Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 138,294 $16.5M 0.82% +120,897 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 136,652 $16.3M 2.39% +115,535 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 134,842 $16.1M 0.01% +130,208 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 134,242 $16M 2.59% +117,615 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 133,586 $16M 12.53% +116,048 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 133,308 $15.9M 0.56% +133,090 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 132,219 $15.8M 0.45% +130,353 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 131,984 $15.8M 0.16% +117,544 13F-HR Timeline Group John Boyer, Inc. More: the full row for John Boyer, Inc. 130,456 $15.6M 13.52% +114,473 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 130,427 $15.6M 1.05% +113,716 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 129,044 $15.4M 2.65% +111,641 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 128,916 $15.4M 0.21% +112,701 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 128,008 $15.3M 0.29% +113,293 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 125,375 $15M 0.63% +119,049 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 125,123 $15M 0.04% +93,627 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 125,058 $14.9M 1.25% +109,550 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 124,990 $14.9M 0.03% +110,037 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 123,759 $14.8M 0.08% +108,707 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 123,361 $14.7M 0.1% +107,600 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 123,009 $14.7M 1.38% +108,328 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 122,345 $14.6M 4.31% +107,045 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 120,686 $14.4M 1.44% +105,845 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 120,683 $14.4M 0.32% +103,778 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 120,389 $14.4M 7.53% +102,438 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 119,879 $14.3M 0.01% new 13F-HR Timeline Group THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 118,926 $14.2M 7.94% +107,427 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 118,825 $14.2M 1.25% +103,852 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 568,514 $14.1M 6.04% +553,765 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 116,557 $13.9M 3.1% +101,798 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 116,495 $13.9M 0.51% +101,862 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 117,506 $13.9M 0.38% +104,297 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 115,421 $13.8M 6.33% +100,555 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 115,086 $13.8M 0.17% +109,325 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 114,957 $13.7M 0.06% +100,920 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 114,850 $13.7M 0.1% +6,352 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 114,400 $13.7M 3.98% +98,651 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 113,963 $13.6M 0.91% +99,939 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 78,936 $13.5M 0.04% +70,931 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 112,944 $13.5M 4.55% +99,038 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 112,742 $13.5M 0.83% +98,649 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 111,949 $13.4M 3.9% +97,940 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 111,148 $13.3M 4.65% +94,148 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 110,659 $13.2M 3.54% +95,631 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 109,709 $13.1M 9.74% +95,539 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 108,890 $13M 0.01% +95,978 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 108,590 $13M 3.04% +94,611 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 108,132 $12.9M <0.01% +93,744 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 107,159 $12.8M 0.11% +93,519 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 106,610 $12.7M 0.03% +92,780 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 106,471 $12.7M 1.66% +93,165 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 106,448 $12.7M 0.23% +92,913 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 106,026 $12.7M 0.82% +92,598 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 104,651 $12.5M 3.78% +91,143 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 104,042 $12.5M 0.02% +90,433 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 103,220 $12.3M 1.8% +90,344 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 102,858 $12.3M 0.13% +89,485 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 102,831 $12.3M 0.3% +89,977 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 102,695 $12.3M 0.13% +94,216 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 102,247 $12.2M 0.18% +2,918 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 102,093 $12.2M 0.18% +86,642 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 101,885 $12.2M 0.07% +89,865 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 100,115 $12M 0.31% +92,914 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 99,992 $12M 1.31% +86,679 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 99,404 $11.9M 2.29% +86,959 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 98,930 $11.8M 0.13% +88,601 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 98,549 $11.8M 0.18% +85,963 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 96,606 $11.5M 0.05% +84,589 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 95,436 $11.4M 0.54% +83,916 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 94,349 $11.3M 2.08% +82,630 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 94,321 $11.3M 0.14% +82,216 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 93,680 $11.2M 0.28% +82,492 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 93,648 $11.2M 6.64% +82,418 13F-HR Timeline CX Institutional More: the full row for CX Institutional 93,227 $11.1M 0.32% +92,530 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 92,874 $11.1M 0.1% +80,901 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 91,364 $10.9M 0.05% +88,658 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 90,531 $10.8M 0.07% +79,431 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 90,276 $10.8M 0.7% +79,004 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 89,934 $10.7M 0.07% +83,456 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 89,157 $10.7M 3.65% +74,433 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 88,809 $10.6M 0.34% +77,773 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 88,247 $10.5M 0.2% +76,875 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 88,080 $10.5M 1.46% +77,070 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 86,399 $10.3M 0.3% +838 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 86,355 $10.3M 1.63% +75,597 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 85,555 $10.2M 7.2% +76,512 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 88,342 $10.1M 1.57% new 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 84,082 $10M 1.17% +73,017 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 83,721 $10M 8.01% +73,510 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 82,634 $9.88M 0.01% +68,087 13F-HR Timeline Group S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 82,055 $9.81M 5.99% +71,385 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 78,188 $9.75M 0.11% +67,742 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 80,726 $9.65M 0.63% +74,200 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 80,673 $9.64M 2.52% +70,703 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 79,859 $9.54M 0.16% +68,825 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 79,614 $9.52M 3.36% +68,747 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 79,360 $9.51M 1.16% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 78,776 $9.42M 0.04% +68,794 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 78,766 $9.41M 0.96% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 78,390 $9.37M 0.27% +68,396 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 