Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 85,594 $22.1M 0.38% -7,107 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 85,513 $22.1M 1.95% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 84,697 $21.8M 10.75% -942 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 83,925 $21.6M 0.38% +1,370 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,303 $21.5M 0.48% +26,263 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 82,749 $21.3M 0.06% +3,710 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 82,019 $21.2M 11.43% -2,271 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 81,626 $21.1M 5.01% +462 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 81,562 $21M 0.91% +1,198 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 81,513 $21M 0.6% +6,246 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 80,411 $20.7M 0.39% -6,425 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 80,010 $20.6M 6.45% +639 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 79,554 $20.5M 0.9% +4,080 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 79,357 $20.5M 1.08% +4,863 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 79,308 $20.5M 1.83% -3,456 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 79,060 $20.4M 1.97% -437 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 78,920 $20.4M 4.29% +10,177 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 78,867 $20.3M 4.82% +2,350 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 78,139 $20.2M 3.6% +404 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 77,696 $20M 0.64% +47 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 77,194 $19.9M -2,364 Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 77,122 $19.9M 4.35% -1,688 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 75,146 $19.4M 4.39% -528 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 74,674 $19.3M 0.54% +165 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 74,620 $19.2M 0.21% +6,185 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 73,463 $18.9M 0.23% -29,989 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 73,093 $18.9M 3.31% +977 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 72,561 $18.7M 5.92% +643 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. 72,085 $18.6M 0.36% +1,244 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 71,858 $18.5M 1.6% +71,808 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 71,749 $18.5M 3.5% +773 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 71,456 $18.4M 2.13% +468 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 71,033 $18.3M 5.92% +60,417 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 70,887 $18.3M 7.5% -221 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 69,662 $18M 0.01% -2,686 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 65,994 $18M 2.72% -5,285 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 69,557 $17.9M 1.67% +4,978 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 69,310 $17.9M 0.07% +6,205 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 69,135 $17.8M 1.08% +814 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 68,728 $17.7M 0.1% +5,161 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 68,467 $17.7M 0.79% -2,008 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 68,419 $17.6M 2.88% +5,057 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 68,354 $17.6M 1.36% -92 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 68,122 $17.6M 10% -630 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64,451 $17.4M 0.36% +70 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 67,193 $17.3M 4.06% +391 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 66,971 $17.3M 2.12% +64,792 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 66,937 $17.3M +37,663 Timeline World Investment Advisors More: the full row for World Investment Advisors 66,846 $17.2M 0.28% +19,436 13F-HR/A Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 66,579 $17.2M 0.07% -368 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 65,352 $16.9M 0.19% -4,616 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 64,044 $16.5M 6.1% +3,075 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 63,820 $16.5M 0.19% +15,441 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 63,812 $16.5M 2.13% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 63,036 $16.3M 0.07% +2,226 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 62,859 $16.2M 1.9% -356 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 62,056 $16M 1.44% -586 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 61,622 $15.9M 0.13% +4,057 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 60,785 $15.7M 2.44% +3,451 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 60,762 $15.7M 0.04% +1,162 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 60,354 $15.6M 0.23% -711 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 60,193 $15.5M 6.51% +4,062 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 57,607 $15.4M 0.54% +1,337 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 59,692 $15.4M 0.7% +2,300 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 56,510 $15.3M +10,878 Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 58,842 $15.2M 5.41% +1,570 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 58,550 $15.1M 2.43% -4,812 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 58,035 $15M 3.31% +5,890 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 57,614 $14.9M 0.55% +823 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 57,398 $14.8M 0.24% +5,926 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 56,994 $14.7M 0.31% +2,679 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 57,382 $14.7M 3.59% +6,569 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 52,700 $14.6M 2.09% +5,382 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 56,605 $14.6M 0.19% 0 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 56,579 $14.6M 8.46% +2,817 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 56,415 $14.6M 0.64% -20,976 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 56,025 $14.5M 3.73% +942 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 55,882 $14.4M 6.67% +770 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 55,341 $14.3M 8.52% +955 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 54,863 $14.2M 3.55% +1,223 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 55,648 $14.1M 8.44% +1,734 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 54,317 $14M 11.71% -97 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 54,191 $14M 1.48% +2,543 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 54,025 $13.9M 0.24% +51,511 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 53,889 $13.9M 4.17% -1,118 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 53,725 $13.9M 0.25% -1,872 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 53,169 $13.7M 0.91% +817 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 52,610 $13.6M 0.44% +6,926 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 52,303 $13.5M 1.21% +5,671 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 52,076 $13.4M 0.9% +1,215 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 49,119 $13.4M +2,410 Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 51,887 $13.4M 1.75% -11,377 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 51,834 $13.4M 4.05% -510 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,805 $13.4M 2.16% +271 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 51,454 $13.3M 0.13% +3,044 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 51,430 $13.3M 2.71% +2,125 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,310 $13.2M 0.7% +6,041 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 51,066 $13.2M 0.03% +18,443 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 50,875 $13.1M 0.21% -282 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 