Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 210,630 $12.4M 10.79% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 209,038 $12.3M 3.77% +10,313 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 205,494 $12.1M 0.54% +7,102 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 203,139 $12M 2.44% +28,025 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 199,845 $11.8M 5.65% +7,555 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 194,935 $11.5M 0.06% +24,102 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 187,843 $11.1M 0.01% +12,874 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 185,298 $10.9M 6.18% +14,482 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 182,835 $10.8M 2.76% +19,793 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 181,965 $10.7M 2.14% +12,384 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 181,517 $10.7M 0.06% +6,604 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 181,161 $10.7M 2.99% -445 13F-HR Timeline SimpliFi, Inc. 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More: the full row for DWM Financial Group, Inc. 120,240 $7.21M 6.42% 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 121,507 $7.17M 6.03% -2,329 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 119,204 $7.03M 0.01% +964 13F-HR Timeline Group Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 119,119 $7.03M 7.13% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 118,021 $6.96M 1.82% +27,559 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 117,824 $6.95M 1.65% +12,076 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 117,341 $6.92M 3.07% +5,709 13F-HR Timeline Constellation Investments, Inc. 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More: the full row for OMNI 360 Wealth, Inc. 111,489 $6.58M 3.04% -877 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 111,330 $6.57M 0.22% +97,694 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 110,787 $6.53M 2.36% -5,681 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 108,715 $6.41M 1.3% -1,704 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 107,526 $6.34M 0.02% +53,556 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 105,994 $6.25M 2.27% +9,555 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 105,738 $6.24M 0.03% -26,779 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 105,501 $6.22M <0.01% -38,644 13F-HR Timeline Group Axos Invest Inc. More: the full row for Axos Invest Inc. 105,408 $6.22M 4.55% -8,990 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 104,682 $6.17M 3.76% +7,719 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 103,384 $6.1M <0.01% +17,992 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 101,787 $6M 1.29% +33,749 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 101,751 $6M 0.08% +51,033 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 101,419 $5.98M 0.26% +11,051 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 101,153 $5.97M 1.87% +3,804 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 99,922 $5.89M 0.38% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 99,437 $5.86M 0.08% +5,764 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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More: the full row for Harvest Portfolios Group Inc. 95,157 $5.61M 0.08% -32,868 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 95,094 $5.61M 2.88% -2,487 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 94,943 $5.6M 0.12% +35,783 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 93,651 $5.52M 0.57% +76,435 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 93,290 $5.5M 0.12% +75,677 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 93,199 $5.5M 0.82% -8,099 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 93,050 $5.49M 0.77% +3,321 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 92,971 $5.48M 2.33% +10,869 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 92,642 $5.46M 0.22% +3,972 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 92,102 $5.43M 0.13% -9,965 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 91,481 $5.4M 2.45% -19,318 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 91,168 $5.38M 0.03% +58,396 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 89,882 $5.3M 0.01% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 89,590 $5.28M 2.31% +16,745 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 87,675 $5.17M 4.15% -1,854 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 87,150 $5.14M 0.08% +6,079 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 86,800 $5.14M 3.47% +5,100 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 87,050 $5.13M 2.87% +8,621 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 86,975 $5.13M 0.08% -23,465 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 86,505 $5.1M 0.01% +7,679 13F-HR/A Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 86,350 $5.09M 1.76% -34,672 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 86,052 $5.08M 3.74% +7,170 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 85,992 $5.07M 1.83% +16,356 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 85,000 $5.01M 2.23% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 84,552 $4.99M 0.01% +6,853 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 84,004 $4.95M 0.73% +3,450 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 83,380 $4.92M 4.22% -2,207 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 81,139 $4.79M 0.05% +9,415 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 80,295 $4.74M 0.6% -17,341 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 79,308 $4.68M 0.13% +63,338 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 79,120 $4.67M 2.46% -4,620 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 79,080 $4.66M 0.08% +3,135 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 78,552 $4.63M 0.75% -75,400 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 78,244 $4.61M 3.23% +1,625 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 77,371 $4.56M 2.77% +6,750 