Glenview Trust Co More: the full row for Glenview Trust Co 88,617 $23.2M 0.36% +31 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 88,378 $23.1M 1.08% +1,519 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 88,362 $23.1M 0.66% +6,849 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 87,707 $23M 11.19% +3,010 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 87,526 $22.9M 5.46% +77 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 87,478 $22.9M 0.05% -4,390 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 86,202 $22.6M 2.81% +19,231 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 86,104 $22.6M 1.03% +6,550 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 85,513 $22.4M 1.91% 0 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 85,257 $22.3M 10.22% -202,256 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 83,747 $21.9M 0.34% -178 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 85,423 $21.7M 0.94% -20,481 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 82,718 $21.7M 4.97% +1,092 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 82,179 $21.5M 4.44% +3,259 13F-HR/A Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 81,950 $21.5M 11.59% -69 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 73,013 $20.9M 0.59% +37,854 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 79,562 $20.8M 5.11% +695 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 78,768 $20.6M 6.56% -1,242 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 78,747 $20.6M 2.01% -561 13F-HR/A Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 77,948 $20.5M 4.57% +826 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 78,264 $20.5M 1.08% -1,093 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 78,142 $20.5M 3.65% +3 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 77,373 $20.3M 0.64% -323 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 76,985 $20.2M 1.92% -2,075 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 76,335 $20M 0.38% -4,076 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 75,521 $19.8M 1.37% +3,663 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 75,449 $19.8M 4.53% +303 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 74,831 $19.6M 0.58% +157 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 74,777 $19.6M 0.32% +7,931 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 74,047 $19.4M 1.16% +4,912 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 73,594 $19.3M 0.1% +4,866 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 73,572 $19.3M 6.04% +1,011 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 72,899 $19.1M 3.33% -194 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 72,707 $19M 1.03% +59,734 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 72,618 $19M 1.41% +3,061 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 72,283 $18.9M 0.03% +21,217 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 71,832 $18.8M 0.19% -2,788 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 71,747 $18.8M 3.05% +3,328 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 71,731 $18.8M 2.23% +275 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 70,959 $18.6M 3.48% -790 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 69,601 $18.2M 1.44% +1,247 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. 69,566 $18.2M 0.33% -2,519 13F-HR Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 69,458 $18.2M 10.48% +1,336 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 69,254 $18.1M 0.06% -35,862 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 70,296 $18.1M 0.01% +634 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 68,585 $18M 0.07% -725 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 63,769 $17.8M 2.67% -2,225 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 67,948 $17.8M 0.19% +63,630 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 67,507 $17.7M 0.08% +4,471 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 67,379 $17.6M 4.01% +186 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 67,185 $17.6M 0.78% -1,282 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 65,906 $17.3M 0.08% -673 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 65,524 $17.2M 3.77% +7,489 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 65,512 $17.2M 6.37% +1,468 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 65,268 $17.1M -1,669 Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 65,255 $17.1M 1.17% +25,615 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 63,755 $16.9M 0.35% -696 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 64,480 $16.9M 0.18% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 63,623 $16.7M 3.93% +6,241 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 63,572 $16.7M 0.05% +2,810 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 63,537 $16.6M 0.19% -1,815 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 63,124 $16.5M 0.47% -61,402 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 63,123 $16.5M 0.18% -697 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 62,822 $16.5M 0.26% +2,468 13F-HR/A Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 62,145 $16.4M 6.81% +1,952 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 62,686 $16.4M 2% -173 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 62,645 $16.4M 1.87% -1,167 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 60,051 $16.4M 0.53% +2,444 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 61,703 $16.2M 0.73% +2,011 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 60,594 $15.9M 1.41% -1,462 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. 60,344 $15.8M 0.27% +2,946 13F-HR Timeline Group RFG Holdings, Inc. 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More: the full row for ETF Portfolio Partners, Inc. 56,971 $14.9M 3.92% +946 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 53,248 $14.9M +4,129 Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 56,691 $14.8M 0.64% +276 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 56,670 $14.8M 6.73% +788 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 56,364 $14.8M 0.31% -630 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 56,306 $14.7M 0.4% +3,696 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 55,739 $14.6M 8.64% +91 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 55,631 $14.6M 2.34% -2,919 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 55,450 $14.5M 8.72% +109 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 55,103 $14.4M 2.97% +3,673 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 54,990 $14.4M 4.3% +1,101 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 54,623 $14.3M 11.8% +306 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 53,701 $14.1M 0.92% +532 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 53,459 $14M 0.41% +43,102 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 53,331 $14M 0.24% -394 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 53,150 $13.9M 1.62% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 52,967 $13.9M 9.08% -17,920 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 52,847 $13.8M 0.17% +2,851 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 52,702 $13.8M 0.19% +5,601 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 48,121 $13.8M 4.14% +1,699 