Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 61,891 $1.37M 0.16% -613 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61,307 $1.35M 0.12% -1,462 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 61,255 $1.35M 0.52% -188 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 61,119 $1.35M 0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 61,052 $1.35M 0.38% +18,119 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 60,837 $1.34M 0.05% 0 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 60,588 $1.34M 1.35% -440 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 60,360 $1.33M 0.62% -323 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 60,236 $1.33M 0.19% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 60,118 $1.33M 0.36% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 59,024 $1.3M 0.19% +717 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 58,733 $1.3M 0.07% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 58,678 $1.3M 1.18% -1,254 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 58,654 $1.3M 0.09% -487 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 58,559 $1.29M 0.29% -956 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 58,530 $1.29M 0.92% -13,932 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 58,130 $1.28M 0.04% +7,378 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 57,882 $1.28M 0.73% -1,399 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 57,772 $1.28M 0.87% +328 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 57,112 $1.26M 0.31% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 56,171 $1.24M 1.06% -6,756 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 56,094 $1.24M 0.14% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 56,076 $1.24M 0.1% +11,550 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 55,796 $1.23M 0.02% +13,615 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 55,661 $1.23M 0.58% +3,043 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 55,676 $1.23M 0.44% -2,694 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 55,348 $1.22M <0.01% -10,076 13F-HR Timeline Group Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 55,101 $1.22M 0.59% -292 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 54,738 $1.21M 0.03% -123,719 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 54,494 $1.2M 0.03% +427 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 54,272 $1.2M 1.15% +476 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 54,115 $1.2M 0.59% -4,522 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 54,086 $1.2M 0.07% +21,801 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 53,852 $1.19M 0.45% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 60,273 $1.19M 1.7% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 53,516 $1.18M 0.01% -88 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 53,224 $1.18M 0.3% +2 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 53,118 $1.17M 0.06% +1,450 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 52,691 $1.16M 0.29% -431 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 52,458 $1.16M 0.81% -593 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 52,074 $1.15M 0.12% +22,084 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 52,084 $1.15M 0.1% +26,565 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 51,709 $1.14M 0.03% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51,539 $1.14M 0.05% -653 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 51,194 $1.13M 0.41% -3,619 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 51,136 $1.13M 0.11% -14,735 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 50,818 $1.12M 0.6% -1,846 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 50,201 $1.11M 0.25% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 50,131 $1.11M <0.01% -6,844 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 50,090 $1.11M 0.02% +36 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 50,068 $1.11M 0.47% -117 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 49,959 $1.1M 0.3% +8,190 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 49,778 $1.1M 0.7% -6,950 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 49,539 $1.09M 0.2% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 49,518 $1.09M 0.19% +564 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 48,935 $1.08M 0.18% +34 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 48,408 $1.07M 0.16% -3,562 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 48,144 $1.06M 0.13% +602 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 47,822 $1.06M 0.16% -1,886 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 47,521 $1.05M 0.05% -2,002 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 47,521 $1.05M 0.87% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 47,436 $1.05M 0.13% +37,853 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 47,112 $1.04M 0.02% +59 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 45,823 $1.04M 0.18% -1,056 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 46,869 $1.04M 0.13% +5,968 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 46,759 $1.03M 0.49% +2,570 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 46,427 $1.03M 0.02% +173 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 45,753 $1.01M 0.57% -10,058 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 45,247 $1000K 0.3% +3 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 45,246 $1000K 1.13% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 44,999 $994K <0.01% +9,824 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 44,980 $994K 0.19% -3,635 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 44,515 $984K 0.11% -3,086 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 44,331 $980K 0.25% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 44,472 $973K 0.85% +5,066 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 43,813 $968K 0.08% +8,995 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 43,553 $963K 0.82% -1,425 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 43,489 $961K 0.11% -2,123 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,285 $957K 0.01% -1,584 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 42,774 $945K 0.66% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 42,343 $936K 0.64% +1,157 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 41,930 $927K 0.06% +667 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 41,399 $915K 0.14% -10,922 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 41,394 $915K 0.46% +8,468 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 41,323 $913K 0.65% +322 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 41,191 $909K 0.48% -3,225 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 41,116 $909K 0.08% +12,884 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 45,886 $908K 0.19% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 41,053 $907K 0.05% -4,704 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 40,984 $906K 0.02% +2,481 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 40,959 $905K 0.24% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 40,784 $901K 0.21% -16,095 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 40,765 $901K 0.02% +5,613 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 40,650 $898K 0.21% -5,761 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 40,482 $895K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 40,472 $894K 0.55% +611 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 40,408 $893K 0.02% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 40,196 $888K 0.11% +2,783 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 40,100 $886K 0.12% -114,201 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 