Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 50,372 $11.9M 5.55% +2,864 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 50,332 $11.9M 4.31% -172 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 50,024 $11.8M 0.65% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 49,953 $11.8M 0.05% -1,059 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 49,784 $11.8M 1.63% +88 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 49,783 $11.8M 0.17% +122 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 49,510 $11.7M 0.16% -2,130 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 49,414 $11.7M 6.14% +953 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 49,253 $11.7M 0.83% -1,053 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 49,220 $11.6M 0.17% -113 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 48,820 $11.6M 0.14% +2,791 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 48,449 $11.5M 1.55% -316 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 48,055 $11.4M 0.42% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 47,914 $11.3M 0.01% new 13F-HR/A Timeline Group MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 47,481 $11.2M 2.1% +153 13F-HR Timeline City State Bank More: the full row for City State Bank 47,306 $11.2M 2.56% +1,218 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 47,073 $11.1M 0.5% +776 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 46,999 $11.1M 6.27% -1,526 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 46,636 $11.1M 9.74% +1,919 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 46,705 $11.1M 1.61% -1,345 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 46,677 $11M 0.43% +2,298 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 46,672 $11M 7.38% +6,324 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 46,609 $11M 1.11% +1,552 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 46,551 $11M 0.31% +1,245 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 45,802 $10.8M 2.84% +115 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 45,717 $10.8M 0.12% +13 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 45,662 $10.8M 2.23% -871 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 45,628 $10.8M 0.47% +948 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 45,622 $10.8M 5.79% +650 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 45,576 $10.8M 0.54% -1,479 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,434 $10.8M 0.27% -4,045 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 45,362 $10.7M 1.38% +779 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 45,232 $10.7M 6.62% +812 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 44,829 $10.6M 2.58% -1,099 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 44,478 $10.5M 2.6% +625 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 44,413 $10.5M 6.97% +3,508 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 44,346 $10.5M 0.56% -629 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 44,270 $10.5M 0.71% +1,362 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,216 $10.5M 0.15% -894 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 44,193 $10.5M 8.41% +169 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 44,180 $10.5M 7.29% +2,368 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44,121 $10.4M 0.57% +387 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 43,967 $10.4M 0.57% -223 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43,668 $10.3M 0.05% +2,271 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 43,511 $10.3M 4.27% +497 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 43,467 $10.3M 0.11% +5,675 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 43,319 $10.3M 0.18% -5,935 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 43,186 $10.2M 1.13% -3,525 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 42,714 $10.1M 0.87% -56 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 42,713 $10.1M 1.01% -1,005 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 42,697 $10.1M 0.19% +965 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 42,399 $10M 4.28% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 42,275 $10M 2.26% -1,047 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 42,230 $9.99M 1.79% new 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 42,170 $9.98M 10.5% -408 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 42,168 $9.98M 0.09% +290 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 3,225 $9.98M 1.21% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,068 $9.95M 0.11% +670 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 41,956 $9.93M 0.86% -3 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 41,676 $9.86M 0.86% +176 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 41,594 $9.84M 0.05% +3,039 13F-HR/A Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 41,539 $9.83M 3.86% -20 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 41,369 $9.79M 2.11% -144 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 41,364 $9.79M 0.56% -2,602 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 40,974 $9.78M 1.14% -19 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 41,203 $9.75M 0.16% -5,482 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 40,837 $9.66M 0.02% +918 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 40,709 $9.63M 2.83% -43 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 40,444 $9.57M 2.74% +3,078 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 40,436 $9.57M 0.27% -3,222 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 40,331 $9.54M 0.28% -35,555 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 40,106 $9.52M 0.19% +1,794 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 40,047 $9.48M 3% +1,718 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 39,990 $9.46M 0.27% -44,492 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 39,674 $9.39M 0.36% -1,428 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 39,561 $9.36M 0.38% -2,039 13F-HR Timeline Group SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 39,282 $9.29M 3.14% +1,130 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 39,095 $9.25M 6.29% -168 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,232 $9.17M +18,937 Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 38,626 $9.14M 1.07% -71 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 38,618 $9.14M 0.29% -9,043 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 38,541 $9.12M 0.44% +1,238 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 38,494 $9.11M 2.8% -452 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 38,484 $9.11M 0.44% -799 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 38,355 $9.08M 5.69% +1,526 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 37,952 $8.98M 1.45% +27,671 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 37,684 $8.92M 0.82% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 37,096 $8.91M 0.49% -148 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 37,649 $8.91M 0.58% +156 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 