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 52,177 $13.7M -25,017 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 52,005 $13.6M 0.9% -71 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,785 $13.6M 2.19% -20 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 47,787 $13.5M 0.17% -218 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 51,535 $13.5M 1.99% -1,165 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 51,226 $13.5M 0.5% +44,728 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 51,214 $13.4M 3.41% +2,016 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 51,126 $13.4M 1.18% -1,177 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 50,797 $13.3M 0.52% +49,626 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50,100 $13.2M 0.12% +5,785 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 50,376 $13.2M 9.26% +6 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 50,262 $13.2M 0.21% -613 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 50,000 $13.1M 0.13% -352 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 49,679 $13M 0.31% +1,307 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 49,572 $13M 2.22% -1,066 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 49,347 $12.9M 1.51% -580 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 49,303 $12.9M 1.68% -2,584 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 49,228 $12.9M 0.55% -146 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 49,013 $12.8M 0.8% +1,767 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 48,744 $12.8M 0.28% -1,479 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 48,648 $12.7M 0.21% -5,377 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 48,428 $12.7M 0.21% +15,470 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 48,214 $12.6M 2.78% +1,185 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 48,052 $12.6M 2.66% +431 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 47,926 $12.6M 5.28% -813 13F-HR/A 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 47,917 $12.6M 0.71% +2,725 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47,743 $12.5M 2.46% -50 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 47,376 $12.4M 4.45% +23 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 46,416 $12.3M 0.14% -1,374 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 46,912 $12.3M 3.48% +7,528 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 46,723 $12.2M 3.05% -354 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 46,569 $12.2M 1.09% 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 46,501 $12.2M 0.44% -991 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 46,360 $12.1M 1.65% +1,407 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 45,904 $12M 2.75% -837 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 94,414 $12M 4.62% +3,911 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 45,501 $11.9M 2.29% +311 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 45,444 $11.9M 3.69% +240 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 45,387 $11.9M 0.29% +2,285 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 44,099 $11.6M 0.28% -619 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 44,013 $11.5M 3.47% +12,168 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 44,011 $11.5M 0.81% -7,299 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 42,049 $11.5M 2.18% +257 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 43,816 $11.5M 0.54% +9,839 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 43,741 $11.5M 1.43% +92 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 43,621 $11.4M 2.57% +860 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 43,425 $11.4M 2.17% +246 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 42,989 $11.3M 6.8% -571 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 42,752 $11.2M 4.55% -638 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,447 $11.1M 0.11% -9,007 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 42,381 $11.1M 1.49% +16,160 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 42,356 $11.1M 0.17% +6,852 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 42,216 $11.1M 2.42% -387 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 42,163 $11M <0.01% +17,715 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 42,156 $11M 4.32% -719 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 42,079 $11M 0.74% +1,110 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 42,027 $11M 6.54% +4,065 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 41,904 $11M 2.48% +490 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 41,765 $10.9M 8.22% -358 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 41,763 $10.9M 0.38% +5,190 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 41,738 $10.9M 3.56% -3,266 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 41,627 $10.9M 0.2% -60 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 41,371 $10.8M 1.48% -790 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 41,138 $10.8M 0.17% +17,083 13F-HR Timeline 25 LLC More: the full row for 25 LLC 41,067 $10.8M 3.32% +820 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 41,025 $10.7M 0.27% -2,481 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 40,996 $10.7M 1.02% +26,875 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 40,805 $10.7M 0.96% -275 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 40,685 $10.7M 1.48% +1,334 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 40,644 $10.6M 5.7% -786 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 40,388 $10.6M 7.04% -689 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 40,246 $10.5M 2.22% +1,253 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 40,201 $10.5M 3.15% -2,340 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 40,153 $10.5M 1.35% +623 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 40,062 $10.5M 5.96% -1,249 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 39,958 $10.5M 0.14% +256 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 39,650 $10.4M 1.35% +24 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 39,562 $10.4M 2.42% +551 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 39,553 $10.4M 0.17% -3,171 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 39,546 $10.4M 0.54% +1,822 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 39,232 $10.3M 3.06% -5,060 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 39,227 $10.3M 2.04% -58 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 39,215 $10.3M 0.84% -218 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,210 $10.3M 0.03% +6,163 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 39,120 $10.2M 2.35% +203 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 39,066 $10.2M 5.5% +38 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 39,004 $10.2M 2.56% +1,590 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 38,834 $10.2M -555 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,740 $10.1M 0.22% -194 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 38,583 $10.1M 2.09% +1,504 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 38,347 $10M 0.61% -2,209 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,554 $10M 0.36% +5,537 13F-HR Timeline Financial Futures Ltd Liability Co. 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