HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 83,129 $21.1M 0.14% +8,969 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 82,764 $21M 2.16% -5,652 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 82,667 $21M 1.41% +3,761 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 82,555 $21M 0.49% -3,982 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 81,738 $20.8M 5.72% +748 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 81,164 $20.6M 5.12% -987 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 80,364 $20.5M 0.89% +3,116 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 79,558 $20.2M +4,602 Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 79,497 $20.2M 2.05% -1,677 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 79,371 $20.2M 6.64% -904 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 79,039 $20.2M 0.05% +1,042 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 78,810 $20M 4.64% +1,432 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 78,433 $19.9M 0.12% +44,191 13F-HR/A Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 77,735 $19.8M 3.65% +796 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 77,649 $19.7M 0.67% +364 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 77,491 $19.7M 0.01% +34,031 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 77,391 $19.7M 0.84% +2,139 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 76,517 $19.5M 4.7% +1,557 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 75,755 $19.3M 3.81% +11,573 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 75,674 $19.2M 4.68% -2,435 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 75,474 $19.2M 0.87% +3,199 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 75,267 $19.1M 0.59% +5,263 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 74,509 $19M 0.54% +295 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 74,494 $18.9M 1.03% +3,122 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 72,802 $18.5M 3.08% -64,864 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 72,463 $18.4M 0.07% -14,313 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 72,348 $18.4M 0.01% +1,878 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 72,116 $18.3M 3.26% -18,437 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 71,918 $18.3M 5.89% +732 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 71,279 $18.2M 2.86% -3,263 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 71,552 $18.2M 0.08% +49,839 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 71,108 $18.1M 7.59% +49,542 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 70,988 $18.1M 2.21% +1,865 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 70,976 $18M 3.49% +648 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 70,841 $18M 0.36% -550 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 69,968 $17.8M 0.2% +846 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 68,752 $17.5M 10.12% +489 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 68,743 $17.5M 3.85% +6,682 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 68,446 $17.4M 1.4% -4,079 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 68,435 $17.4M 0.21% +4,975 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 68,321 $17.4M 1.11% +1,631 13F-HR/A Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 66,947 $17M 0.07% -1,145 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 66,802 $17M 4.25% +1,338 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 70,475 $16.7M 0.85% +2,485 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 65,293 $16.7M 3.11% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64,381 $16.6M 0.35% -1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 64,579 $16.4M 1.7% +5,395 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 64,155 $16.3M 1.36% +714 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 63,567 $16.2M 0.09% +1,234 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 63,362 $16.2M 2.7% +3,197 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 63,362 $16.1M 2.67% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 63,264 $16.1M 2.2% +1,254 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 63,215 $16.1M 1.91% -78 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 63,105 $16M 0.07% -340 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 62,642 $15.9M 1.5% -527 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 61,065 $15.5M 0.23% -64 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 60,810 $15.5M 0.07% +1,487 13F-HR/A Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 60,969 $15.5M 6.35% +1,407 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 59,600 $15.2M 0.04% +791 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 57,800 $14.7M 0.28% +2,825 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 57,565 $14.6M 0.12% +1,121 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 57,487 $14.6M 5.06% +20,050 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 57,392 $14.6M 0.72% +2,942 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 57,334 $14.6M 2.41% +1,502 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 57,272 $14.6M 5.62% +929 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 57,040 $14.6M 0.49% +483 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,791 $14.4M 0.57% -952 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 56,131 $14.4M 6.61% +11,603 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 56,605 $14.4M 0.31% +56,360 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 56,270 $14.4M 0.53% -350 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 53,914 $14.1M 8.65% -3,092 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 55,597 $14.1M 0.28% -969 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 55,112 $14M 6.69% +652 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 55,083 $14M 3.73% -26 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 55,007 $14M 4.35% +54,627 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 54,386 $13.9M 8.61% +997 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 54,414 $13.8M 11.81% +833 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 54,315 $13.8M 0.31% +3,002 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 53,762 $13.7M 8.33% -77 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 53,640 $13.6M 3.52% +4,062 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 52,765 $13.4M 2.63% -962 13F-HR Timeline 25 LLC More: the full row for 25 LLC 52,741 $13.4M 4.57% +104 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 52,519 $13.4M 2.54% +971 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 52,352 $13.3M 0.91% +975 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 52,344 $13.3M 3.85% -845 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 52,145 $13.3M 3.14% +1,867 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 51,648 $13.1M 1.42% +2,462 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 51,564 $13.1M 3.06% -93 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,534 $13.1M 2.14% -101 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. 