Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 145,511 $9.09M 0.31% -15,904 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 144,925 $9.05M 3.76% -3,449 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 144,656 $9.04M 3.28% +23,012 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 144,395 $9.02M 3.4% +6,127 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 144,245 $9.01M 0.11% +47,167 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 143,483 $9.01M 8.36% 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 144,100 $9M 4.03% +65,000 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 143,482 $8.96M 2.34% -7,948 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 142,997 $8.93M 2.91% +10,382 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 142,678 $8.91M 2.35% +480 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 142,481 $8.9M 0.35% +524 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 142,468 $8.9M 8.5% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 159,907 $8.84M -9,430 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 140,654 $8.79M 0.17% -2,996 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 140,301 $8.76M 0.38% +3,378 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 140,091 $8.75M 1.01% +6,711 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 139,223 $8.7M 1.02% +5,274 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 138,793 $8.67M 3.73% +30,703 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 138,174 $8.63M 2.74% -1,568 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 138,125 $8.63M 0.54% +14,022 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 137,817 $8.61M 1.2% +6,051 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 137,477 $8.59M 3.06% -3,035 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 137,009 $8.56M 0.92% +13,787 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 137,003 $8.56M 2.56% -3,216 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 136,631 $8.54M 0.9% +16,566 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 136,321 $8.53M 2.56% +1,885 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 135,532 $8.47M 4.29% +314 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 135,515 $8.47M 0.81% +7,977 13F-HR/A Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 135,462 $8.46M 1.85% +5,190 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 135,439 $8.46M 0.17% +10,945 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 134,136 $8.42M 0.32% +22,434 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 134,475 $8.4M 2.49% -20,913 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 134,320 $8.39M 1.45% -148 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 133,164 $8.32M 0.47% +5,271 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 132,929 $8.3M 4.15% +18,840 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 132,520 $8.28M 6.58% +9,143 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 132,476 $8.28M 3.97% +243 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 132,054 $8.25M 2.28% -7,113 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 131,987 $8.25M 1.54% +3,813 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 131,758 $8.23M 4.01% +38,861 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 131,483 $8.21M 2.13% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 131,079 $8.19M 0.43% +1,822 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 130,993 $8.18M 8.17% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 130,375 $8.14M 0.55% +94,125 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 130,143 $8.13M 0.51% +8,432 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 130,096 $8.13M 1.63% +2,450 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 130,091 $8.13M 1.89% -12,012 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 129,868 $8.11M 0.38% +65,193 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 129,578 $8.09M 0.77% +18,764 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 129,496 $8.09M 0.13% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 128,702 $8.04M 0.26% -25,595 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 128,566 $8.03M 7.54% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 128,217 $8.01M 6.4% +8,418 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 127,975 $7.99M 2.06% +1,879 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 120,351 $7.92M 0.2% +3,279 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 125,909 $7.87M 5.92% +17,692 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 125,862 $7.86M 0.51% -3,567 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 124,709 $7.79M 0.01% -6,901 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 124,402 $7.77M 5.77% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 124,352 $7.77M 0.58% +3,643 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 124,036 $7.75M 4.9% +9,475 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 123,771 $7.73M 5.81% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 123,701 $7.73M 0.65% +1,853 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 123,451 $7.71M 0.21% +5,117 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 123,208 $7.7M 6.8% +12,740 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 123,129 $7.69M 0.45% -1,943 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 122,834 $7.67M 0.55% +5,110 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 122,675 $7.66M 1.53% -1,170 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 122,482 $7.65M 4.51% +2,756 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 121,717 $7.6M 3.1% +11,435 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 121,635 $7.6M 2.33% +1,215 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 120,908 $7.55M 5.68% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 120,765 $7.54M 1.89% +12,562 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 120,398 $7.52M 0.33% +1,658 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 120,273 $7.51M 4.62% 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 120,176 $7.51M 3.38% +4,778 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 119,824 $7.49M 0.14% -2,165 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 119,317 $7.45M 3.96% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 119,205 $7.45M 6.04% 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 119,009 $7.43M 2.27% +4,172 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 118,762 $7.42M 0.34% +9,280 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 118,401 $7.4M 0.2% -2,748 13F-HR/A Timeline Group Creekside Partners More: the full row for Creekside Partners 117,768 $7.36M 3.11% +2,653 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 117,703 $7.35M 1.15% +45,215 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 117,502 $7.34M 2.5% +296 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 117,426 $7.34M 0.97% -1,952 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 117,231 $7.32M 6.29% +41,691 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 117,091 $7.31M 2.02% +216 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 117,031 $7.31M 4.93% 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 116,956 $7.31M 3.79% -3,208 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 115,996 $7.25M 0.52% +81,273 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 115,864 $7.24M 3.91% -9,299 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 114,461 $7.23M 2.4% +2,546 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 115,290 $7.2M 4.35% +2,469 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 115,261 $7.2M 0.24% +36,264 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 115,164 $7.19M 3.51% +1,087 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 115,011 $7.18M 1.12% +1,908 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 114,437 $7.15M 5.95% +5,873 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 114,349 $7.14M 1.35% -12,353 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 114,120 $7.13M 