Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 57,283 $4.21M 0.22% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 56,377 $4.15M 0.07% +858 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 56,269 $4.14M 5.1% -1,976 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 55,705 $4.1M 0.58% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 55,701 $4.1M 0.01% +5,933 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 55,390 $4.07M 0.36% -629 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 55,218 $4.06M 0.83% +392 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 54,925 $4.04M 0.2% +6,923 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 54,800 $4.03M 1.47% +11,900 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 54,117 $3.98M 0.22% +3,926 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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More: the full row for CIBC WORLD MARKET INC. 52,914 $3.89M 0.01% +4,107 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,632 $3.87M 1.63% -68 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 52,460 $3.86M 0.83% +5,359 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 52,314 $3.85M 0.88% -50 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,070 $3.83M +31,820 Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 52,033 $3.83M 3.12% 13F-HR/A Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 51,984 $3.82M 0.4% +588 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,898 $3.82M 0.2% +781 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 51,657 $3.8M 0.18% -53 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 51,523 $3.79M 0.77% +1,010 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 51,309 $3.77M 2.3% -3,263 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 50,415 $3.71M 0.12% -1,614 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 50,364 $3.7M <0.01% -531,506 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 50,133 $3.69M 0.77% -1,785 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $3.68M 3.54% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,537 $3.64M 0.07% +18,154 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 49,189 $3.62M 0.22% +4,782 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 48,889 $3.6M 1.22% -376 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 48,863 $3.59M 0.08% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 48,601 $3.58M 0.04% +29,090 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 48,425 $3.56M 0.07% +4,784 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 48,289 $3.55M 2.67% +26,323 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 48,195 $3.55M 0.02% +857 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 47,804 $3.52M 1.66% +913 13F-HR Timeline Security Financial Services, INC. 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A. 45,074 $3.32M 0.31% +5,721 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 44,976 $3.31M 2.73% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,975 $3.31M 0.29% +392 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,952 $3.31M 0.01% -388 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 44,832 $3.3M 0.06% +22,029 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44,742 $3.29M 0.07% -2,795 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 44,290 $3.26M 0.68% -1,145 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 44,143 $3.25M 0.05% -50 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 43,782 $3.22M 1.16% -323 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 43,700 $3.21M 0.39% -148 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 43,620 $3.21M 0.15% +693 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 41,378 $3.17M 0.54% +1,128 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 42,984 $3.16M 0.11% +668 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 42,967 $3.16M 0.58% +3,721 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,685 $3.14M 0.04% -10,246 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 42,071 $3.09M 1.98% -2,300 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 42,065 $3.09M 0.08% +5,214 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 42,065 $3.09M 0.05% +12 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 42,049 $3.09M 2.12% +82 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,960 $3.09M 0.1% -83 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 41,848 $3.08M 0.21% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 41,848 $3.08M 0.27% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 41,659 $3.06M 1.07% +49 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 41,524 $3.05M 0.33% +2,592 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. 41,506 $3.05M 0.06% +3,355 13F-HR Timeline Group Gibraltar Capital Management, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 36,070 $2.65M 0.11% +472 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 36,050 $2.65M 0.13% +280 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for StoneX Group Inc. 34,903 $2.57M 0.11% -39,300 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 34,692 $2.55M 0.19% +1,074 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 34,474 $2.54M 0.21% -343 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 34,202 $2.52M 0.05% -771 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 34,022 $2.5M 0.39% +102 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,984 $2.5M 0.06% +13,449 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 33,900 $2.49M 1.85% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 33,734 $2.48M 0.81% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 33,452 $2.46M 0.15% 0 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 33,357 $2.45M 1.13% 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 33,309 $2.45M 2.69% 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 33,257 $2.45M 0.74% -85 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 33,179 $2.44M 0.2% +2,088 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,043 $2.43M <0.01% -219 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 32,835 $2.42M 1.03% -1,010 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 32,729 $2.41M 2.16% +1,509 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 32,715 $2.41M 0.05% -109 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 32,626 $2.4M 0.29% -2,000 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 32,565 $2.4M 0.24% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 32,562 $2.4M 2.35% -3,503 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 32,519 $2.39M 1.03% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 32,273 $2.37M 1.24% +4,599 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 32,185 $2.37M 0.16% +370 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 32,135 $2.36M 0.34% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 32,115 $2.36M 0.1% +3 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 32,000 $2.35M 0.41% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,904 $2.35M 0.08% -7,374 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 31,832 $2.34M 0.03% +60 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 30,673 $2.34M 2.17% 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 31,793 $2.34M 0.17% +1,564 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 31,730 $2.33M 0.2% -705 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 31,705 $2.33M 0.22% new 13F-HR/A Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 31,669 $2.33M 1.11% +468 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,547 $2.32M 0.97% -26 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 31,433 $2.31M 0.32% -1,244 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 31,342 $2.31M 0.9% +318 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 31,282 $2.3M 0.13% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 31,256 $2.3M 0.14% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 31,240 $2.3M 0.63% -6,450 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 31,193 $2.29M 0.92% +24,030 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 30,886 $2.27M 0.13% +27,614 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 30,565 $2.25M 3.32% -1,816 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 30,262 $2.23M 2.08% 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 30,103 $2.21M 0.24% -6,055 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 30,045 $2.21M 0.65% -2,347 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 29,596 $2.18M 0.1% 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,151 $2.14M 0.04% -1,690 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 28,969 $2.13M 0.07% -2,427 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 28,834 $2.12M 0.04% -3,980 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 28,814 $2.12M 0.18% -4,712 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 28,765 $2.12M 0.95% -69 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 28,641 $2.11M 0.13% -335 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 28,627 $2.11M 0.17% +480 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 28,586 $2.1M 0.02% -1,853 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 28,511 $2.1M 0.22% -73,987 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28,424 $2.09M 0.28% +34 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 28,293 $2.08M 0.02% 0 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 28,204 $2.07M 0.54% -975 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 28,174 $2.07M 0.04% -5,981 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 28,152 $2.07M <0.01% -18,552 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 28,117 $2.07M 0.04% -130 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 27,919 $2.05M 0.02% +8,993 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 27,737 $2.04M 0.15% -47 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 27,671 $2.04M 0.47% +399 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,611 $2.03M 0.01% +17,523 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 27,603 $2.03M 1.15% +5,546 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 27,562 $2.03M 0.16% -54,102 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27,310 $2.01M 0.87% +1,445 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 27,195 $2M 0.24% +4,141 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 27,125 $2M 0.34% -1,653 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26,921 $1.99M 0.08% +24,448 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 26,896 $1.98M 0.31% +8,312 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26,835 $1.97M 0.11% +227 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 26,609 $1.96M <0.01% -13,882 13F-HR Timeline Group GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 26,547 $1.95M 1.56% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 26,442 $1.95M 0.02% +8,588 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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