Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 178,394 $10.2M 2.83% +3,259 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 177,379 $10.2M 3.59% +12,084 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 176,302 $10.1M <0.01% +19,528 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 175,954 $10.1M 0.08% +4,141 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 174,276 $10M 0.36% +11,627 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 170,033 $9.76M 2.78% +2,210 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 167,362 $9.61M 0.06% +32,408 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 167,301 $9.61M 0.31% -1,771 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 166,331 $9.55M 5.88% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 165,157 $9.48M 0.03% +4,298 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 162,750 $9.34M 0.48% +3,276 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 162,692 $9.34M 0.23% +113 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 160,881 $9.24M 0.1% +6,977 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 160,061 $9.19M 0.06% +11,626 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 157,526 $9.04M 0.08% +4,406 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 156,179 $8.97M 3.2% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 154,710 $8.88M 0.4% +22,469 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 154,235 $8.85M 0.41% -1,390 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 153,907 $8.84M 6.38% -7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 153,876 $8.83M 4.11% +21,916 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 152,968 $8.78M 0.04% +11,308 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 151,769 $8.71M 2.24% +133,810 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 146,997 $8.44M 2.09% -1,006 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 146,362 $8.4M 3.63% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 146,317 $8.4M 0.73% +3,855 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 146,248 $8.4M 0.17% -14,547 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 139,334 $8.35M 0.05% -14,723 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 144,268 $8.28M 2.73% +112 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 142,647 $8.19M 0.95% +6,242 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 142,132 $8.16M 0.28% +72,903 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 140,855 $8.09M 1.33% -1,020 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 134,830 $8M 3.59% +3,971 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 138,435 $7.95M 3.11% +6,391 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 136,233 $7.82M 7.35% 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 136,145 $7.82M 5.67% -229,486 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 135,252 $7.76M 0.13% -7,078 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 133,373 $7.66M 5.26% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 131,524 $7.55M 0.59% -17,899 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 130,372 $7.48M 3.68% +6,142 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 127,728 $7.33M 0.33% -5,501 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 127,221 $7.3M 0.08% +1,875 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 125,986 $7.23M 2.54% +31,064 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 125,058 $7.18M 2.36% -111 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 124,595 $7.15M 0.16% -763 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 124,366 $7.14M -2,337 Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 122,586 $7.04M 0.57% +2,941 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 122,151 $7.01M 0.26% +17,071 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 121,907 $7M 4.99% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 121,765 $6.99M 1.94% +704 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 113,745 $6.87M 1.96% +8,212 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 117,173 $6.73M 0.14% +269 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 116,931 $6.71M 0.6% +851 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 116,850 $6.71M 0.85% +5,088 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 116,122 $6.67M 0.64% -3,880 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 115,614 $6.64M 0.04% -6,737 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 115,446 $6.63M 0.93% -34,309 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 114,241 $6.56M 0.09% -240 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 113,375 $6.51M 0.81% +4,345 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 112,037 $6.43M 0.26% -4,502 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 111,979 $6.43M 0.41% -2,646 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 110,990 $6.37M 4.27% +2,457 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 110,370 $6.36M 0.16% +3,115 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 110,020 $6.32M 3.18% +6,248 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 109,869 $6.31M 0.93% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 109,712 $6.3M <0.01% -953,654 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 109,144 $6.27M 1.29% 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 106,499 $6.11M 0.06% +12,209 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 105,872 $6.08M 0.21% -5,454 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 105,797 $6.07M 1.01% +3,584 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 105,460 $6.05M 1.96% -851 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 105,307 $6.05M 0.06% -10,745 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 104,481 $6.03M 0.01% -21,116 13F-HR Timeline Group Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 104,764 $6.01M 2.04% -379 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 104,442 $6M 0.37% -1,248 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 102,830 $5.9M 0.55% -2,458 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 101,818 $5.85M 4.6% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 101,507 $5.83M 0.04% +8,368 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 101,500 $5.83M 2.63% -11,295 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 101,253 $5.81M 3.75% -3,239 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 100,245 $5.76M 0.07% -1,870 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 98,316 $5.64M 0.05% -2,188 13F-HR/A Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 97,666 $5.61M 1.26% -3,048 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 96,676 $5.55M 2.59% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 96,403 $5.53M 2.35% -5,205 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 96,240 $5.53M 0.27% +3,375 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 95,873 $5.5M 4.28% -320,333 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 94,749 $5.44M 1.38% -4,087 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 93,600 $5.37M 0.18% +30,985 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 92,692 $5.32M 0.24% -1,451 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 92,156 $5.29M 0.32% +10,782 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 88,750 $5.1M 0.02% +3,521 13F-HR/A Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 88,498 $5.08M 4.5% +485 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 88,183 $5.06M 0.37% -31,275 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 87,965 $5.05M 0.4% -415 13F-HR Timeline M Financial Asset Management, Inc. More: the full row for M Financial Asset Management, Inc. 85,644 $4.94M 23.93% -25,620 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 86,314 $4.94M 0.59% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 85,673 $4.92M 0.07% -1,144 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 82,746 $4.75M 0.23% -276 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 