Apella Capital, LLC More: the full row for Apella Capital, LLC 77,374 $21.8M 0.59% +20,057 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 77,723 $21.7M 5.87% +723 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 77,220 $21.6M 1% +7,079 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 77,165 $21.6M 2.46% -5,711 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 75,874 $21.2M 7.89% +75,130 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 75,239 $21.1M 1.22% +3,196 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 74,166 $20.8M 0.26% -1,376 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 72,922 $20.4M 7.18% -4,463 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 71,598 $20M 9.87% +3,194 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 71,124 $20M 0.97% +692 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 70,985 $19.9M 0.7% +5,478 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 70,698 $19.8M 8.8% -2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 70,342 $19.8M 0.63% +1,688 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 69,845 $19.5M 0.51% +3,224 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 75,559 $19.5M 1.58% -2,863 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 69,270 $19.4M 0.14% +11,277 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 69,107 $19.3M 0.83% +340 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 68,874 $19.3M 3.56% -74 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 68,384 $19.1M 6.64% +2,665 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 68,263 $19.1M 0.41% -10,204 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 68,228 $19.1M 3.79% +983 13F-HR Timeline Grant Street Asset Management, Inc. 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More: the full row for Tarbox Family Office, Inc. 63,532 $17.8M 2.67% -751 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 63,264 $17.7M 0.23% +1,566 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 62,758 $17.6M 5.03% -872 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 62,084 $17.4M 0.11% +10,992 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. 60,645 $17M 0.38% -35,027 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 59,883 $16.8M 0.23% +11,745 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 59,878 $16.8M 5.02% -2,586 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 59,730 $16.7M 6.36% -13,047 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 58,741 $16.5M 0.23% -912 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 58,805 $16.5M 9.48% +1,389 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 58,485 $16.4M +674 Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 58,058 $16.2M 1.12% -455 13F-HR Timeline Praetorian Wealth Management, Inc. 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COLE ADVISORS, INC. 53,804 $15.1M 0.32% +24,255 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 53,747 $15M 5.38% +1,749 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 52,318 $14.6M 3.96% -247 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 52,108 $14.6M 1.79% +17,795 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 52,252 $14.6M 3.6% -431 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 52,023 $14.6M 4.47% +921 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 51,935 $14.5M 1.4% +21,272 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 51,815 $14.5M 8.98% +214 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 51,585 $14.4M 0.29% +1,169 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 51,263 $14.3M 4.12% +595 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for Asset Management Group, Inc. 48,824 $13.7M 2.38% +11 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 48,325 $13.5M 0.58% -33 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 48,305 $13.5M 0.08% +2,325 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 48,282 $13.5M 5.56% +1,651 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 48,261 $13.5M 0.2% -1,486 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 48,071 $13.5M 4.29% +1,383 13F-HR Timeline Atria Wealth Solutions, Inc. 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More: the full row for Veltria Advisors Corp. 47,373 $13.3M 8.85% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 47,293 $13.2M 4.79% -146 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 46,558 $13.2M 1.74% +4,068 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 46,690 $13.1M 0.06% +3,495 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 46,702 $13.1M 0.28% +723 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 46,699 $13.1M 4.8% +1,908 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 46,626 $13M 1.4% -2,937 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 46,396 $13M 9.29% 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 45,256 $12.8M 3.47% -733 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 45,095 $12.6M 0.71% +1,601 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 44,968 $12.6M 3.92% +3,416 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 44,504 $12.5M 0.68% +12,822 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 44,470 $12.4M 0.89% +37 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,355 $12.4M 0.23% +12,742 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 44,328 $12.4M 1.9% +1,835 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 44,154 $12.4M 3.48% +27,830 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 43,876 $12.3M 7.56% +603 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 43,677 $12.2M 0.82% -3,219 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 43,665 $12.2M 7.17% 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 43,353 $12.1M 5.11% +2,176 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 43,297 $12.1M 0.5% +647 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 43,284 $12.1M 3.07% +2,308 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 43,188 $12.1M <0.01% -1,887 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 43,132 $12.1M 3.5% -94 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 43,079 $12.1M 4.85% -6,973 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 42,759 $12M 0.89% -440 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 42,406 $11.9M 2.61% +1,248 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 42,400 $11.9M 0.01% -240,343 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 42,186 $11.8M 4.99% +223 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42,174 $11.8M 0.76% +24,444 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,700 $11.7M 0.24% -518 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 41,038 $11.6M 4% +1,259 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 41,243 $11.5M 3.81% -1,162 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 41,203 $11.5M 6.13% +8,264 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 41,139 $11.5M 5.43% +1,114 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 40,920 $11.5M 1.15% +1,209 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 40,883 $11.4M 5.61% -7,343 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 40,761 $11.4M 1.5% -6,223 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 40,678 $11.4M 2.97% -833 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 40,656 $11.4M 1.8% +3,964 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 42,625 $11.4M 0.39% +1,535 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 40,559 $11.3M 1.57% -504 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 40,519 $11.3M 2.77% +535 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 40,253 $11.3M 2.8% -1,257 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 40,108 $11.2M 1.07% -360 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 40,059 $11.2M 1.09% +4,578 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 39,797 $11.1M 1.3% +1,258 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 39,680 $11.1M 3.28% +12,165 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,701 $11.1M 0.4% +19 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 39,614 $11.1M 5.94% +4,206 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 39,267 $11M 0.26% +3,355 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 39,253 $11M 1.66% -48 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 39,145 $11M 0.62% -1,649 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 39,133 $11M 1.47% +2,215 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39,013 $10.9M 0.07% +14,330 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 39,009 $10.9M 1.95% +651 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 38,993 $10.9M 0.96% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38,897 $10.9M 2.48% -1,741 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 38,728 $10.8M 0.35% +1,680 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 38,625 $10.8M <0.01% -7,039 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 38,619 $10.8M 0.94% +720 13F-HR/A Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 38,498 $10.8M 5.31% +1,414 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,164 $10.6M +1,889 Timeline David Kennon Inc More: the full row for David Kennon Inc 37,879 $10.6M 3.96% -61 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 156,329 $10.6M 2.07% +119,825 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 37,619 $10.5M 3.46% +33 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 37,439 $10.5M 7.58% +680 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 37,406 $10.5M 3.4% +10,015 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 36,998 $10.4M 2.29% +1,146 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 37,089 $10.4M 3.69% +809 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,143 $10.3M 0.17% +6,256 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 36,918 $10.3M 5.93% +2,025 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 36,898 $10.3M 1.42% +1,082 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 36,679 $10.3M 0.25% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 36,677 $10.3M 0.95% -1,193 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,601 $10.2M 0.07% -151 13F-HR/A Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 36,520 $10.2M 6.67% -400 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36,473 $10.2M 0.41% +1,527 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 36,037 $10.1M 0.19% +9,438 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 36,107 $10.1M 1.26% +603 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 35,910 $10M 0.86% +1,823 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 35,743 $10M 3.26% +7,500 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 35,633 $9.97M 9.39% +11,162 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 34,916 $9.77M 6.14% -183 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 34,620 $9.69M 4.55% +212 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34,527 $9.66M 3.82% -838 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,480 $9.65M 0.37% -466 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 34,436 $9.64M 0.36% +7,178 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 34,395 $9.62M 6.26% +1,926 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 33,504 $9.58M 6.6% 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 33,686 $9.55M 4.21% +2,134 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 33,943 $9.5M 0.13% +734 13F-HR Timeline Financial Management Professionals, Inc. 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