Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 71,058 $6.01M 2.42% +3,282 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 70,518 $5.97M 0.19% -94,244 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 70,243 $5.95M 0.22% +61 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 69,314 $5.87M 0.81% +55,449 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 68,721 $5.82M 0.65% +10,424 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 68,019 $5.76M 3.07% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 67,351 $5.71M 0.06% +5,547 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 65,848 $5.57M +3,582 Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 65,345 $5.53M 0.36% +11,004 13F-HR/A Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 64,855 $5.49M 3.41% -10,255 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 64,078 $5.42M 0.4% -725 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 63,684 $5.39M 0.2% -2,036 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 63,165 $5.35M 0.5% +2,854 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 62,851 $5.32M 0.51% -324 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 59,520 $5.04M 0.88% +3,168 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 59,505 $5.04M 1.74% -3,215 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 58,972 $4.99M 0.3% +896 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 55,423 $4.93M 3.04% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 58,209 $4.93M 2.05% -4,002 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 55,323 $4.88M 0.28% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 57,235 $4.84M 2.04% -84,034 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 57,191 $4.84M 2.74% +3,200 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 56,955 $4.82M 3.84% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 56,940 $4.82M 0.39% -781 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 56,928 $4.82M 0.57% +1,880 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 56,647 $4.79M 0.1% -269 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 56,240 $4.76M 4.51% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 56,133 $4.75M 0.35% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 56,019 $4.74M 0.1% -1,270 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 55,093 $4.66M 0.13% +12,853 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 54,239 $4.59M 0.01% +8,307 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 54,144 $4.58M 0.8% +1,488 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 53,975 $4.57M 3.48% -437 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 53,651 $4.54M 0.4% -1,423 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,251 $4.51M 0.02% +2,734 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 53,248 $4.51M 0.03% +4,233 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 53,225 $4.5M +42,419 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 52,848 $4.47M 0.11% +4,978 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 52,264 $4.42M 0.92% -2,448 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 51,975 $4.4M 3.99% +2,795 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 51,941 $4.4M 0.47% +1,833 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 51,676 $4.37M 2.44% 0 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 50,846 $4.3M -6,828 Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 50,780 $4.3M 0.96% +2,240 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 50,472 $4.27M 0.08% new 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 50,225 $4.25M 0.25% +251 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 50,146 $4.24M 0.03% -271 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 50,046 $4.24M 0.74% -6 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 49,482 $4.19M 0.24% +2,309 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 48,131 $4.07M 0.62% +580 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 47,989 $4.06M 2.54% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,914 $4.06M 0.18% -4,609 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 46,866 $3.97M 0.35% +724 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 46,808 $3.96M 3.29% -568 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 46,669 $3.95M 0.01% -262 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 46,605 $3.94M 0.71% -1,095 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 46,358 $3.92M 0.79% +4,555 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,080 $3.9M 0.02% +1,595 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 45,067 $3.81M 1.04% -2,906 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 44,760 $3.79M 0.43% -5,440 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 44,731 $3.79M 0.32% -903 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 44,353 $3.77M 0.05% +6,973 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44,381 $3.76M 0.2% +3,434 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 44,354 $3.75M 0.8% +2,625 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 41,570 $3.71M 0.09% +582 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 43,489 $3.68M 0.12% +2,094 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 43,479 $3.68M 0.05% -1,163 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 43,322 $3.67M 0.05% +1,431 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 43,000 $3.64M 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 42,840 $3.63M 0.1% -12,623 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 42,646 $3.61M 0.84% +3,768 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 42,618 $3.61M 0.99% +4,466 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,186 $3.57M 0.03% +610 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 41,772 $3.54M 0.46% -418 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 41,674 $3.53M 0.07% +69 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 41,555 $3.52M 0.3% -10 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 41,544 $3.52M 0.38% -1,444 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 41,439 $3.51M 0.13% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 41,243 $3.49M 0.13% -4,747 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 40,775 $3.45M 0.21% -4,340 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 40,665 $3.44M 0.03% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 40,631 $3.44M 1.06% -7 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 39,937 $3.38M 0.45% +1,532 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 39,744 $3.36M 1.62% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 39,575 $3.35M 0.57% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 39,457 $3.34M 0.16% +6,944 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 39,268 $3.32M 2.98% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 38,826 $3.29M 0.53% -192 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 38,638 $3.27M 0.12% +8,310 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 38,617 $3.27M 0.32% -3,933 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 38,017 $3.22M <0.01% -11 13F-HR Timeline Group Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 37,979 $3.21M 2.85% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 37,958 $3.21M 0.51% +64 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 37,521 $3.19M 0.31% +8,714 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 37,518 $3.18M 0.24% +135 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,436 $3.17M 0.16% +28 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 37,191 $3.15M 0.97% +144 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 37,107 $3.14M 0.17% +1,955 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 35,741 $3.03M 1.29% -18,433 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 