Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 162,058 $11.5M 5.77% -36,338 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 161,947 $11.5M 0.27% +22,132 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 160,701 $11.4M 1.03% +380 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 163,306 $11.4M 2.39% -1,692 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 159,953 $11.4M 2.13% +672 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 159,948 $11.4M 0.44% +9,479 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 159,796 $11.4M 5.1% +11,304 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 158,654 $11.3M 2.23% -7,447 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 158,651 $11.3M 3.91% +1,323 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 158,401 $11.3M 2.82% +3,819 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 158,160 $11.3M 10.41% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 157,375 $11.2M 8.18% +22,997 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 157,226 $11.2M 8.8% +12,021 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 157,159 $11.2M 1.6% -2,242 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 157,105 $11.2M 2.31% -2,359 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 157,079 $11.2M 1.23% 0 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 157,066 $11.2M 0.74% +784 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 156,941 $11.2M 0.44% +7,556 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 157,483 $11.2M 0.36% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 156,504 $11.2M 6.81% +821 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. 156,389 $11.1M 0.18% +4,619 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 158,133 $11.1M 1.62% +155,786 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 156,186 $11.1M 1.28% +10,040 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 154,702 $11M 3.28% -70 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 154,304 $11M 0.27% +9,928 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 153,827 $11M 2.04% -1,194 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 153,087 $10.9M 1.76% +5,770 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 169,197 $10.8M 0.4% 0 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 151,441 $10.8M 6.2% -1,152 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 149,017 $10.6M 3.32% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 148,317 $10.6M 0.57% +2,802 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 147,219 $10.5M 1.07% +5,292 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 147,167 $10.5M 0.19% +11,652 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 260,571 $10.5M 5.03% +112,887 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 146,976 $10.5M 2% -2,377 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 146,086 $10.4M 0.31% +3,025 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 145,799 $10.4M 2.49% +680 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 145,138 $10.3M 1.27% +1,023 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 144,925 $10.3M 8.71% +3,401 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 144,751 $10.3M 1.43% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 144,309 $10.3M 0.01% +21,708 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 144,157 $10.3M +57,255 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 144,084 $10.3M 0.36% +1,254 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 143,659 $10.2M 0.51% -655 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 143,358 $10.2M 9.55% +3,692 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 143,644 $10.2M 0.56% -2,364 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 142,415 $10.1M 2.54% +128 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 142,371 $10.1M 0.38% -1,795 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 141,799 $10.1M 1.47% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 141,776 $10.1M 2.29% -173 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 141,696 $10.1M 8.72% -5,717 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 141,696 $10.1M 0.81% +9,044 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 141,334 $10.1M 1.12% -6,558 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 141,039 $10M 3.7% -2,560 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 140,923 $10M 0.08% -25,391 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 140,869 $10M 2.67% +1,805 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 140,368 $10M 0.48% +2,054 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 140,046 $9.98M 3.19% +2,259 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 142,721 $9.96M 0.2% +19,265 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 139,576 $9.94M 0.15% +5,253 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 139,535 $9.94M 0.09% +36,898 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 137,962 $9.83M 1.85% +4,605 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 137,663 $9.81M 4.05% +5,467 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 137,573 $9.8M 2.56% +60 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 137,234 $9.78M 2.2% +1,980 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 136,856 $9.75M 0.53% +11,146 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 136,299 $9.71M 5.49% +10,800 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 135,752 $9.67M 0.45% +100,353 13F-HR Timeline LifePlan Investment Advisors, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 131,646 $9.38M 2.64% -1,281 13F-HR Timeline Liberty Capital Management, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 125,786 $8.96M 1.58% +14,337 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 125,658 $8.95M 0.11% +28,809 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 125,540 $8.94M 2.26% +3,885 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 125,021 $8.91M 0.38% +52,360 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 124,817 $8.89M 6.96% +4,916 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 124,759 $8.89M 0.14% +1,707 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 123,979 $8.83M 4.78% +165 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 123,861 $8.83M 1.86% -2,159 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 123,668 $8.81M 2.37% +1,630 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 123,076 $8.77M 1% -4,675 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 123,023 $8.77M 1.5% +2,769 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 122,630 $8.74M 0.66% -471 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 122,355 $8.72M 1.66% -615,068 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 122,355 $8.72M 1.66% 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 121,792 $8.68M 3.68% +56,771 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 121,419 $8.65M 5.68% -1,106 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 121,249 $8.64M 0.42% -4,555 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 120,969 $8.62M 0.52% +7,179 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 120,847 $8.61M 1.61% -2,653 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 120,355 $8.58M 3.44% +6,187 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 120,142 $8.56M 4.7% +4,692 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 120,118 $8.56M 2.2% +857 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 119,521 $8.52M 6.65% -2,303 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 119,063 $8.48M 5.08% +10,067 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 118,526 $8.44M 4.19% -14,112 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 118,423 $8.44M 2.4% +4,405 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 117,852 $8.4M 3.9% +8,198 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 117,471 $8.37M 4.16% +425 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 117,247 $8.35M 0.22% -16,209 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 117,102 $8.34M 0.18% +3,868 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 116,694 $8.31M 1.12% +8,229 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 116,665 $8.31M 0.34% +7,383 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 116,358 $8.29M 2.52% -514 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 116,006 $8.27M 0.44% -4,967 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 115,808 $8.25M 2.14% -2,831 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 115,401 $8.22M 2.69% +66,614 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 114,509 $8.16M 5.99% +1,932 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 114,304 $8.14M 0.82% new 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 114,282 $8.14M 1.89% -679 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 114,219 $8.14M 1.98% +3,774 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 114,160 $8.13M 4.88% +5,711 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 114,099 $8.13M 1% +13,582 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 113,781 $8.11M 0.78% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 114,179 $8.07M 0.39% +5,726 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 112,709 $8.03M 0.02% +103,862 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 114,067 $8.03M 0.48% +572 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 113,061 $8.02M 1.67% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 112,261 $8M 0.53% +6,749 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 112,066 $7.98M 2.35% +2,462 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 111,647 $7.95M 0.31% +20,915 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 111,504 $7.94M 0.92% -8,207 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 111,135 $7.92M 0.74% -1,073 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 110,997 $7.91M 5.13% -6,443 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 110,345 $7.86M 5.92% +1,128 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 110,272 $7.86M 0.32% +8,499 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 110,196 $7.85M 1.38% +37,386 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 110,133 $7.85M 4.07% +8,943 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 109,163 $7.78M 0.73% +1,094 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 109,075 $7.77M 4.15% -129 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 108,932 $7.76M 4.79% +50,820 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 108,861 $7.76M 1.3% +686 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 108,524 $7.73M 0.32% -132,669 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 108,363 $7.72M 0.37% +4,982 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 108,344 $7.72M 1.33% -3,757 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 108,103 $7.7M 6.46% -18,313 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 107,880 $7.69M 2.59% +12,907 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 107,554 $7.66M 0.72% +11,123 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 107,529 $7.66M 2.58% +9,044 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 109,375 $7.63M 1.19% +3,487 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 106,443 $7.58M 0.82% +509 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 106,298 $7.57M 5.1% +744 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 106,082 $7.56M 0.61% +196 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 106,037 $7.56M 0.64% +352 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 106,015 $7.55M 5.61% -3,098 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 105,914 $7.55M 0.31% -1,106 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 105,674 $7.53M 3.18% -1,139 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 104,307 $7.43M 0.43% +5,463 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 104,132 $7.42M 3.08% +22,303 13F-HR Timeline Compass Financial Group, Inc. 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