Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 116,872 $6.78M 0.16% new 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 115,689 $6.71M 2.15% +32,461 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 115,290 $6.69M 0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 115,187 $6.68M 0.06% +11,010 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 114,802 $6.66M 4.59% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 114,366 $6.63M 4.2% -9,849 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 112,511 $6.53M 0.01% -216,656 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 111,390 $6.46M 0.58% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 111,203 $6.45M 0.06% +8,001 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. 109,673 $6.36M 0.44% +11,515 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 105,903 $6.14M 1.95% +4,858 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 105,486 $6.12M 1.86% -4,925 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 104,708 $6.07M 0.29% +13,662 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 104,687 $6.07M 0.87% +7,908 13F-HR Timeline AGILIS PARTNERS LLC More: the full row for AGILIS PARTNERS LLC 104,602 $6.07M 1.83% -1,599 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 104,290 $6.04M 4.66% +19,958 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 104,027 $6.03M 0.04% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 101,847 $5.91M 0.9% +17,073 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 101,697 $5.9M 2.04% -8,191 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 101,387 $5.88M 0.04% +2,900 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 100,075 $5.8M 0.38% -11,355 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 99,865 $5.79M <0.01% -282,775 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 99,265 $5.76M 2.41% +2,909 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 97,264 $5.64M 5.15% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 96,710 $5.64M 4.85% 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 95,711 $5.55M 3.69% +14,937 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 95,691 $5.55M 0.14% +7,680 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 95,576 $5.54M 0.12% +20,870 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 94,855 $5.5M 1.13% +4,997 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 93,923 $5.45M 2.57% +26,381 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 93,701 $5.44M 0.07% -73,327 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 93,399 $5.42M 2.4% -1,527 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 92,977 $5.39M 0.18% +24,936 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 93,276 $5.36M -721 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 91,174 $5.29M 0.67% +1,599 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 90,423 $5.24M 0.38% +11,147 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 90,422 $5.24M 0.04% -3,252 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 89,391 $5.18M 1.37% +3,583 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 88,501 $5.13M 0.16% +88,412 13F-HR/A Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 88,382 $5.13M 3.02% +1,746 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 88,269 $5.12M 2.02% -39,268 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 87,531 $5.08M 1.76% +2,534 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 87,066 $5.05M 2.06% +9,593 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 86,581 $5.02M 0.09% -151,050 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 84,709 $4.91M 0.14% -4,474 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 84,272 $4.89M 1.28% +493 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 83,882 $4.87M 0.36% +3,855 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 82,181 $4.77M 0.07% +48,333 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 81,817 $4.75M 0.89% -5,422 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 81,308 $4.72M 2.74% +10,894 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 80,410 $4.66M 1.05% +345 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 79,846 $4.63M -15,707 Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 79,663 $4.62M 1.72% +3,402 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 79,516 $4.61M 0.05% -11,072 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 79,482 $4.61M 0.07% +4,858 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 79,417 $4.61M 1.64% +3,583 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 79,037 $4.58M 0.38% +78,880 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 78,224 $4.54M <0.01% +72,169 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 77,207 $4.48M 0.01% +18,387 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 76,280 $4.42M 0.49% +25,750 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 74,625 $4.33M 1.55% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 71,494 $4.29M 0.09% +95 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 73,439 $4.28M 1.5% +1,257 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 73,110 $4.24M 3.67% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 72,987 $4.23M 0.45% +8,377 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 72,521 $4.21M 4.01% 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 71,443 $4.14M 0.35% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 71,078 $4.12M 0.32% +36,490 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 70,828 $4.11M 0.24% +56,593 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 70,736 $4.1M 3.46% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 70,411 $4.08M 0.01% +9,802 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 69,581 $4.04M <0.01% +4,678 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 68,765 $3.99M 3.52% +1,825 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 68,361 $3.96M 1.14% -147 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 67,595 $3.92M 0.02% -10,688 13F-HR/A Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 67,593 $3.92M 3.83% 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 67,185 $3.9M 1.29% +2,208 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 65,632 $3.81M 0.88% +4,812 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 65,547 $3.8M 3.38% -57,369 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 65,330 $3.79M 1.22% -1,188 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 65,087 $3.78M 2.47% +1,634 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 64,422 $3.74M 1.65% -1,539 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 63,282 $3.67M 0.28% +2,467 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 63,147 $3.66M 0.86% +1,326 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 63,130 $3.63M 0.88% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 62,448 $3.62M 0.63% -32,391 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 61,773 $3.58M 0.16% +6,480 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 60,208 $3.49M 0.01% -154,722 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 59,868 $3.47M 1.21% -19,569 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 59,800 $3.47M 0.11% -500 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 59,757 $3.47M 0.41% -1,901 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 59,669 $3.46M 0.19% +25,900 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 58,964 $3.42M 0.02% +5,322 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 58,801 $3.41M 0.26% -1,017 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 58,790 $3.41M 1.74% +47,575 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 58,736 $3.41M <0.01% +7,324 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 58,606 $3.4M 0.14% +42,315 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 58,340 $3.38M 1.9% -5,980 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 58,328 $3.38M 0.19% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 