Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 49,901 $3.35M 0.4% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 49,706 $3.34M 0.68% -8,029 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 49,044 $3.3M 0.13% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 48,895 $3.29M 0.75% +6,207 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 48,393 $3.25M 0.06% +210 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 47,969 $3.22M 0.07% +22,438 13F-HR Timeline TD Waterhouse Canada Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 46,186 $3.1M 0.38% +6,784 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,901 $3.09M 0.09% -2,027 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 45,780 $3.08M 0.84% +3,402 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 45,654 $3.07M 0.08% +4,548 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 44,819 $3.01M 0.75% -2,858 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 44,714 $3.01M 0.42% +108 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,611 $3M 0.01% +9 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,583 $3M 0.29% -255 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 44,558 $3M 0.76% -33,794 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 44,449 $2.99M 1.2% -3,572 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 44,370 $2.98M 2% +18,655 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,305 $2.98M 0.07% -1,767 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 44,131 $2.97M 0.22% +2,965 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 43,938 $2.95M 0.05% +363 13F-HR Timeline DHK Financial Advisors, Inc. 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A. More: the full row for WEBSTER BANK, N. A. 37,629 $2.53M 0.26% +2,345 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 37,425 $2.52M 0.04% -8,714 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37,394 $2.51M 0.11% -442 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 36,885 $2.48M 0.52% +5,229 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36,833 $2.48M 0.31% -951 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for Truepoint, Inc. 33,867 $2.28M 0.06% -573 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,684 $2.26M <0.01% -4,467 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 33,589 $2.26M 0.65% +107 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 33,361 $2.24M 0.85% +40 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 33,267 $2.24M 0.15% -746 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,904 $2.21M 0.11% +115 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 32,874 $2.21M 0.17% -3,227 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 32,711 $2.2M 0.72% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 32,643 $2.19M 1.08% -1,010 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 32,565 $2.19M 0.27% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 32,386 $2.18M 0.08% -2,392 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 32,352 $2.17M 0.68% -440 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32,294 $2.17M 0.11% -360 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,292 $2.17M 0.19% +8,906 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 32,232 $2.17M 1.04% -2,460 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 32,105 $2.16M 0.35% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 32,012 $2.15M 0.09% +401 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 31,990 $2.15M 1.19% -1,078 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 31,960 $2.15M 2.03% +737 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 31,943 $2.15M 0.16% -72 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 35,366 $2.15M 0.46% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 31,725 $2.13M 0.35% -315 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 31,559 $2.12M 3.49% +383 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 31,282 $2.1M 0.12% +69 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 31,274 $2.1M 0.49% -22,676 13F-HR Timeline S&CO INC More: the full row for S&CO INC 31,256 $2.1M 0.13% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,142 $2.09M 1.06% +1,821 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 31,109 $2.09M 0.31% -151 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 31,052 $2.09M 1.9% +18,256 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 30,972 $2.08M 0.93% +144 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,607 $2.06M 0.03% +204 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 30,290 $2.04M 0.21% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 30,153 $2.03M 0.15% +218 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 30,109 $2.02M 1.01% -1,077 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 29,973 $2.01M <0.01% +26,279 13F-HR/A Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 29,944 $2.01M 0.57% -2,030 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 29,467 $1.98M 0.73% +10,616 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 29,285 $1.97M 0.13% -185 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 29,191 $1.96M 0.11% -3,415 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,108 $1.96M 0.05% +15,342 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 28,999 $1.95M 0.22% -446 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 28,996 $1.95M 0.36% +218 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 28,933 $1.94M 0.06% +22,051 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 28,770 $1.93M 0.17% +203 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 28,716 $1.93M 0.03% +6,340 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 28,627 $1.92M 0.75% +6,373 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,483 $1.91M 0.06% -68,364 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28,436 $1.91M 0.25% -108,012 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 28,384 $1.91M 0.04% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 28,293 $1.9M 0.02% 0 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 28,010 $1.88M 0.51% +19,125 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 28,010 $1.88M 0.19% -9,467 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 27,822 $1.87M 0.63% -1,076 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,815 $1.87M 0.04% +9,674 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 27,784 $1.87M 0.15% -665 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 27,726 $1.86M 0.04% +4,112 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 27,356 $1.84M 0.15% +4,509 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 27,272 $1.83M 0.52% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 27,161 $1.83M 0.04% +5,617 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 26,844 $1.8M 1.46% -1,473 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,705 $1.8M 0.01% -232,358 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,396 $1.77M 0.04% +4,180 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 26,179 $1.76M 0.14% -137,484 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 26,442 $1.76M 0.08% +438 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 25,894 $1.74M 0.3% +129 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,686 $1.73M 0.37% -62 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 25,499 $1.71M 0.03% +2,449 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 25,087 $1.69M 0.47% +149 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 25,075 $1.69M 0.4% -185 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 24,777 $1.67M 0.35% -5,278 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 24,628 $1.66M 0.39% +2,583 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 24,529 $1.65M 0.68% +27 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 24,527 $1.65M 0.82% -429 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,515 $1.65M 0.08% +195 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 24,467 $1.64M 0.03% +627 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 24,434 $1.64M 0.6% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,298 $1.63M -215,064 Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 24,058 $1.62M 0.06% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 23,596 $1.59M 0.61% +8,290 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,394 $1.57M 0.28% -145 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 23,228 $1.56M 0.2% -1,431 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,134 $1.55M 0.23% +36 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,887 $1.54M 0.01% +2,394 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22,864 $1.54M 0.1% +2,926 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 22,798 $1.53M 0.06% -2,362 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 22,725 $1.53M 0.13% +1,605 13F-HR/A Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 22,683 $1.52M 0.49% -17 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 22,434 $1.51M 0.25% +1,159 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 22,433 $1.51M 0.06% +17,272 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,411 $1.51M 0.05% -1,168 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,193 $1.49M 0.01% +3,352 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 22,146 $1.49M 0.11% -63 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 22,135 $1.49M 0.01% +6,193 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 22,120 $1.49M 0.07% -1,367 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22,094 $1.49M 0.83% +1,998 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 22,033 $1.48M 1.39% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,371 $1.48M 0.69% 0 13F-HR Timeline Long Island Wealth Management, Inc. 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