51,472 $13.1M 0.22% +2,808 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 51,157 $13M 0.22% +33,343 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 50,861 $12.9M 0.89% -579 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50,813 $12.9M 3.37% -27,439 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 50,502 $12.8M 0.15% +27,812 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 50,360 $12.8M 9.56% +10 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 50,155 $12.8M 1.59% +1,264 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 49,672 $12.6M 0.52% -1,763 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,654 $12.6M 0.15% +182 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 49,305 $12.5M 2.76% +1,376 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 48,426 $12.5M 0.14% -4,757 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 48,929 $12.4M 0.72% +10,026 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 48,722 $12.4M 0.32% +31,230 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 48,651 $12.4M 0.15% +5,856 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 48,461 $12.3M 0.45% -848 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 48,410 $12.3M 0.13% +1,178 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 48,262 $12.3M 0.16% +177 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 48,379 $12.3M 0.21% +3,774 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 48,357 $12.3M 3.27% +33 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 48,005 $12.2M 5.54% +46,750 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 47,318 $12.2M 1.96% +9,210 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 47,926 $12.2M 1.32% +3,183 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 47,884 $12.2M 1.07% -342 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 47,836 $12.2M 4.38% -693 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 47,410 $12.1M 0.25% -1,485 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 47,362 $12M 1.23% -1,767 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 47,132 $12M 0.85% +350 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47,125 $12M 2.41% +605 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 46,539 $12M 4.01% +1,502 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 46,709 $11.9M +913 Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 46,632 $11.9M 1.28% +225 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 46,536 $11.8M 0.16% -232 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 46,345 $11.8M 0.32% +2,428 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 46,294 $11.8M 3.17% +412 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 49,289 $11.7M 2.93% +4 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 45,632 $11.7M -2,467 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 45,684 $11.6M 0.53% +22,989 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 45,629 $11.6M 2.55% +1,719 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 45,585 $11.6M 2.84% -44 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 45,371 $11.5M 0.38% +3,380 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 45,269 $11.5M 0.66% -71 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 44,582 $11.4M 3.31% +911 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 44,648 $11.4M 2.45% +101 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 44,324 $11.3M 1.58% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 44,304 $11.3M 0.11% +6,778 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 44,217 $11.2M 0.14% +1,675 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 44,201 $11.2M 0.11% +1,004 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 44,035 $11.2M 0.71% -5,049 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 44,351 $11.2M 0.28% 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 43,807 $11.1M 6.5% -12 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,759 $11.1M 0.23% -432 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 43,617 $11.1M 3.16% +2,661 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 43,435 $11M 0.2% -1,233 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 43,237 $11M 3.64% +1,793 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 46,027 $10.9M 4.59% +406 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 42,757 $10.9M 1.62% +1,765 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 42,669 $10.9M 2.44% +241 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 42,702 $10.9M 3.21% +1,169 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 42,517 $10.8M 3.32% +531 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 42,240 $10.8M 7.05% +7,696 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 42,304 $10.8M 2.31% +580 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 42,235 $10.7M 2.2% +854 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 42,212 $10.7M 2.37% +699 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 41,960 $10.7M 4.06% -467 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 41,234 $10.5M 6.19% +1,191 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41,120 $10.5M 0.94% -21 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 40,959 $10.4M 8.41% +1,586 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 40,417 $10.3M 2.47% +132 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 40,146 $10.2M 1.44% +1,228 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 40,091 $10.2M 7% +38 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 39,958 $10.2M 0.82% -755 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 39,832 $10.1M 0.13% -1,239 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 39,805 $10.1M 1.36% -1,598 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 39,551 $10.1M 3.71% +2,825 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 39,505 $10M 5.76% +209 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 39,309 $10M 2.03% +393 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 39,004 $9.92M 5.26% +50 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,951 $9.9M 0.01% -20,601 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 38,886 $9.89M 0.19% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,604 $9.85M 0.23% +590 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 38,724 $9.85M 0.33% -1,397 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 38,678 $9.83M 0.11% -380 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 38,530 $9.81M +1,592 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 38,183 $9.71M 0.15% +2,138 13F-HR Timeline Group Ellevest, Inc. 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