Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 176,769 $14.1M 3.93% +23,007 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 175,549 $14M 4.4% +305 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 175,069 $13.9M <0.01% +1,917 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 173,661 $13.8M 0.71% -296 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 173,191 $13.8M 3.28% -1,261 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 174,089 $13.7M 0.2% +2,734 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 172,012 $13.7M 3.04% +1,761 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 171,975 $13.7M 0.15% +2,183 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. 168,148 $13.4M 0.12% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 168,096 $13.4M 0.21% -132,363 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 167,812 $13.3M 0.14% +36,734 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 165,886 $13.2M 8.91% +78,831 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 165,468 $13.2M 0.64% -1,469 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 164,675 $13.1M 2.6% +598 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 164,563 $13.1M 5.11% +9,348 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 163,159 $13M 0.02% +114,598 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 161,906 $12.9M 0.53% 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 161,161 $12.8M 6.34% -10,124 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 160,909 $12.8M 3.98% +1,168 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 160,550 $12.8M 0.26% +6,147 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 159,467 $12.7M 0.18% +412 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 158,806 $12.6M 0.94% +11,500 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 158,647 $12.6M 2.41% +14,131 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 157,203 $12.5M 0.53% +4,983 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 155,743 $12.4M 6.22% +2,088 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 154,893 $12.3M 0.52% +7,566 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 153,018 $12.2M 0.65% -3,120 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 152,433 $12.1M 0.1% -38,093 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 151,866 $12.1M 0.24% +32,510 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 151,370 $12M 2% -44,159 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 151,273 $12M 1.5% +4,216 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 149,785 $11.9M 0.03% +68,637 13F-HR/A Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 147,993 $11.7M 0.95% -2,801 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 146,340 $11.6M 3.44% -11,114 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 145,886 $11.6M 0.09% -973 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 139,992 $11.1M 0.36% -85,378 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 139,848 $11.1M 1.46% -22,386 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 138,207 $11M 7.98% +12,292 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 136,133 $10.8M 3.44% +8,902 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 134,414 $10.7M 2.93% +6,420 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 134,020 $10.7M 4.67% +2,958 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 133,161 $10.6M 0.71% +3,798 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 132,953 $10.6M 2.46% -2,184 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 131,725 $10.5M 0.24% +12,479 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 131,582 $10.5M 3.7% +10,614 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 131,773 $10.5M 4.32% +502 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 131,296 $10.4M -28,478 Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 131,378 $10.4M 2.66% -853 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 130,618 $10.4M 0.9% +1,352 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 130,540 $10.4M 3.46% +2,419 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 130,493 $10.4M 3.59% -53,006 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 130,250 $10.4M 0.36% +10,094 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 129,042 $10.3M 0.05% +5,845 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 128,762 $10.2M 0.51% -592 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 128,222 $10.2M 3.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 127,722 $10.2M 0.71% -7,465 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 127,438 $10.1M 2.18% +14,315 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 127,145 $10.1M 0.99% +124,160 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 126,737 $10.1M 7.71% +10,695 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 126,148 $10M 2.2% +2,165 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 125,307 $9.96M 1.38% -31,766 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 124,495 $9.89M -126,333 Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 122,603 $9.75M 4.12% +6,833 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 121,354 $9.65M 0.85% +4,653 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 121,747 $9.62M 0.26% -10,036 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 120,356 $9.57M 4.97% +2,387 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 120,152 $9.55M 0.34% -803 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 120,148 $9.55M 0.1% -2,100 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 119,867 $9.53M 4.12% +6,859 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 118,111 $9.39M 1.22% -14,589 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 117,217 $9.32M 8.83% -645 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 117,149 $9.31M 0.42% +40,252 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 115,358 $9.17M 6.61% +11,284 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 115,341 $9.17M 0.4% -1,972 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 115,247 $9.16M 2.52% -3,002 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 113,719 $9.04M -5,551 Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 113,718 $9.04M 0.05% -9,607 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 113,622 $9.03M 0.13% -1,301 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 113,616 $9.03M 3.35% -2,546 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 113,109 $8.99M 3.05% +2,005 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 113,065 $8.99M 0.62% +785 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 112,006 $8.9M 4% +76 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 110,926 $8.82M 3.88% +5,311 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 110,081 $8.75M 0.27% +7,846 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 109,293 $8.69M 2% +9,821 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 109,203 $8.68M 2.26% +7,599 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 109,117 $8.67M 7.02% +493 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 108,976 $8.63M 3.45% +4,713 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 108,577 $8.63M 0.69% +14,997 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 107,549 $8.55M 0.38% -3,363 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 105,302 $8.37M 2.95% -1,031 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 104,092 $8.28M 0.31% -95,637 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 104,035 $8.27M 0.01% +5,230 13F-HR Timeline Group Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 103,791 $8.25M 5.64% -1,381 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 102,842 $8.18M 1.89% +7,729 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 101,764 $8.09M 2.03% +11,460 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 