82,652 $9.35M 4.41% -8,188 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 77,983 $9.32M 0.24% +61,913 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 79,084 $9.31M 0.24% +71,162 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 77,453 $9.26M 0.66% +68,647 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 77,037 $9.21M 0.74% +68,883 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 75,080 $8.97M 0.43% +65,616 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 74,912 $8.95M 3.15% +64,743 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 74,466 $8.9M 0.11% +64,619 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 74,308 $8.88M 0.17% +64,854 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 74,237 $8.87M 0.35% +64,658 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 73,880 $8.83M 2.65% +64,847 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 73,505 $8.79M 0.82% +63,939 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 73,376 $8.77M 1.76% +64,241 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 72,438 $8.66M 1.86% +63,372 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 71,872 $8.59M 1.79% +62,991 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 71,853 $8.59M 0.09% +62,608 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 71,769 $8.58M 0.95% +62,647 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 71,453 $8.54M 6.64% +62,507 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 71,034 $8.49M 7.61% +61,922 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 70,075 $8.38M 0.1% +61,130 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 69,347 $8.29M 6.35% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 69,066 $8.25M 5.28% +61,560 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 68,882 $8.23M 0.1% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 68,837 $8.23M 0.25% +60,362 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 68,454 $8.18M 0.41% +60,077 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 68,430 $8.18M 0.38% +57,983 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 68,415 $8.18M 5.59% +59,797 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 68,347 $8.17M 0.18% +60,319 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 67,386 $8.05M 0.89% +58,968 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 68,559 $8.04M 0.48% +59,789 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 67,237 $8.04M 0.14% +56,587 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 68,877 $8.02M 0.85% +13,859 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 66,813 $7.99M 4.41% +57,963 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 66,744 $7.98M 0.04% +55,767 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 66,667 $7.97M 0.26% +57,558 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 66,649 $7.97M 0.02% +58,373 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 66,507 $7.95M 0.51% +58,819 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 65,928 $7.88M 0.04% +59,652 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 65,861 $7.87M 0.12% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 65,722 $7.86M 0.1% +890 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65,557 $7.84M 0.07% +58,552 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 65,475 $7.83M 3.77% +57,560 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 65,470 $7.82M 0.08% +56,781 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 65,340 $7.81M 0.21% +56,995 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 65,270 $7.8M 0.31% +57,615 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 64,939 $7.76M 0.08% +56,769 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 64,502 $7.71M 0.42% +56,324 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 63,908 $7.64M 1.76% +56,010 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 63,518 $7.59M 3.13% +55,427 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 63,478 $7.59M 1.27% +55,426 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 63,210 $7.55M 0.22% +56,849 13F-HR/A Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 63,118 $7.54M 2.84% +55,661 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 62,818 $7.51M 0.33% +53,815 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 62,704 $7.49M 0.13% +55,460 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 62,687 $7.49M 1.18% +53,873 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 62,639 $7.49M 0.56% +54,122 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 62,550 $7.48M 2.98% +53,234 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 65,097 $7.44M 1.49% +56,628 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 61,675 $7.37M 0.96% +53,213 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 61,499 $7.35M 0.16% +53,977 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 61,225 $7.32M 0.25% +53,605 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 60,781 $7.26M 3.6% +53,256 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 60,130 $7.19M 1.69% +53,863 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 59,950 $7.17M 0.04% +52,261 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 59,883 $7.16M 0.09% +52,400 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 59,470 $7.11M 0.98% +52,382 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 59,365 $7.1M 0.58% +51,983 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 59,151 $7.07M 1.44% +51,534 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 58,592 $7M 4.07% +51,687 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 58,525 $6.99M 2.17% +51,995 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 58,384 $6.98M 3.93% +51,086 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 57,800 $6.91M 0.55% +50,550 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 57,229 $6.84M 0.04% +55,956 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 57,026 $6.82M 0.25% +49,267 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 56,264 $6.72M 3.62% +49,350 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 56,136 $6.71M 0.13% +49,639 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 55,695 $6.66M 0.19% +49,134 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,457 $6.63M 0.18% +49,147 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 55,364 $6.62M 0.16% +48,285 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 54,959 $6.57M +48,018 Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $6.57M 1.57% new 13F-HR Timeline Amount filed as zero, left out of ratios. ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 54,826 $6.55M 2.19% +47,899 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 54,732 $6.54M 0.63% +47,392 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 53,667 $6.41M 2.08% +46,206 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 53,667 $6.41M 0.26% +48,786 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 53,392 $6.38M 2.01% +47,321 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 53,233 $6.36M 4.37% +46,561 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 53,143 $6.35M 1.72% +46,375 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 52,881 $6.32M 0.08% +45,524 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 52,872 $6.32M 0.36% +45,935 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 52,766 $6.31M 0.42% +46,365 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 52,732 $6.3M 0.39% +48,140 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 52,422 $6.27M 0.22% +45,847 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 52,376 $6.26M 0.82% +45,823 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 52,262 $6.25M 0.25% +45,733 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 51,957 $6.21M 0.05% +45,960 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,898 $6.2M 0.91% +45,356 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 51,638 $6.17M 0.18% +43,827 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 51,532 $6.16M 0.11% +45,025 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 51,300 $6.13M 0.01% +48,000 13F-HR/A Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 51,267 $6.13M 0.72% +44,859 13F-HR Timeline