Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 103,179 $9.19M 1.52% +1,723 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 102,738 $9.15M 0.18% +11,292 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 102,412 $9.12M 0.19% -14,995 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 101,994 $9.08M 0.15% -222 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 101,899 $9.08M 2.6% +7,391 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 101,868 $9.07M 0.02% +728 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 100,746 $8.97M 3.57% +9,031 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 100,355 $8.94M +12,460 Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 99,733 $8.88M 3.59% -49,867 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 99,382 $8.85M 0.09% -6,068 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 99,002 $8.82M 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 97,738 $8.7M <0.01% +87,864 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 96,038 $8.64M 3.09% -6,629 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 96,969 $8.64M 0.29% -2,472 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 95,278 $8.49M 0.01% -15,022 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 94,497 $8.42M 5.36% +7,577 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 94,459 $8.41M 7.33% +5,443 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 94,190 $8.39M 5.64% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 91,756 $8.17M 4.33% +7,337 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 91,002 $8.1M 0.23% -33,844 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 90,745 $8.08M 0.56% +1,209 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 90,244 $8.04M 0.57% -3,127 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 89,444 $7.97M 1.75% +1,706 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,315 $7.95M 0.04% -18,559 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 87,335 $7.88M 6.24% +1,865 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 88,120 $7.85M 0.11% -404 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 87,398 $7.78M 0.18% +8,625 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 87,350 $7.78M <0.01% -1,570 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 86,147 $7.67M 0.1% -14,354 13F-HR Timeline Group Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 85,841 $7.64M 4.11% +3,474 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 84,860 $7.56M 1.8% +3,626 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 83,777 $7.46M 0.27% -4,847 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 83,235 $7.41M 6.79% -403 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 207,222 $7.39M 2.36% +125,855 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 82,416 $7.34M 0.18% +75,460 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 82,158 $7.32M 0.02% +32,831 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 81,939 $7.3M 3.25% -609 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 81,905 $7.29M 0.7% +3,436 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 80,736 $7.19M 0.12% +4,314 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 79,843 $7.12M 3.54% -24,420 13F-HR Timeline Financial Futures Ltd Liability Co. 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More: the full row for Cambridge Advisors Inc. 72,996 $6.5M 1.36% +2,453 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 72,920 $6.49M 1.31% +1,394 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 72,336 $6.44M 1.37% -150 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 72,069 $6.42M 0.37% +1,943 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 71,846 $6.4M 0.07% -26,290 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 71,835 $6.4M 0.97% -2,783 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 71,794 $6.39M 0.58% +2,550 13F-HR Timeline Silver Oak Advisory Group, Inc. 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More: the full row for American Investment Services, Inc. 69,597 $6.2M 1.58% -4,715 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 69,088 $6.15M 0.97% +3,282 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 68,428 $6.09M 3.6% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 67,931 $6.05M 0.07% -4,622 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 67,553 $6.02M 0.76% -1,156 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 67,538 $6.01M 1.45% -1,354 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 66,805 $5.95M 1.33% -1,328 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 66,652 $5.94M 0.64% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 66,340 $5.91M 0.96% +5,437 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 66,235 $5.9M 0.1% -568 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 65,801 $5.86M 0.18% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 65,694 $5.85M 0.12% -8,218 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 65,523 $5.84M 0.44% -595 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,145 $5.8M 0.06% -8,769 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 64,418 $5.74M 1.18% +324 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 64,282 $5.72M new Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 64,249 $5.72M 2.81% +4,863 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 64,069 $5.71M 1.79% -100 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 63,962 $5.7M 2.27% -18,472 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 64,236 $5.68M 6.65% +1,944 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,796 $5.68M 0.06% +155 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 63,430 $5.65M 2.02% +15,921 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 63,360 $5.64M 0.07% -100 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 63,229 $5.63M 0.82% -2,732 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 63,036 $5.61M 4.09% -2,190 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 63,035 $5.61M 0.26% -24,321 13F-HR/A Timeline LPWM LLC More: the full row for LPWM LLC 62,998 $5.61M 1.64% +1,232 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 62,903 $5.6M 0.12% 0 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 62,187 $5.54M 0.41% -2,156 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 60,888 $5.42M 3.53% +1,869 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 60,795 $5.41M 3.04% +3,671 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 60,519 $5.39M 0.49% -23,171 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 60,403 $5.38M 0.04% +50,087 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 59,754 $5.32M 1.75% -3,769 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 59,238 $5.28M 1.1% +519 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 59,000 $5.25M 0.02% +3,498 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 58,903 $5.25M 0.07% -3,514 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 58,615 $5.22M 3.06% -220 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 58,262 $5.19M 