35,487 $3M 0.25% +1,493 13F-HR/A Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 35,382 $2.99M 0.35% -540 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 35,189 $2.98M 0.21% -607 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 35,057 $2.97M 1.86% +25,640 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 34,581 $2.93M 0.67% +182 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 34,512 $2.92M 0.58% +973 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 32,456 $2.91M 1.18% -7,194 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,350 $2.91M 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 34,210 $2.9M 0.02% +1,007 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 33,720 $2.85M 0.68% +1,369 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 33,566 $2.84M 0.04% +1,002 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 33,443 $2.83M 1.37% +3,122 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 33,334 $2.82M 0.72% -1,134 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 32,891 $2.78M 1.56% +4,773 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 32,736 $2.77M 0.02% +15,000 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 32,575 $2.76M 0.01% 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 32,541 $2.75M 0.68% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 32,226 $2.73M 0.09% -1,311 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 32,131 $2.72M 0.02% +171 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 31,859 $2.7M 0.34% +28,018 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 31,790 $2.69M 2.77% 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 31,612 $2.68M 0.6% -143 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 31,573 $2.67M 0.15% -1,615 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 31,530 $2.67M 0.89% -3,663 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 31,216 $2.64M 0.88% +6,849 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 31,100 $2.63M 0.2% +3,304 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 31,059 $2.63M 0.15% +1,062 13F-HR Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 30,952 $2.62M 2% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 30,900 $2.62M 0.01% +26,451 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 30,704 $2.6M 0.15% +1 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 30,438 $2.58M <0.01% -1,886 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 30,261 $2.56M 0.32% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 30,258 $2.56M 0.33% -66 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 30,001 $2.54M 0.41% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 29,986 $2.54M 0.12% +41 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,929 $2.53M 0.01% +827 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 29,812 $2.52M 1.12% +2,090 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 29,253 $2.48M 0.86% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 29,092 $2.46M 0.08% -138 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 28,970 $2.45M 0.29% +16 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 28,901 $2.45M 0.28% +2,291 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 28,472 $2.41M 0.06% +472 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 28,278 $2.39M 1.8% -627 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 28,037 $2.37M 0.63% +1,211 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 28,035 $2.37M 0.11% +3,199 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 27,751 $2.35M 0.43% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 27,446 $2.32M <0.01% +2,087 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,445 $2.32M 0.01% +148 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 27,179 $2.3M 0.66% -336 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 27,048 $2.29M 0.24% +7,241 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 26,922 $2.28M 0.96% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 26,770 $2.27M 0.32% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 26,732 $2.26M 0.1% -289 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,681 $2.26M 0.1% +518 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,491 $2.24M 0.18% -3,568 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 26,328 $2.23M 1.01% +3,995 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 25,652 $2.17M 0.22% -570 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 25,606 $2.17M 0.91% -4,819 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,406 $2.15M <0.01% +6,116 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 24,981 $2.11M 0.87% +117 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 24,957 $2.11M 0.05% +457 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 24,841 $2.1M 0.17% -1,944 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 24,316 $2.06M +2,866 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,258 $2.05M 0.02% 13F-HR/A Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 24,142 $2.04M 0.73% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,116 $2.04M 0.14% +442 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 24,089 $2.04M 0.38% -628 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 23,888 $2.02M 0.2% -31,240 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 23,815 $2.02M 0.2% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 23,759 $2.01M 0.1% -359 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 23,718 $2.01M 0.17% +39 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 23,606 $2M 1.05% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 23,543 $1.99M 0.12% -230,880 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,203 $1.96M 0.01% +55 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 23,118 $1.96M 0.33% -8,191 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 23,075 $1.95M 0.55% +118 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 23,038 $1.95M 0.01% -811 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,133 $1.87M 0.01% -2,448 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 22,004 $1.86M 0.4% +1,338 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,001 $1.86M 0.04% +18,879 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,916 $1.85M 0.12% -567 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 21,865 $1.85M 0.37% -847 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 21,821 $1.85M 0.03% +384 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,419 $1.81M 0.18% +218 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 21,328 $1.81M 0.14% -2,917 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 21,298 $1.8M 0.39% +880 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,261 $1.8M 0.04% +10,944 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 21,233 $1.8M <0.01% +12,731 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,161 $1.79M 0.04% +2,893 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 21,024 $1.78M 0.24% +43 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,719 $1.75M 0.06% +5,020 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 20,576 $1.74M 0.12% +2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,426 $1.73M 0.62% +2,128 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 20,302 $1.72M 0.63% -61 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 20,116 $1.7M 0.47% +2,069 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 19,763 $1.67M 1.67% +29 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 19,752 $1.67M 0.22% +2,095 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,412 $1.64M 0.07% -316 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 19,047 $1.61M 0.77% +507 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,002 $1.61M 0.03% +9,703 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 18,915 $1.6M 0.41% +1,992 13F-HR Timeline