50,638 $13.1M 2.15% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 50,352 $13M 0.14% -150 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 50,370 $13M 9.26% +10 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 50,223 $13M 0.23% +36,771 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,996 $12.9M 0.18% +342 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 49,927 $12.9M 1.48% -228 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 47,790 $12.9M 0.14% -636 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 46,422 $12.8M 4.13% -117 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 49,374 $12.7M 0.53% -298 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 49,283 $12.7M 1.86% +48,201 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 49,198 $12.7M 3.31% +841 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 48,739 $12.6M 5.31% +734 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 48,372 $12.5M 0.3% -350 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 48,005 $12.4M 0.16% -257 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47,793 $12.3M 2.41% +668 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 47,621 $12.3M 2.59% +1,992 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 47,492 $12.3M 0.45% -969 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 47,353 $12.2M 4.34% -483 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 47,246 $12.2M 0.82% +114 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 47,101 $12.1M 0.17% +565 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 47,077 $12.1M 3.01% +783 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 47,029 $12.1M 2.54% +2,381 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 46,835 $12.1M 1.08% -1,049 13F-HR Timeline Group Mason & Associates, LLC More: the full row for Mason & Associates, LLC 46,741 $12.1M 2.74% -2,548 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 46,528 $12M 2.75% -5,036 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 45,004 $11.8M 3.3% +422 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 45,248 $11.7M 1.16% -2,114 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 45,204 $11.7M 3.72% +1,967 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 45,192 $11.7M 0.7% -3,737 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 45,190 $11.7M 2.3% -395 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 44,953 $11.6M 1.6% +2,196 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 44,718 $11.5M 0.24% +367 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,315 $11.4M 0.12% +13,825 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 44,292 $11.4M 3.21% +675 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 44,096 $11.4M 3.44% +1,394 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 43,649 $11.3M 1.15% -4,277 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 43,560 $11.2M 6.55% -247 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 43,535 $11.2M 1.31% +7,715 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 43,506 $11.2M 0.29% -2,839 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 43,390 $11.2M 4.39% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 90,503 $11.2M 4.34% +44,476 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 43,179 $11.1M 2.28% +510 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 43,102 $11.1M 0.3% +5,198 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 42,875 $11.1M 4.11% +915 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 42,761 $11M 2.34% +457 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,724 $11M 0.19% -711 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 42,603 $11M 2.35% +391 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 42,541 $11M 3.26% +24 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 42,161 $10.9M 1.49% -2,163 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 42,123 $10.9M 8.27% +1,164 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 41,792 $10.8M 2.14% -443 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 41,746 $10.8M 2% +31,821 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 41,687 $10.8M 0.19% -2,072 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 41,430 $10.7M 5.76% +1,925 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 41,414 $10.7M 2.36% +13,783 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 41,311 $10.7M 5.95% +77 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41,080 $10.6M 0.94% -40 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 41,077 $10.6M 7.05% +986 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 40,969 $10.6M 0.75% +6,352 13F-HR/A Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 40,650 $10.5M 1.31% +5,865 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 40,556 $10.5M 0.64% -3,479 13F-HR Timeline 25 LLC More: the full row for 25 LLC 40,247 $10.4M 3.29% -12,494 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39,752 $10.3M 0.46% +3,793 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 39,702 $10.2M 0.13% -130 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 39,640 $10.2M 0.81% +5,549 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 39,626 $10.2M 1.4% -520 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 39,530 $10.2M 1.34% -275 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 39,433 $10.2M 0.8% -525 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 39,412 $10.2M 3.6% -139 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 39,389 $10.2M +859 Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 39,384 $10.2M 2.94% -1,033 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 39,351 $10.2M 1.4% +1,395 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 39,285 $10.1M 2% -24 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 39,028 $10.1M 5.2% +24 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 39,011 $10.1M 2.41% +2,376 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 38,993 $10.1M 2.15% +3,604 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 38,984 $10.1M 0.03% +4,511 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,934 $10M 0.22% +330 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 38,917 $10M 2.51% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 38,368 $9.9M 0.39% +2,975 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 37,962 $9.79M 6.29% -4,278 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 37,724 $9.73M 0.52% +2,376 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 37,414 $9.65M 2.5% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 37,242 $9.61M 3.83% +295 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 37,079 $9.56M 2.11% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 37,004 $9.55M 2.47% +516 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 36,573 $9.43M 0.33% -2,151 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 36,399 $9.39M 0.99% -239 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 36,334 $9.37M 2.7% +2,333 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 36,256 $9.35M 4.33% +3,248 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 36,224 $9.34M 0.94% -27 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,963 $9.28M 0.42% +664 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,907 $9.26M 0.44% -947 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 35,875 $9.25M 0.32% -407 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 35,710 $9.23M 0.15% +17 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 35,703 $9.21M 1.86% -68 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 35,608 $9.19M 0.18% -908 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 35,504 $9.16M 0.14% -2,679 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 35,461 $9.15M 1.92% +12,909 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 35,360 $9.12M 0.2% +264 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,273 $9.1M 0.2% +1,987 13F-HR Timeline