40,039 $885K 0.61% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 39,891 $882K 0.08% +259 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 39,849 $881K 0.02% +35,906 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 39,315 $879K 0.01% +7,860 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 39,724 $878K <0.01% +39,324 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 39,719 $877K 0.51% +61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 39,119 $865K 0.32% +331 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 39,049 $863K 0.71% -16,353 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 38,847 $859K 0.6% -919 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 38,843 $858K 0.02% +921 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38,746 $856K 0.16% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 38,743 $856K 0.62% -6,949 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 38,528 $851K 0.12% 0 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 38,367 $848K 0.17% -559 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 38,238 $845K 0.31% -856 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 38,026 $840K 0.01% -4,023 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 37,585 $831K 0.07% +10,429 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 37,567 $830K 0.53% -2,534 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 37,309 $825K 0.93% -6,971 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 37,098 $820K 0.22% +2,700 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 36,836 $815K 0.02% -1,839 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 36,590 $809K 0.08% -79 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 36,516 $807K 0.35% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 36,472 $806K 0.34% +11,247 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 36,307 $802K 0.42% -16 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 40,523 $802K 0.45% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 36,188 $800K 0.14% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 36,037 $796K 0.1% +3,981 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 35,960 $795K 0.43% +138 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 35,657 $788K 0.24% -341 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 35,390 $782K 0.58% +9,888 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 35,345 $781K 0.06% -2,201 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 35,283 $780K 0.4% -11,705 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 35,197 $778K 0.31% -154 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 35,114 $776K 0.02% +3,972 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 34,784 $769K 0.2% +225 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 34,670 $766K 0.07% -2,832 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 34,432 $761K 0.05% +6,181 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 34,188 $756K 0.57% +13,724 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 34,147 $755K 0.01% +3,646 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 34,119 $754K <0.01% +5,076 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 34,041 $752K 0.05% +140 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 33,940 $750K 0.56% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 33,879 $749K 0.6% -57 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 33,877 $749K 0.26% +355 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,856 $748K 0.05% +635 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 33,833 $748K 0.27% -513 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 33,736 $746K 0.7% -1,561 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 33,556 $742K 0.03% +96 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,460 $739K <0.01% +10,619 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 33,004 $729K 0.11% -19,388 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 32,745 $724K 0.05% -2,342 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 32,423 $717K 0.03% +2 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 32,330 $714K 0.04% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 32,317 $714K 0.14% +4,898 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 32,279 $713K 0.34% +10,286 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 31,925 $706K 0.79% -58 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 31,815 $703K 0.15% +2,197 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 31,775 $702K 0.22% +72 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 31,719 $701K 0.01% -82,292 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 31,509 $696K 0.11% +2,208 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 31,466 $695K 0.01% -528 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,318 $692K 0.02% +12,957 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 31,282 $691K 0.03% -7,871 13F-HR/A Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 31,198 $689K 0.3% +1,771 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 31,161 $689K 0.53% +187 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 31,156 $689K 0.47% -198 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 31,104 $687K 0.41% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 30,830 $681K 0.4% +199 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 30,640 $677K 0.19% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 30,579 $676K 0.02% -969 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 30,495 $674K 0.22% +515 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 30,487 $674K 0.14% +2,247 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 30,370 $671K 0.01% +135 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 30,225 $668K 0.01% +5,181 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 30,206 $668K 0.37% 0 13F-HR/A Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 30,174 $667K 0.54% +195 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 30,153 $666K 0.08% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 30,125 $666K 0.11% -181 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 30,000 $663K 0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 29,949 $662K 0.19% +1,319 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 29,670 $656K 0.06% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,498 $652K 0.02% +93 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 29,488 $652K 0.1% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 29,376 $649K 0.31% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 29,330 $648K 0.29% +14 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 29,254 $647K 0.2% +3,588 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 29,125 $644K 0.68% -5,141 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 29,094 $643K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 29,045 $642K 0.21% -217 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 28,868 $638K 0.07% -11,851 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 28,687 $634K 0.04% +1,019 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 28,686 $634K <0.01% 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 28,558 $631K 0.37% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 27,637 $631K 0.03% +4,960 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 28,431 $628K 0.41% +2,716 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 28,256 $624K 0.28% -681 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 28,079 $621K 0.41% -484 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 28,068 $620K 0.13% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 28,052 $620K 0.02% +69 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 28,000 $619K 0.04% 0 13F-HR Timeline