5.42% +561 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 114,108 $7.13M 5.16% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 113,781 $7.11M 0.69% 0 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 113,061 $7.1M 1.41% 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 113,158 $7.07M 1.82% +5,551 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 113,062 $7.06M 0.79% +44,134 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 112,911 $7.05M 4.39% +3,230 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 112,233 $7.01M 4.23% +10,732 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 112,201 $7.01M 1.3% +1,051 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 110,300 $6.89M 3.86% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 109,726 $6.85M 0.48% -55,977 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 109,577 $6.85M 2.86% -7,010 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 109,546 $6.84M 1.54% +22,099 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 109,492 $6.84M 1.97% +5,347 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 109,446 $6.84M 2.08% -3,557 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 109,305 $6.83M 1.07% +5,562 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 108,925 $6.8M 0.31% -3,657 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 108,863 $6.8M 0.6% +11,451 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 108,382 $6.77M 0.4% +33,406 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 107,832 $6.74M 0.71% +628 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 107,047 $6.69M 1.3% -1,966 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 106,989 $6.68M 0.85% +778 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 106,920 $6.68M 2.95% +177 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 106,836 $6.67M 0.48% +56,124 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 106,473 $6.65M 1.34% +49,260 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 106,414 $6.65M <0.01% +43,363 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 106,190 $6.63M 2.77% +810 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 106,153 $6.63M 1.92% +14,185 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 106,021 $6.62M 0.69% +17,093 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 101,879 $6.62M 0.56% +4,048 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 103,965 $6.61M 0.16% +1,225 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 105,763 $6.61M 0.6% +1,486 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 105,323 $6.58M 0.1% +14 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 104,995 $6.56M 0.09% -62 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 104,823 $6.55M 0.51% +37,980 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 100,658 $6.53M 1.11% +2,557 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 104,531 $6.53M 3.6% -1,945 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 104,253 $6.51M 0.41% +27,376 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 104,245 $6.51M 0.62% -2,146 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 104,166 $6.51M 0.29% -7,979 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 103,620 $6.47M 1.82% +4,254 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 103,043 $6.44M 4.31% +894 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 102,846 $6.42M 0.19% -16,905 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 102,740 $6.42M 3.57% +83,511 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 102,677 $6.41M 6.21% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 102,614 $6.41M 0.33% -1,774 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 102,480 $6.4M 4.17% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 102,463 $6.4M 0.3% +49,978 13F-HR/A Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 102,296 $6.39M 5.09% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 102,265 $6.39M 0.88% +3,653 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 102,110 $6.38M 0.08% -61,958 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 102,030 $6.37M 0.25% -1,351 13F-HR Timeline Group Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 101,776 $6.36M 5.61% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 101,663 $6.35M 0.82% +14,256 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 101,569 $6.34M 1.32% +9,059 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 101,354 $6.33M 1.42% -519 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 100,990 $6.31M 3.92% +3,417 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 100,591 $6.28M 2.61% +10,535 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 100,522 $6.28M 0.06% +1,890 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 100,398 $6.27M 0.48% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 100,308 $6.27M 0.43% +5,401 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 100,270 $6.26M 0.76% +4,030 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 100,226 $6.26M 0.22% +19,926 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 100,243 $6.26M 0.3% +13,713 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 99,852 $6.24M 0.37% -66,823 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 99,727 $6.23M 4.76% -1,475 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 99,445 $6.21M 2.69% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 98,488 $6.15M 0.22% -46,387 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 98,424 $6.15M 3.76% +6,856 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 98,204 $6.13M 0.43% -3,342 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 98,102 $6.13M 3.35% +10,357 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 97,972 $6.12M 0.48% +4,951 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 97,552 $6.09M 0.95% +27,144 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 97,303 $6.08M 0.31% +20,769 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 97,278 $6.08M 0.11% +2,389 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 96,013 $6M 3.91% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 95,304 $5.95M 0.69% +19,736 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 95,183 $5.95M 0.14% -1,908 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 94,927 $5.93M 1.3% -2,135 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 94,836 $5.92M 1.36% -3,376 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 94,752 $5.92M 0.05% +54,747 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 94,559 $5.91M 2.81% +2,622 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 88,104 $5.89M 0.73% -58,786 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 94,174 $5.88M 1.97% +1,559 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 94,046 $5.88M 0.06% -24,693 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 94,024 $5.87M 0.61% +42 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 93,579 $5.85M 0.72% +21,728 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 92,955 $5.81M 1.12% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 92,361 $5.77M 0.47% -38,426 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 92,201 $5.76M 27.23% +2,080 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 91,958 $5.74M 0.66% -130 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 91,937 $5.74M 0.39% -63 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 91,810 $5.74M 0.76% -6,253 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 91,806 $5.74M 2.72% +7,333 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 91,445 $5.71M 7.92% -14,158 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 91,439 $5.71M 1.13% +426 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 91,120 $5.69M 0.16% +16,606 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 90,975 $5.68M 0.76% +42,777 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 90,908 $5.68M 2.13% +4,650 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 90,792 $5.67M 1.63% -1,784 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 90,614 $5.66M 2.76% -2,144 13F-HR Timeline