SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 101,978 $22M 0.56% -2,409 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 101,886 $22M 1.16% -2,537 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 101,880 $22M 7.34% +250 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 101,722 $22M 0.25% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 101,008 $21.9M 6.38% -1,690 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 101,149 $21.8M 2.47% +1,736 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100,926 $21.8M 1% -1,045 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 100,469 $21.8M 0.09% +4,340 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 100,948 $21.8M 0.33% +84,373 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 100,767 $21.7M 5.18% +11,355 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 100,386 $21.7M 4.94% +9,557 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 100,113 $21.6M 4.76% +1,896 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 100,047 $21.6M 9.5% +11,822 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 99,920 $21.6M 3.11% +2,682 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 98,896 $21.4M 0.76% +2,041 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 98,608 $21.3M 0.9% +1,213 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 96,737 $21M 0.57% +1,299 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 96,986 $20.9M 2.39% -1,307 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 96,981 $20.9M 0.44% -11,300 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 96,810 $20.9M 0.55% -1,736 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 96,797 $20.9M 1.9% -2,634 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 96,533 $20.8M 1.15% +79 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 96,523 $20.8M 1.54% -11,782 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 96,476 $20.8M 0.51% +1,314 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 96,082 $20.7M 0.44% -2,922 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 95,881 $20.7M 5.03% -2,361 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 95,711 $20.7M 4.79% +642 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 95,332 $20.6M 0.23% -3,484 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 94,927 $20.5M 0.49% -5,718 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 94,353 $20.4M 2.82% -3,048 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 94,261 $20.3M 0.76% +19,277 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 93,258 $20.1M 13.39% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 93,031 $20.1M 5.48% +989 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 91,281 $19.7M 1.33% +836 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 90,080 $19.5M 16.78% -10,470 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 90,101 $19.4M 14.32% +9,648 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 89,403 $19.3M 0.29% +4,980 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 88,726 $19.2M 0.35% +1,415 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 88,438 $19.1M 0.73% +596 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 88,209 $19M 6.27% -1,546 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 87,935 $19M +18,723 Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 87,751 $18.9M 1.57% +750 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 87,596 $18.9M 1.3% -373 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 87,148 $18.9M 0.26% +1,744 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 87,007 $18.8M 0.03% +3,623 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 86,621 $18.7M 4.94% +477 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 86,822 $18.7M 2.13% -1,936 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 86,488 $18.7M 0.81% -553 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 86,039 $18.6M 1.42% -242 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85,891 $18.5M 0.28% +7,793 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 85,800 $18.5M 1.19% +3,739 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 85,143 $18.4M 8.48% +1,555 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 84,276 $18.2M 7.83% +4,364 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 83,947 $18.1M 7.03% -2,266 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 83,485 $18M 14.07% +5,430 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. 83,304 $18M 0.36% -698 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 82,436 $17.9M 0.45% +4,333 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 82,170 $17.7M 0.16% +4,298 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81,263 $17.5M 0.99% +114 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 81,247 $17.5M 2.4% -1,199 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 80,894 $17.5M 0.09% +4,816 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 80,868 $17.5M 16.48% +1,609 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 80,116 $17.3M 0.2% +3,791 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 79,630 $17.2M 1.87% -217 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 78,818 $17M 4.32% -24 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 78,753 $17M 2.78% +189 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 77,630 $16.8M 2.93% -1,480 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 76,446 $16.5M 3.97% +1,258 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 75,115 $16.2M 0.24% +12,742 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 74,927 $16.2M 6.97% +1,175 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 74,841 $16.1M 0.71% +22,266 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 74,325 $16M 4.89% +2,929 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 74,046 $16M 1.18% -5,166 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 73,810 $15.9M 0.31% +6,510 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 73,321 $15.8M 0.15% +1,396 13F-HR/A Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 72,891 $15.7M 3.27% -1,244 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 72,271 $15.6M 1.24% -479 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 71,555 $15.6M 3.79% +390 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 71,708 $15.5M 0.76% -4,893 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 71,656 $15.5M 1.79% +3 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 71,368 $15.4M 0.51% +8,211 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 71,216 $15.4M 0.31% +2,633 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 71,132 $15.3M 0.82% +2,551 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 70,760 $15.3M 1.68% +5,955 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 70,444 $15.2M 2.67% +1,078 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 70,375 $15.2M 