82,652 $4.75M 0.28% +89 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 80,635 $4.63M <0.01% +69,609 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 79,310 $4.55M 0.13% +3,059 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 79,025 $4.54M 0.54% -1,238 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 78,608 $4.51M 0.1% +1,948 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 76,777 $4.41M <0.01% -2,308 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 76,751 $4.41M 0.83% +8,562 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 76,055 $4.37M 0.73% -2,432 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75,575 $4.34M 1.83% +1,201 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 75,514 $4.33M 0.66% +397 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 75,139 $4.31M 0.08% +5,478 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 73,444 $4.22M 3.12% +1,849 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 73,311 $4.21M 0.63% -874 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 73,020 $4.19M 0.43% -11,200 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 72,152 $4.14M 0.48% +30,588 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 71,807 $4.12M 3.53% -663 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 71,365 $4.1M 1.03% +3,922 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 71,273 $4.09M 0.52% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 71,034 $4.08M 2.58% -153,561 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 70,293 $4.04M 0.25% +12,789 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 70,156 $4.03M 0.5% +41 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 69,805 $4.01M 2.65% -1,467 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 69,129 $3.97M 0.04% +9,106 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 82,065 $3.94M 0.19% +55,234 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 68,346 $3.92M 0.13% -900 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 68,135 $3.91M 0.38% -3,497 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 68,064 $3.91M 0.05% +5,249 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 68,014 $3.9M <0.01% -42,708 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 66,787 $3.83M 1.34% -3,621 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 66,511 $3.82M 0.27% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 65,946 $3.79M 0.42% -847 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 63,278 $3.78M 0.1% -4,358 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 65,800 $3.78M <0.01% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 65,690 $3.77M 0.42% -1,500 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 65,854 $3.72M 3.59% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 64,674 $3.71M 0.18% +105 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 64,624 $3.71M 0.01% +41 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 64,595 $3.71M 1.8% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 64,176 $3.64M 0.19% +27,477 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 63,052 $3.62M 0.24% +20,847 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 62,978 $3.62M 0.01% -16,849 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 62,889 $3.61M 0.16% -158 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 62,493 $3.59M 0.08% -369 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 62,372 $3.58M 1.23% +3,258 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 61,559 $3.53M 2.72% +2,365 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 60,288 $3.46M 2.45% +200 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 59,002 $3.39M 0.08% +1,018 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 58,757 $3.37M 0.07% +16,066 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 58,500 $3.36M 0.39% -1,400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 58,474 $3.36M 0.63% +7,666 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 57,966 $3.33M 0.05% +998 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 57,337 $3.29M 0.34% -334 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 57,179 $3.28M 0.09% +485 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 57,102 $3.28M 1.05% +1,434 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 56,952 $3.27M 0.18% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 57,377 $3.25M 0.71% +7,597 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 56,282 $3.23M 3.25% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 56,014 $3.22M 0.01% +13,178 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 55,912 $3.21M 0.22% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 55,682 $3.2M 2.36% -8,651 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 50,745 $3.13M 0.19% -49 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 54,016 $3.1M 0.63% +117 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 53,694 $3.08M 0.79% +293 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 53,293 $3.06M 2.07% +485 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 52,989 $3.04M 1.31% -236 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 52,914 $3.04M 0.53% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,546 $3.02M 1.75% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 52,349 $3.01M 0.02% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,887 $2.98M 0.22% +4,006 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 51,522 $2.96M 0.04% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 53,957 $2.94M 1.42% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 50,944 $2.93M 2.14% 13F-HR/A Timeline NYL Investors LLC More: the full row for NYL Investors LLC 50,800 $2.92M 0.26% +3,300 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 50,568 $2.9M 0.05% -6,352 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 50,112 $2.88M 0.16% -4,598 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 49,796 $2.86M 0.66% -498 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 47,594 $2.85M 0.22% +26,326 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 49,391 $2.84M 0.73% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 49,154 $2.82M 0.12% +297 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 49,087 $2.82M 0.3% -627 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 49,063 $2.82M 0.44% +524 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 48,869 $2.81M 1.33% +663 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 48,790 $2.8M 0.72% -2,065 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 48,566 $2.79M 0.09% +432 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 48,039 $2.76M 1.04% -500 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 46,446 $2.67M 0.63% -494 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 46,219 $2.65M 0.51% new 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 46,199 $2.65M <0.01% new 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 46,148 $2.65M 0.33% +1,203 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,825 $2.63M -26,766 Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 45,563 $2.62M 0.28% -955 13F-HR/A Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 45,472 $2.61M 1.93% -1,645 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 45,353 $2.6M 0.05% -1,767 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 45,080 $2.59M 0.01% -1,476 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 44,593 $2.56M 0.04% +867 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 44,551 $2.56M 0.13% -3,197 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 44,429 $2.55M 0.38% +159 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 44,371 $2.55M 0.03% +1,321 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 44,255 $2.54M 0.22% -427 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 44,134 $2.53M 0.97% -235 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 43,731 $2.51M 1.52% +11 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 43,702 $2.51M 0.38% -1,111 13F-HR Timeline