,074 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 50,200 $4.15M 0.5% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 50,108 $4.14M 0.47% +680 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 50,052 $4.13M 0.74% +7,918 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 49,974 $4.13M 0.25% -62 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 49,678 $4.1M <0.01% +34,398 13F-HR Timeline Group PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 49,180 $4.06M 3.82% +2,481 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 49,015 $4.05M 0.03% +3,331 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 48,540 $4.01M 0.9% -4,330 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 48,321 $3.99M 0.54% +15,321 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 47,973 $3.96M 1.08% -2,031 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,870 $3.95M 0.1% -141 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 47,700 $3.94M 0.74% -4 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 47,551 $3.93M 0.62% -354 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 47,427 $3.92M 0.06% +4,892 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. 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More: the full row for Valmark Advisers, Inc. 32,564 $2.69M 0.03% +452 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 32,513 $2.68M 0.11% +1,738 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 32,351 $2.67M 0.68% -1,521 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 32,324 $2.67M <0.01% +2,194 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 31,960 $2.64M 0.02% -1,606 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 31,755 $2.62M 0.61% -3,086 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,648 $2.61M 0.04% +15,191 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 31,309 $2.59M 0.43% -425 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 30,952 $2.57M 2.04% -230 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 30,703 $2.54M 0.15% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 30,328 $2.5M 0.1% +167 13F-HR Timeline OARSMAN CAPITAL, INC. 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More: the full row for Essex Financial Services, Inc. 29,997 $2.48M 0.15% -681 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 29,945 $2.47M 0.12% +1,165 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 29,230 $2.41M 0.09% +3,814 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,102 $2.4M 0.02% +6,186 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 28,954 $2.39M 0.29% +18 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 28,905 $2.39M 1.84% -136 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 28,807 $2.37M 0.25% +3,504 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 30,425 $2.35M 1.08% -4,447 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 28,118 $2.32M 1.43% +2,228 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 28,000 $2.31M 0.06% +8,189 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 27,796 $2.3M 0.18% +610 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 27,722 $2.29M 0.96% +990 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 27,664 $2.28M 0.05% +3,416 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 27,515 $2.27M 0.73% +6,506 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,297 $2.25M 0.01% +2,240 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 27,021 $2.23M 0.1% -169 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 26,922 $2.22M 0.95% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 26,826 $2.22M 0.61% +1,485 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 26,785 $2.21M 0.18% -157 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 26,770 $2.21M 0.32% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 26,610 $2.2M 0.38% +3,745 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 26,222 $2.17M 0.22% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,163 $2.16M 0.1% -738 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 25,359 $2.09M <0.01% +1,435 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 24,864 $2.05M 0.9% -2,613 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,836 $2.05M 0.09% +1,034 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 24,717 $2.04M 0.37% +451 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,581 $2.03M 0.01% +2,981 13F-HR/A Timeline Donor Advised Charitable Giving, Inc. 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More: the full row for Bond & Devick Financial Network, Inc. 22,957 $1.9M 0.57% +265 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 22,712 $1.88M 0.4% -267 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22,483 $1.86M 0.12% -317 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 22,333 $1.84M 0.82% -214 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 21,450 $1.77M +2,679 Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 21,437 $1.77M 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,201 $1.75M 0.32% 0 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 20,981 $1.73M 0.24% -3,366 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,666 $1.71M 0.43% +9,065 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 20,574 $1.7M 0.12% +44 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. 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More: the full row for StoneX Group Inc. 19,728 $1.63M 0.07% -7,142 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 19,575 $1.62M 0.24% +1,665 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 19,407 $1.6M 0.04% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,290 $1.59M <0.01% +15,067 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,268 $1.53M 0.03% +3,460 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 18,540 $1.53M 0.76% +120 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 18,427 $1.52M 0.13% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18,298 $1.51M 0.55% +72 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 18,293 $1.51M 0.18% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 18,047 $1.49M 0.49% +123 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,902 $1.48M 0.18% -513 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,736 $1.46M 0.01% -41,157 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 17,657 $1.46M 0.2% -2,084 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,574 $1.45M 0.03% +1,894 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,498 $1.44M 0.16% +25 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,278 $1.43M 0.09% 0 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 17,114 $1.41M 0.85% +407 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,940 $1.4M 0.03% +1,062 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 16,923 $1.4M 0.37% -333 13F-HR Timeline Rooted Wealth Advisors, Inc. 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