0.19% +5,882 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 69,800 $15.1M 2.54% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 69,896 $15.1M 0.35% +4,158 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 69,726 $15M 0.7% -4,001 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 69,425 $15M 0.34% +2,817 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 69,087 $15M 0.36% +844 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 69,211 $14.9M 0.28% -33,441 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 68,780 $14.8M 2.64% -13,551 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 68,760 $14.8M 1.54% -4,909 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 68,326 $14.7M 2.37% -2,888 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 68,000 $14.7M 0.3% -11,512 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 67,822 $14.6M 0.21% -557 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 67,664 $14.6M 7.62% -495 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 67,608 $14.6M 3.93% +2,447 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 67,031 $14.5M 0.21% +38,027 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 66,789 $14.4M 10.26% +590 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 66,526 $14.4M 0.29% -4,437 13F-HR/A Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 66,191 $14.3M 2.36% -388 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 65,587 $14.2M 0.3% +2,163 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 65,522 $14.1M 0.29% +158 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 64,995 $14.1M 0.09% +7,603 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 64,881 $14M 2.03% +2,961 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 64,848 $14M 0.16% +15,563 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 64,713 $13.9M 0.82% -376 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 64,053 $13.8M 1.61% -360 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 63,946 $13.8M 0.9% -1,269 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 63,862 $13.8M 0.82% +1,178 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 63,138 $13.8M 0.16% -2,791 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63,542 $13.7M 0.8% -461 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 62,499 $13.5M 8.41% +1,561 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 62,424 $13.5M 0.23% -2,558 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 62,300 $13.4M 1.91% -519 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 62,294 $13.4M -5,403 Timeline DDFG, Inc More: the full row for DDFG, Inc 62,211 $13.4M 3.1% -30,663 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 62,261 $13.4M 0.3% +1,571 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 61,985 $13.4M 7.01% +817 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 60,824 $13.1M 0.65% +50 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 60,768 $13.1M 0.79% +42,573 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 60,724 $13.1M 0.1% -1,819 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 60,577 $13.1M 6.86% +31 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 60,571 $13.1M 0.66% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 60,433 $13M 4.54% -497 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 60,372 $13M 0.71% +537 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 60,361 $13M 9.02% -9,953 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 60,024 $13M 0.84% +4,878 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 60,005 $12.9M 1.91% +12,765 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 59,994 $12.9M 8.86% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 59,992 $12.9M 0.91% -844 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 59,073 $12.8M 1.89% +106 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 59,329 $12.8M 0.04% +6,276 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 59,287 $12.8M 3.29% +2,985 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 59,282 $12.8M 0.19% +3,264 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 59,122 $12.8M 5.46% -817 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 59,095 $12.8M 0.19% -3,697 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 58,959 $12.7M 1.56% +837 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 58,694 $12.7M 7.26% +27,009 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 58,390 $12.6M 1.81% -2,420 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 58,313 $12.6M 1.77% -1,584 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 58,036 $12.6M 0.53% -2,922 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 57,639 $12.6M 3.83% +3,326 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 57,998 $12.5M 3.75% +3,638 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 57,924 $12.5M 12.39% -6,230 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 57,671 $12.4M 4% +2,924 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57,262 $12.4M 0.28% +580 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 57,214 $12.3M 1.3% +41 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 57,171 $12.3M 0.1% -524 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 56,991 $12.3M 0.09% +305 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 56,453 $12.2M 0.79% +2,308 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 56,261 $12.1M 0.22% -1,318 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 55,859 $12.1M 0.35% +2,085 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 55,375 $11.9M 0.76% +737 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 55,055 $11.9M 6.24% -550 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 54,347 $11.8M 0.25% -223 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 54,774 $11.8M 3.28% +800 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 54,713 $11.8M 0.19% -324 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 54,603 $11.8M 1.34% -1,161 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 54,384 $11.7M 0.39% +14,299 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 53,279 $11.5M 10.93% +2,724 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 53,237 $11.5M 3.18% +14,904 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 53,198 $11.5M <0.01% +31,304 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 53,094 $11.5M 0.98% +49,930 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 52,889 $11.4M 4.63% +20,122 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 52,630 $11.4M 5.16% 0 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 52,540 $11.3M 8.01% -277 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 51,929 $11.2M 2.82% +1,119 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 51,520 $11.1M 0.05% 0 13F-HR Timeline Yukon Wealth Management, Inc. 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