Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 100,195 $3.07M 1.51% +6,776 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 100,122 $3.07M 0.62% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 98,665 $3.03M 0.48% +1,580 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 97,971 $3.01M 0.27% -14,803 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 93,651 $3M 1.92% +4,375 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 97,300 $2.99M 5.28% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 97,204 $2.98M 0.65% +54 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 96,260 $2.95M 0.06% +15,313 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 94,255 $2.94M 0.07% +11,354 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 95,562 $2.93M 0.33% -2,931 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 95,361 $2.93M 0.09% +8,033 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 93,918 $2.88M 0.71% -8,935 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 93,529 $2.87M 0.02% -8,427 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 92,285 $2.83M 0.78% -1,180 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 92,269 $2.83M 0.12% -1,534 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 92,135 $2.83M 0.27% -14,023 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 91,167 $2.8M 1.84% +632 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 89,185 $2.74M 0.36% -2,050 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 88,469 $2.71M 1.2% -842 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 88,055 $2.7M 0.16% +2,573 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 85,110 $2.61M 1.13% +26 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 85,085 $2.61M 0.01% -2,287 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 84,501 $2.59M 0.36% +1,936 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 84,108 $2.58M 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 83,917 $2.57M 0.03% -5,251 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 83,884 $2.57M 0.67% -159 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 83,655 $2.57M 0.18% +4,920 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 83,384 $2.56M 0.3% +42,972 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 83,072 $2.55M 0.14% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 83,000 $2.55M 0.05% new 13F-HR Timeline Group Econ Financial Services Corp More: the full row for Econ Financial Services Corp 81,523 $2.5M 1.29% -8,554 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 81,278 $2.49M 1.81% -10,223 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 80,523 $2.49M 0.95% +3,725 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 79,840 $2.49M 0.09% +75 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 80,721 $2.48M 0.62% +29,935 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 80,073 $2.46M 0.01% +15,995 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 79,927 $2.45M 0.2% +1,974 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 79,275 $2.43M 0.07% +5,473 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 79,150 $2.43M 0.21% -1,202 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 78,917 $2.42M 0.16% -24,701 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 77,391 $2.41M 0.71% -57 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 78,382 $2.4M 0.75% -10,372 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 77,243 $2.37M 0.08% +8,000 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 76,908 $2.36M 0.16% -1,112 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 76,780 $2.36M 0.08% +1,741 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 76,421 $2.34M 0.99% -2,882 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 76,353 $2.34M 0.06% -82,091 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 76,279 $2.34M +17,381 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 75,198 $2.31M 0.03% +2,399 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 75,098 $2.3M 0.42% -345 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 74,862 $2.3M 0.04% +5,232 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 74,605 $2.29M 0.03% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 73,614 $2.26M 0.4% +1,000 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 72,435 $2.22M 1.15% +550 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 71,258 $2.19M <0.01% -421 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 71,158 $2.18M 0.48% -131,749 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 71,139 $2.18M 2.21% +2,060 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 70,879 $2.17M 1.55% -37,475 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 70,672 $2.17M 0.02% -7,452 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 69,909 $2.14M 0.09% -888 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 69,413 $2.13M 1.53% +10,595 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 69,402 $2.13M 0.33% +72 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 68,838 $2.11M 0.06% -1,179 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 68,598 $2.1M 0.06% +1,591 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 68,518 $2.1M 0.82% -153,373 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 67,980 $2.09M 1.23% -8,650 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 67,940 $2.08M 0.22% -35,987 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 66,886 $2.05M 0.23% -14,487 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 66,533 $2.04M 1.67% -3,364 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 66,495 $2.04M 0.29% -101,370 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 65,916 $2.02M 0.07% +1,185 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 65,033 $2M 0.68% -536 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 64,876 $1.99M 0.15% -1,849 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 64,408 $1.98M 0.18% -68,005 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 63,474 $1.95M 0.44% +2,256 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 63,242 $1.94M 0.2% 0 13F-HR Timeline HFG Advisors, Inc. 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COLE ADVISORS, INC. 58,829 $1.8M 0.04% -1,102 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 58,659 $1.8M 0.03% +2,885 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58,529 $1.8M 0.06% -552 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 58,381 $1.79M 0.08% +39,574 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 57,590 $1.77M 0.17% -29,070 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 56,757 $1.76M 0.05% +834 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 57,237 $1.76M 0.66% -126 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 57,063 $1.75M 1.04% -14,326 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 56,646 $1.74M 0.06% +35,096 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 56,344 $1.73M 0.03% -5,768 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 55,956 $1.72M 0.01% -48,524 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 53,882 $1.7M 0.81% -17,894 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 53,881 $1.65M 0.11% -330 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 52,751 $1.62M 0.16% -107 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 52,318 $1.61M 0.22% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 52,188 $1.6M 0.04% -143 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 51,746 $1.59M 0.02% -80,327 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 51,366 $1.58M 0.58% +1,934 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 50,283 $1.57M 0.03% +4,954 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 50,809 $1.56M 0.02% -6,057 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 50,500 $1.55M 0.98% +550 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 50,189 $1.54M 0.1% -141,839 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 49,970 $1.53M 0.27% -1,045 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49,609 $1.52M 0.04% +5,948 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 49,603 $1.52M 0.07% -109,755 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 41,450 $1.27M 0.68% -6,100 13F-HR Timeline STONEBRIDGE ADVISORS LLC More: the full row for STONEBRIDGE ADVISORS LLC 40,767 $1.25M 0.82% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 40,666 $1.25M 0.15% -2,149 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 40,003 $1.25M 0.66% -150 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 39,640 $1.24M 0.54% -9,783 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 39,965 $1.23M 0.01% +6,284 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 39,826 $1.22M 0.39% +530 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 39,614 $1.22M 0.23% -916 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 38,837 $1.19M 0.04% -2,302 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 38,444 $1.18M 0.01% -1,357 13F-HR/A Timeline Group North Forty Two & Co. 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