58,704 $3.38M 0.18% +11,870 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 57,626 $3.34M 1.84% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 57,439 $3.33M 0.41% +28,519 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 57,018 $3.31M 1.7% -8,112 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 56,690 $3.29M 1.85% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 56,097 $3.25M 3.25% -10,271 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 55,717 $3.23M 1.05% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 55,626 $3.23M 3.23% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 55,560 $3.22M 0.01% +43,271 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 55,549 $3.22M 0.04% new 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 54,954 $3.19M 0.23% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 54,743 $3.18M 0.18% -5,828 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 54,723 $3.17M 3.27% 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 52,985 $3.07M 0.67% -3,022 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 52,570 $3.05M 1.47% -6,670 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 52,385 $3.04M 0.05% +23,088 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 52,300 $3.03M 0.01% -934 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 52,272 $3.03M 0.04% +3,101 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 52,191 $3.03M 2.93% +8,787 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51,049 $2.96M 0.08% +1,379 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 50,757 $2.94M 0.26% +1,963 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 50,577 $2.93M 0.01% -2,298 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. 50,420 $2.92M 0.03% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 50,187 $2.91M 0.03% +27,994 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 49,575 $2.88M 0.12% +2,837 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 48,902 $2.84M 0.45% +10,791 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 48,110 $2.79M 2.48% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 47,910 $2.78M 0.11% +9,434 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 46,617 $2.7M 1.08% -802 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 46,354 $2.69M 0.11% +9,326 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 46,205 $2.68M 0.48% +1,066 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 45,402 $2.63M 0.16% +728 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 45,005 $2.61M 0.03% +8,530 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 45,005 $2.61M 0.03% +8,530 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 44,780 $2.6M 0.51% +6 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 44,700 $2.59M 0.33% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44,451 $2.58M 0.07% +1,180 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 44,273 $2.57M 0.13% +19,760 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 43,947 $2.55M 0.06% -1,997 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 43,658 $2.53M 0.03% +1,970 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 43,198 $2.51M 0.8% +3,677 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 42,874 $2.49M 1.75% -2,944 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 42,361 $2.46M 0.23% -627 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 42,140 $2.44M 0.47% +4,550 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 42,076 $2.44M 0.16% +4,436 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,910 $2.43M 0.01% -33,635 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 41,874 $2.43M 2.13% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 41,726 $2.42M 1.25% -3,580 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 41,317 $2.39M 0.03% +23,614 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 41,159 $2.37M 0.22% -21,873 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 40,550 $2.35M 0.43% +5,088 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 40,225 $2.33M 0.19% +17,623 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 39,610 $2.3M 0.13% +6,582 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 39,013 $2.26M 0.29% +36 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 39,005 $2.26M 0.23% -135,281 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 38,787 $2.25M 2.2% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 38,343 $2.22M 0.84% +1,528 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 37,945 $2.2M 0.68% +3,805 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 37,918 $2.2M 0.07% +4,096 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 37,605 $2.18M 0.84% 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 37,565 $2.18M 2.09% 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 36,867 $2.14M 0.9% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 36,253 $2.1M 0.1% +32,298 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 36,273 $2.1M 0.65% -827 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 36,235 $2.1M 0.58% +2,885 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,612 $2.01M <0.01% +4,037 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 33,724 $1.96M 0.03% -11,663 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,523 $1.95M 0.06% +2,221 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 32,868 $1.91M 0.05% -148,503 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 32,816 $1.9M 0.08% -5,974 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 32,676 $1.9M 0.18% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 32,164 $1.87M 0.14% -94,065 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 32,099 $1.86M 0.62% +5,813 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31,885 $1.85M 0.61% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 31,693 $1.84M 0.45% -9,189 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 31,180 $1.81M 0.47% +8,655 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 31,059 $1.8M 0.18% +170 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 30,933 $1.79M 1.37% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 30,348 $1.76M 0.46% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,148 $1.75M 0.03% +13,771 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 29,871 $1.73M 2.36% +4,257 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 28,073 $1.63M 0.26% -1,213 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,067 $1.63M <0.01% -8,062 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 27,895 $1.62M <0.01% -7,236 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,558 $1.6M 0.08% -2,582 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 27,260 $1.58M 0.15% +11,228 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 27,258 $1.58M 0.39% +1,590 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 26,993 $1.57M 0.07% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 26,972 $1.56M 0.51% +4,266 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Breakwater Investment Management More: the full row for Breakwater Investment Management 26,808 $1.55M 0.66% +4,228 13F-HR/A Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 26,752 $1.55M 1% +2,141 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 26,342 $1.53M 0.03% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 26,342 $1.53M 0.23% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 26,316 $1.53M 0.02% -593 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 26,279 $1.52M <0.01% 0 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 26,167 $1.52M 0.7% +6,006 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 25,990 $1.51M 0.49% -1,299 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 25,865 $1.5M 0.25% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,562 $1.48M 0.03% -901,156 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 25,271 $1.47M 0.66% +2,570 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,067 $1.45M 0.05% +1,671 13F-HR Timeline