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 77,074 $4.55M 0.29% -2,869 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 77,481 $4.54M 0.24% +10,110 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 77,093 $4.52M 0.06% -17,770 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 76,117 $4.49M 0.02% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 75,445 $4.45M 0.63% +815 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 74,948 $4.42M 0.08% +2,074 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 74,691 $4.41M 3.22% -9,668 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 73,858 $4.36M 0.24% +3,481 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 73,044 $4.3M 0.14% +2,098 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 72,206 $4.26M 1.22% +1,433 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 72,171 $4.26M 2.64% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 71,922 $4.24M 0.1% +3,483 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 71,261 $4.2M 1.12% +468 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 70,797 $4.18M 0.01% +2,184 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 70,746 $4.17M 0.15% +24,466 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 70,679 $4.17M 0.09% 0 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 70,398 $4.15M 0.79% -70,849 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 68,544 $4.08M 0.25% 0 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 68,949 $4.07M 0.14% -8,432 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 68,285 $4.03M 0.79% +2,760 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 68,095 $4.02M 0.15% -291 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 67,887 $4M 1.13% +2,625 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 67,876 $4M 0.86% -1,325 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 67,450 $3.98M 1.21% +13,315 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 67,206 $3.96M 1.13% -3,196 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 66,872 $3.94M 0.19% +9,388 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 66,645 $3.93M 0.14% +59 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 12,682 $3.89M 2.57% -37,277 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 65,768 $3.88M 0.46% -1,448 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 65,210 $3.85M 0.23% +11,780 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 65,152 $3.84M 0.18% -1,480 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 64,870 $3.83M 0.71% +1,809 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 64,792 $3.82M 0.01% +4,451 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 64,284 $3.76M 0.1% -1,320 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 62,299 $3.67M 1.01% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 60,803 $3.59M 0.39% +1,861 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 60,133 $3.55M 0.87% +37,022 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 59,363 $3.5M 0.04% -1,834 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 59,352 $3.5M 0.8% -15,687 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 58,513 $3.45M 0.24% +1,714 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 58,344 $3.44M 2.65% +4,160 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 57,888 $3.41M 1.47% +9,072 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 57,303 $3.38M 1.21% +7,206 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 56,703 $3.34M 0.11% +7,720 13F-HR Timeline NORTHWESTERN UNIVERSITY More: the full row for NORTHWESTERN UNIVERSITY 56,491 $3.33M 5.26% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 56,306 $3.32M 0.43% +1,442 13F-HR/A Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 54,954 $3.24M 0.22% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 55,931 $3.24M 1.95% +569 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 54,614 $3.22M 0.01% +8,322 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 54,424 $3.21M 1.47% +1,299 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 54,408 $3.21M 0.04% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 54,048 $3.19M 0.09% +2,149 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 54,057 $3.18M 0.02% +37,459 13F-HR Timeline Group COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 53,371 $3.15M 3% +628 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 53,260 $3.14M 0.32% -588 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 53,168 $3.14M 0.67% +6,649 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 52,802 $3.12M 0.36% +2,971 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 52,701 $3.11M 1.87% -14,958 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 52,410 $3.09M 0.27% +34,165 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 51,992 $3.07M 0.64% +2,602 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 51,259 $3.02M 0.03% +724 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 50,973 $3.01M 0.02% +32,438 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 50,755 $2.99M 0.73% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 50,663 $2.99M 0.27% +45,545 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 50,560 $2.98M 1.07% -2,613 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 50,028 $2.96M 0.08% +20,849 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 49,709 $2.93M 0.17% +471 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 49,686 $2.93M 1.9% -745,333 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 49,065 $2.89M 1.41% +6,835 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 47,980 $2.83M 0.04% +1,889 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 47,161 $2.78M 0.03% +2,532 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 46,685 $2.75M 0.72% +674 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 46,081 $2.72M 1.5% -17,572 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 45,950 $2.71M 0.8% +7,470 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 45,902 $2.71M 0.12% +19,576 13F-HR Timeline