37,525 $8.88M 0.57% +897 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 37,486 $8.84M 5.17% -2,286 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 37,176 $8.8M 0.5% +6,885 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 37,147 $8.79M 2.15% -1,001 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 37,032 $8.76M 7.75% 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 36,975 $8.75M +9,134 Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 36,537 $8.65M 1.14% +12,033 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 36,501 $8.64M 6.99% +34 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 36,457 $8.63M 2.68% -1,791 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 36,386 $8.61M 0.1% +24,287 13F-HR Timeline Group Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 35,246 $8.6M 5.56% +207 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 36,259 $8.58M 0.04% -258 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 36,156 $8.56M 1.75% -67 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 36,051 $8.53M 2.73% -60 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 35,826 $8.48M 3.71% +794 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 35,646 $8.43M 7.89% -205 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 35,522 $8.41M 2.1% +1,720 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 35,500 $8.4M 7% +4,312 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 34,989 $8.28M 1.54% +550 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 34,940 $8.27M 1.71% +4,225 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 34,743 $8.22M 0.42% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 34,650 $8.2M 0.49% +1,831 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 34,603 $8.19M 1.01% +108 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 34,525 $8.17M 1.24% -2,678 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 34,499 $8.16M 2.57% -1,650 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 34,329 $8.12M 5.28% -15 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 34,289 $8.11M 7.77% +238 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 34,124 $8.07M 2.26% +2,713 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,929 $8.03M 0.4% -543 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 33,718 $7.98M 1.17% +82 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 33,631 $7.96M 0.22% -7,553 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 33,536 $7.94M 0.44% -901 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 33,520 $7.93M 0.1% +420 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 33,507 $7.93M 1.36% -340 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33,489 $7.92M 0.24% +2,259 13F-HR Timeline Group John Boyer, Inc. More: the full row for John Boyer, Inc. 33,328 $7.89M 6.84% +795 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 33,246 $7.87M 0.55% +713 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 33,160 $7.85M 1.28% -116 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 33,146 $7.84M 2.2% +1,150 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 32,933 $7.79M 0.71% -2,154 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,920 $7.79M 0.32% +1,453 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 32,856 $7.77M 0.15% -2,717 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 32,544 $7.76M 1.85% +440 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 32,419 $7.75M 1.09% -27,782 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 32,606 $7.72M 0.79% -27,790 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 32,547 $7.7M 1.55% -264 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32,421 $7.67M 1.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 32,335 $7.65M 2.21% +687 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 32,240 $7.63M 1.86% +653 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 32,211 $7.62M 0.29% -79 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 32,128 $7.6M 0.25% -812 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 32,083 $7.59M 0.04% -27,850 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 31,728 $7.57M 0.56% -368 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 31,931 $7.56M 0.39% -830 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 31,868 $7.54M <0.01% -11,130 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 31,572 $7.47M 1.06% +16,591 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 31,556 $7.47M 3.86% -374 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 31,465 $7.45M +1,869 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,160 $7.37M 0.16% -101 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 31,119 $7.36M 2.67% +68 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 31,098 $7.36M 0.86% +22 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 31,081 $7.35M 0.94% +3,290 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 31,058 $7.35M 2.51% +328 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 31,033 $7.34M 0.9% -252 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 31,024 $7.34M 0.25% -2,977 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 30,958 $7.33M 0.12% +1,276 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 30,868 $7.3M 1.45% -75 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 30,445 $7.29M 0.89% 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 30,705 $7.27M 1.56% -121 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 30,638 $7.25M 1.41% -1,363 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 30,540 $7.23M 3.49% +490 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 30,535 $7.23M 1.79% +20 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 30,104 $7.12M 4.65% +213 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 30,095 $7.12M 1.59% -22 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 29,997 $7.1M 1.21% -648 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 29,977 $7.09M 1.56% -844 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 29,951 $7.09M 2.53% -10,700 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 29,864 $7.07M 0.78% -104 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 29,849 $7.06M 1.75% -270 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 29,816 $7.06M 1.98% +936 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 29,847 $7.05M 0.22% -1,572 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 29,601 $7M 2.96% -787 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 29,583 $7M 0.69% +20 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 29,556 $6.99M 1.44% -114 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 29,329 $6.94M 3.35% -222 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 29,260 $6.92M 1.86% +40 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 29,152 $6.9M 0.1% +328 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 28,948 $6.85M 1.04% -1,853 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 28,898 $6.84M 1.4% -2,173 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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