BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 84,427 $20M 9.58% +2,552 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 83,713 $19.8M 5.6% +373 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 81,694 $19.7M 0.53% +22,109 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 82,151 $19.5M 5.21% +3,660 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 81,174 $19.2M 2.1% -2,440 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 80,990 $19.2M 5.75% -705 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 79,327 $19.2M 3.97% +3,399 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 80,275 $19M 6.46% +972 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 79,841 $18.9M 1.25% +2,965 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 79,352 $18.8M 11.03% +2,922 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 78,906 $18.7M 1.41% +2,933 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 77,997 $18.5M 0.05% +9,787 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 78,252 $18.5M 5.37% +39,269 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 78,109 $18.5M 4.56% -2,411 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 77,248 $18.4M 0.89% +2,748 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 77,378 $18.3M 4.64% +4,439 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 77,285 $18.3M 0.7% +1,874 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 76,939 $18.2M 3.62% +2,898 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 74,542 $18.1M 2.99% -4,345 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 75,252 $17.8M 0.81% -49 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 75,125 $17.8M -8,498 Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 74,960 $17.8M 4.64% +2,332 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 74,956 $17.8M +1,921 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 74,214 $17.6M 0.56% +2,020 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 74,160 $17.6M 0.14% +7,626 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 72,525 $17.2M 1.53% +839 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 72,464 $17.2M 1.67% +3,906 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 72,275 $17.1M 0.87% +50,041 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 71,391 $16.9M 0.37% -694 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 71,372 $16.9M 0.98% +4,070 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 71,186 $16.9M 5.84% +2,513 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 70,470 $16.7M 0.01% -17,117 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 70,328 $16.7M 3.52% +3,209 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 70,004 $16.6M 0.53% -4,578 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 69,123 $16.4M 2.14% +1,793 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 69,122 $16.4M 0.19% +10,015 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 68,263 $16.2M 10.76% +816 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 68,213 $16.2M 0.17% +9,644 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 68,092 $16.1M 0.07% -11,514 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 67,990 $16.1M 0.89% +10,515 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 67,103 $15.9M 3.05% -16,159 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 66,690 $15.8M 1.04% +57,514 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 65,464 $15.5M 4.38% +8,110 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 64,955 $15.4M 4.54% +2,110 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64,382 $15.3M 0.35% -37 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 64,182 $15.2M 3.36% +9,792 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 63,460 $15M 0.13% +9,553 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 63,445 $15M 0.07% +1,721 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 63,441 $15M 1.26% -348 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 63,362 $15M 2.67% +9,332 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 63,293 $15M 1.98% -20,264 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 63,169 $15M 1.52% +4,661 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 62,308 $14.9M 0.34% -55,013 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 62,333 $14.8M 0.1% +22,225 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 62,061 $14.7M 3.59% +751 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 62,010 $14.7M 2.25% +1,726 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 61,932 $14.7M 0.64% -17,223 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 61,129 $14.5M 0.23% -4,677 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 60,165 $14.3M 2.62% +4,007 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 59,562 $14.1M 6.28% -2,971 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 59,552 $14.1M 0.02% -96,562 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 59,323 $14.1M 0.07% -1,018 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 59,184 $14M 1.6% +289 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 58,809 $13.9M 0.04% -606 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 58,506 $13.9M 0.01% +9,103 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 56,620 $13.8M 0.59% +1,486 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 57,743 $13.7M 0.62% +1,545 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 57,006 $13.5M 8.79% +2,781 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 56,557 $13.4M 0.51% +37,505 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 56,566 $13.4M 0.3% +3,406 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 56,444 $13.4M 0.12% +7,303 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 56,343 $13.4M 5.89% -70 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 55,832 $13.2M 2.44% -1,329 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55,536 $13.2M 0.53% +3,317 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 55,109 $13.1M 3.62% +4,073 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 54,975 $13M 0.28% +27,115 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 54,460 $12.9M 6.63% +1,098 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 54,450 $12.9M 0.71% +1,484 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 53,839 $12.8M 8.13% -156 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 53,727 $12.7M 2.66% +3,127 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 53,581 $12.7M 11.55% +297 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 53,389 $12.7M 8.57% +1,321 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 53,189 $12.6M 3.61% -10,673 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 53,183 $12.6M 0.15% +877 13F-HR Timeline 25 LLC More: the full row for 25 LLC 52,637 $12.5M 4.58% +1,637 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 51,657 $12.2M 3.11% +4,783 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,635 $12.2M 2.13% -171 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 51,548 $12.2M 2.46% +3,198 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 51,440 $12.2M 0.91% +5,668 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 51,435 $12.2M 0.52% -2,469 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 51,377 $12.2M 0.9% +27,721 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 51,313 $12.2M 0.3% +4,328 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 50,350 $11.9M 9.68% -20 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 50,278 $11.9M 3.11% +2,283 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 48,351 $11.8M 6.65% +1,149 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 49,102 $11.8M 0.84% -49,850 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 49,578 $11.7M 3.4% +6,930 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,472 $11.7M 0.16% -1,013 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 49,309 $11.7M 0.46% +8,167 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 49,285 $11.7M 2.93% +8,414 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 49,084 $11.7M 0.78% -7,396 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 49,186 $11.7M 1.42% +1,498 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 49,129 $11.6M 1.23% -1,616 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 49,011 $11.6M 0.28% +3,493 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 48,795 $11.6M 2.55% +6,654 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 48,895 $11.6M 0.26% +3,064 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 48,891 $11.6M 1.54% -366 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. 