101,656 $8.08M 0.21% +5,100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 101,628 $8.08M 0.02% +20,986 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 101,535 $8.07M 0.15% -441 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 101,220 $8.05M 7.06% -35,879 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 100,171 $7.96M 2.21% +5,015 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 100,102 $7.96M 0.32% -27,556 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 100,042 $7.95M 0.81% -1,189 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 98,312 $7.82M 0.43% +6,754 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 97,711 $7.77M 2.19% +4,193 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 96,812 $7.7M 1.58% -2,615 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 95,805 $7.62M 2.12% +4,594 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 95,488 $7.59M 2.51% -17,620 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 95,162 $7.57M 0.09% -1,137 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 95,048 $7.56M 0.55% -5,065 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 93,322 $7.56M 2.71% -1,398 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 93,927 $7.47M 1.5% -30,173 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 93,638 $7.44M 0.22% +3,081 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 93,814 $7.42M 1.22% new 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 93,080 $7.4M 0.09% +300 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 92,355 $7.34M 0.12% -10,012 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 91,352 $7.26M 0.8% +3,669 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 91,325 $7.26M 2.25% -3,151 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 91,323 $7.26M 0.85% -10,847 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,166 $7.25M 0.04% -17,130 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 91,146 $7.25M 0.75% +1,865 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 89,445 $7.11M 0.47% +1,447 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 88,381 $7.03M 0.66% -3,623 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 88,688 $7.02M 2.67% +3,175 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 87,734 $6.97M 0.12% +13,537 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 86,494 $6.88M 0.33% -19,361 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 86,061 $6.84M 0.01% new 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 85,502 $6.8M 4.31% +2,540 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 85,456 $6.79M 2.11% +11,686 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 84,538 $6.72M 3.87% -6,089 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 83,944 $6.67M 0.32% -15,113 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 81,805 $6.5M 0.11% +3,314 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 81,801 $6.5M 0.36% +4,776 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 81,223 $6.46M 0.13% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 80,140 $6.37M 0.03% -2,515 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 79,816 $6.35M 0.08% -353 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 79,805 $6.34M 0.19% -4,995 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 79,784 $6.34M 1.18% -769 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 79,771 $6.34M 0.14% +1,084 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 79,743 $6.34M 0.08% +1,558 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 79,294 $6.3M 1.36% -2,866 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 78,997 $6.27M 0.39% -2,897 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 78,524 $6.24M 0.97% +951 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 77,043 $6.12M 0.66% -2,176 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 76,773 $6.1M 0.03% +15,109 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 76,704 $6.1M 0.53% -2,428 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 76,466 $6.08M 0.04% -3,188 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 76,396 $6.06M 4.8% +1,740 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 76,186 $6.06M 0.22% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 75,977 $6.04M 0.19% +11,194 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 97,505 $5.99M 3.84% +6,790 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 75,001 $5.96M 0.73% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 74,945 $5.96M 0.18% +5,457 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 74,226 $5.9M 2.57% -593 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 74,184 $5.9M 0.43% -7,817 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 74,165 $5.9M 0.14% +10,448 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 73,751 $5.86M 0.06% +2,398 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 73,583 $5.85M 0.4% +3,638 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 73,087 $5.81M 0.25% +3,042 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 72,204 $5.74M 5.87% -1,000 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 71,821 $5.71M 0.06% -5,084 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 71,730 $5.7M 0.36% -4,661 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 70,687 $5.62M 3.08% +54,618 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 70,458 $5.6M 1.95% +215 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 70,442 $5.6M 0.13% -427 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 70,060 $5.57M 0.59% -3,956 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 69,731 $5.54M 2.3% -794 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 69,706 $5.54M 5.13% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 69,399 $5.52M 0.23% +8,077 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 68,941 $5.48M 0.62% -4,165 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 68,282 $5.43M 0.18% +64,587 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 67,777 $5.39M 2.14% -4,392 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 67,708 $5.38M 1.65% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 67,619 $5.38M 0.05% +5,398 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 66,649 $5.3M 3.96% -351 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 66,614 $5.3M 1.68% +2,683 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 66,440 $5.28M 1.58% +4,496 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 66,297 $5.27M 1.08% +6,662 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 66,266 $5.27M 0.07% -1,781 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 66,026 $5.25M 2.95% -5,225 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 64,918 $5.16M 1.16% +38,223 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 64,075 $5.09M 3.63% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 63,576 $5.05M 0.02% +29,588 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 63,550 $5.05M 1.15% +8,819 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 63,485 $5.05M <0.01% -598 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 63,465 $5.05M 1.58% +5 13F-HR Timeline Patten Group, Inc. 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More: the full row for Koshinski Asset Management, Inc. 60,614 $4.82M 0.36% +401 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 60,487 $4.81M 0.42% +3,495 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 60,357 $4.8M 2.47% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 59,892 $4.76M 2.69% -700 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 59,814 $4.76M 0.17% -900 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 59,356 $4.72M 0.06% -12,284 13F-HR Timeline Group Kure Advisory, LLC More: the full row for Kure Advisory, LLC 59,155 $4.7M 3.12% +1,890 13F-HR/A Timeline