2.75% +831 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 58,105 $5.17M 0.01% +1,944 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 57,741 $5.14M 0.17% -3,667 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 57,716 $5.14M 0.15% +2,997 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 57,134 $5.09M 0.03% +5,876 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 56,401 $5.02M 1.57% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 56,355 $5.02M 0.71% -984 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 56,260 $5.01M 1.14% +12,037 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 55,545 $4.95M 0.08% +9,128 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 55,294 $4.92M 0.2% +36,653 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 55,284 $4.92M 0.65% -16,703 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 55,271 $4.92M 1.06% +10,017 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 55,202 $4.92M 0.12% +20,912 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 54,733 $4.88M 2.12% -5,260 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 54,770 $4.88M 0.05% +6,090 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 54,569 $4.86M 0.47% +2,033 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 54,397 $4.84M 0.27% +397 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 54,276 $4.83M 2.67% +428 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 53,963 $4.81M 0.22% -2,647 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 53,420 $4.76M 0.95% +8,466 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 53,050 $4.72M 0.74% -774 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 52,754 $4.7M 0.6% -30,156 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 50,681 $4.51M 0.29% +493 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 50,658 $4.51M 0.28% +470 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 50,378 $4.49M 0.31% +2,964 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 50,231 $4.47M 0.97% -3,190 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 50,156 $4.47M 1.04% -883 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 49,995 $4.45M 0.75% +8,537 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 49,843 $4.44M 0.55% +7,547 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 49,687 $4.43M 0.34% +2,487 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 49,402 $4.4M 0.88% -4,846 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 49,357 $4.4M 0.51% +4,866 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 44,038 $4.34M 0.2% +613 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 48,670 $4.33M 3.1% +321 13F-HR Timeline United Bank More: the full row for United Bank 48,454 $4.32M 1.65% -18,695 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 48,283 $4.3M 1.85% -8,531 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 48,104 $4.28M 1.15% -564 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 47,882 $4.26M 1.57% -15,148 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 47,240 $4.21M 0.98% -2,283 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 47,136 $4.2M 0.71% +7,604 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 47,121 $4.2M 1.78% -111 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 47,108 $4.2M 0.08% +25,361 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 47,082 $4.19M 3.9% +2,824 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 46,404 $4.13M 0.02% -28,266 13F-HR/A Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 46,243 $4.12M 1.3% new 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 46,184 $4.11M 0.48% -22,078 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 45,924 $4.09M 1.39% +1,535 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 45,750 $4.07M 0.92% +20,853 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45,727 $4.07M 0.05% -13,033 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 45,924 $4.06M 0.26% -292 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 45,503 $4.05M 1.2% -517 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 45,336 $4.04M 0.06% -5,180 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 45,273 $4.03M 2% +379 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 45,026 $4.01M 0.97% +2,856 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 44,693 $3.98M 1.38% +886 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 44,599 $3.97M 0.1% -25,562 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 44,302 $3.95M 0.77% +483 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 44,072 $3.93M 0.09% -828 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 43,933 $3.91M 2.71% +4,424 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 43,756 $3.9M 2.41% -312 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 43,548 $3.88M 0.68% +62 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 43,446 $3.87M 0.36% -2,639 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 43,442 $3.87M 1.24% +296 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 43,272 $3.85M 1.22% +3,219 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 43,087 $3.84M 0.17% +30,543 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 42,886 $3.82M 1.54% -19,446 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 42,868 $3.82M 0.03% +1,567 13F-HR/A Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 42,570 $3.79M 1.04% +3,783 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 41,865 $3.73M 1.03% -2,488 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 41,831 $3.73M 1.27% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 41,549 $3.7M 2.84% +1,424 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 41,459 $3.69M 0.56% +38,255 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 40,976 $3.65M 0.47% -1,838 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 40,851 $3.64M 0.49% +931 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 40,764 $3.63M 1.03% +8,450 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40,702 $3.62M 1.02% -3,794 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 40,679 $3.62M 0.01% +771 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 40,511 $3.61M 1.15% +907 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 40,350 $3.59M 0.12% -594 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 40,300 $3.59M 2.7% +684 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 40,244 $3.58M 0.15% -1,017 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 39,654 $3.53M 0.11% +722 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 39,547 $3.52M 0.12% +1,898 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 39,525 $3.52M 0.61% -22 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 39,315 $3.5M 0.54% -6,506 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 39,247 $3.5M <0.01% new 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 39,149 $3.49M 1.11% +822 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 38,820 $3.46M 2.26% -46,243 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 38,798 $3.46M 0.07% -751 13F-HR Timeline