48,664 $11.5M 0.1% +175 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 48,529 $11.5M 4.3% +3 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 48,324 $11.5M 3.29% +819 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 48,226 $11.4M 1.06% -1,106 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 48,085 $11.4M 0.16% +1,777 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 48,099 $11.4M +1,952 Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 47,929 $11.4M 2.8% +716 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,796 $11.2M +1,500 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 47,232 $11.2M 0.12% -59 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 46,782 $11.1M 0.85% +538 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 46,768 $11.1M 0.17% -8,198 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 46,520 $11M 2.52% -675 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 46,407 $11M 1.28% -560 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 45,037 $11M 3.93% +69 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 45,629 $10.9M 2.95% -743 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 45,882 $10.9M 3.1% +2,199 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 45,621 $10.8M 5.1% +1,447 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 45,340 $10.7M 0.7% -92 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 44,743 $10.6M 1.2% -606 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 44,668 $10.6M 0.21% -20,415 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 44,605 $10.6M 0.21% +9,468 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 44,547 $10.6M 2.44% +2,461 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 44,528 $10.6M 6.19% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 44,191 $10.5M 0.24% +614 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 43,917 $10.4M 0.3% -1,566 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 43,910 $10.4M 2.42% +1,211 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 43,819 $10.4M 6.43% +390 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 43,671 $10.4M 3.26% -306 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) 43,622 $10.3M 0.28% +43,604 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 43,460 $10.3M 0.01% +18,778 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 43,197 $10.2M 0.11% +1,366 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 43,181 $10.2M 0.99% -11,580 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 42,795 $10.1M 0.14% -16,441 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 42,542 $10.1M 0.12% -695 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 42,428 $10.1M 2.55% -336 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 42,427 $10.1M 4.13% -2,206 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 42,411 $10.1M 0.48% -2,825 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 41,991 $9.95M 0.4% -362 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 41,986 $9.95M 3.27% +127 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 41,724 $9.89M 2.27% +195 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 41,533 $9.84M 3.14% +1,380 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 41,513 $9.84M 2.36% +2,978 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 41,444 $9.82M 3.51% +1,827 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 41,403 $9.81M 1.43% +3,323 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 41,381 $9.81M 2.26% +6,878 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41,141 $9.75M 0.92% -115 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 41,071 $9.73M 0.13% +7,705 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 40,992 $9.71M 1.58% +2,860 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 40,956 $9.71M 3.08% +1,453 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 40,713 $9.65M 0.85% -47,237 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 40,285 $9.58M 3.11% +7,885 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 40,121 $9.51M 0.35% -1,884 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 40,053 $9.49M 6.87% +1,316 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 40,043 $9.49M 5.96% +97 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,646 $9.4M 0.04% +1,821 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 39,461 $9.35M 0.27% -725 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 39,373 $9.33M 8.21% +813 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 39,296 $9.33M 5.8% +2,456 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 39,058 $9.26M 0.12% +822 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 38,916 $9.25M 2.02% +4,907 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 38,954 $9.23M 5.29% +49 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 38,918 $9.22M 1.42% +20 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 38,903 $9.22M 0.6% +1,577 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 38,886 $9.22M 0.2% -1,230 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 38,605 $9.15M 0.03% +1,185 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 36,726 $9.06M 4.02% +796 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,014 $9.04M 0.27% +797 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 38,108 $9.03M 1.68% +5,440 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 37,699 $8.93M 0.07% +26,945 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 37,526 $8.89M 0.1% +35,246 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,474 $8.88M 0.2% +9,095 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 37,467 $8.88M 0.33% -6,139 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 37,437 $8.87M 3.33% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 37,321 $8.84M 3.2% +1,210 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 36,938 $8.75M -12,923 Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 36,672 $8.69M 2.1% +4,945 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 36,647 $8.68M 4.85% -301 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 36,501 $8.65M 3.33% +640 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 36,487 $8.65M 3.72% +1,375 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 36,485 $8.65M 0.98% -250 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 36,201 $8.58M 1.26% -4,227 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 36,045 $8.54M 0.14% +6,098 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 35,976 $8.53M 1.96% +20,872 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,796 $8.48M 0.26% -4,096 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,151 $8.43M 0.21% +6,224 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 35,491 $8.41M 2.73% +99 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 35,299 $8.37M 0.37% +182 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 35,153 $8.36M 1.02% -29,289 13F-HR Timeline BAILARD, INC. 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