Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 145,415 $11.7M 5.82% +109,821 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 144,156 $11.6M 7.64% +108,943 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 143,867 $11.6M 0.15% +113,351 13F-HR/A Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 143,723 $11.6M 0.91% +106,178 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 143,679 $11.6M 3.83% +106,142 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 143,545 $11.6M 2.41% +105,273 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 142,871 $11.5M 0.58% +106,610 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 142,783 $11.5M 0.77% +106,418 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 140,741 $11.3M +106,977 Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 140,360 $11.3M 1.07% +105,277 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 140,053 $11.3M 3.25% +106,317 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 139,720 $11.3M 8.25% +104,270 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 139,681 $11.3M 2.53% +105,503 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 139,557 $11.2M 3.6% +105,207 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 139,485 $11.2M 1.23% +105,907 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 138,964 $11.2M 3.96% +104,103 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 138,549 $11.2M 6.15% +101,033 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 138,520 $11.2M +121,333 Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 138,413 $11.2M 3.04% +104,160 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 138,074 $11.1M 5.75% +104,305 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 136,774 $11M 0.14% +104,501 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 130,723 $11M 5.97% -864 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 136,506 $11M 4.16% +106,074 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 136,457 $11M 0.93% 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 136,272 $11M 0.8% +105,072 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 136,054 $11M 0.17% +103,187 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 135,516 $10.9M 1.7% +108,706 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 135,400 $10.9M 2.41% +100,140 13F-HR/A Timeline Houlihan Financial Resource Group, Ltd. 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More: the full row for Retirement Management Systems Inc. 130,732 $10.5M 2.16% +99,923 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 130,687 $10.5M 0.71% +97,269 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 130,624 $10.5M 0.2% +97,356 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 130,553 $10.5M 0.03% +96,814 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 129,727 $10.5M 0.85% +96,495 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 129,724 $10.5M 3.13% +97,482 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 128,334 $10.3M 0.46% +95,518 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 128,639 $10.3M 0.99% +99,512 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 128,063 $10.3M 1.19% +95,791 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 127,670 $10.3M 1.34% +95,683 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 127,446 $10.3M 2.47% +96,444 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 126,727 $10.2M 3% +95,077 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 126,411 $10.2M 0.82% +94,184 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 126,378 $10.2M 0.19% +92,891 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 125,462 $10.1M 0.56% +94,438 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 125,138 $10.1M 1.9% +95,615 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 124,587 $10M 1.79% +88,263 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 124,472 $10M 0.33% +94,644 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 123,665 $9.96M 4.43% +91,740 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 122,789 $9.89M 0.01% +113,314 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 122,744 $9.89M 0.14% +93,183 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 122,741 $9.89M 0.47% +92,625 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 122,683 $9.88M 4.55% +94,025 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 122,595 $9.88M 6.13% +89,923 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 122,492 $9.87M 3.5% +92,287 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 122,447 $9.87M 0.98% +97,938 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 122,426 $9.86M 0.06% +89,987 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 122,425 $9.86M 0.81% +91,518 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 121,759 $9.81M 2.57% +93,124 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 120,997 $9.78M 2.07% +91,233 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 120,581 $9.72M 0.31% +90,870 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 119,495 $9.63M 1.86% +87,659 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 119,074 $9.59M 6.07% +89,268 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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More: the full row for Ellevest, Inc. 175,606 $9.4M 1.11% +147,800 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 116,476 $9.38M 3.26% +85,572 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 115,878 $9.34M 1.74% +87,091 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 115,258 $9.29M <0.01% +87,106 13F-HR Timeline Group Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 115,220 $9.28M 8.25% +86,678 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 115,133 $9.28M 0.26% +87,316 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 114,925 $9.26M 1.03% +89,571 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 114,370 $9.21M 1.5% +85,999 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 114,318 $9.21M 0.95% +83,913 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 114,066 $9.19M 0.93% +85,216 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 113,577 $9.15M 5.73% +87,844 13F-HR Timeline Horizon Family Wealth, Inc. 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More: the full row for Verus Financial Partners, Inc. 112,168 $9.04M 0.77% +83,960 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 110,890 $8.93M 0.55% +82,512 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 110,797 $8.93M 3.23% +83,103 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 110,588 $8.91M 1.44% +83,335 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 110,076 $8.87M 0.54% +86,187 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 109,191 $8.8M 1.07% +85,781 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 109,166 $8.8M 0.44% +83,877 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 107,900 $8.69M 0.35% +82,066 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 107,802 $8.69M 0.38% +78,494 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 107,137 $8.63M 1.28% +80,590 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 107,072 $8.63M 1.75% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 106,970 $8.62M 1.01% +78,186 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 106,801 $8.6M 2.11% -18,929 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 105,737 $8.52M 0.27% +80,803 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 104,867 $8.45M 7.18% +81,684 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 104,522 $8.42M 0.08% +79,095 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 104,130 $8.39M 0.26% +78,205 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 103,856 $8.37M 0.81% +77,157 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 103,627 $8.35M 0.38% +78,276 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 103,618 $8.35M 1.39% +77,377 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 109,210 $8.33M 0.18% +76,616 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 102,610 $8.27M 0.05% +77,075 13F-HR Timeline Group HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 102,596 $8.27M 6.97% +77,072 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 102,539 $8.26M 5.11% +74,935 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 102,256 $8.24M 1.05% +76,716 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 101,775 $8.2M 6.52% +75,322 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 101,619 $8.19M 1.34% +76,300 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 101,392 $8.17M 1.99% +73,671 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 101,278 $8.16M 0.32% +76,325 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 100,954 $8.13M 4.89% +76,161 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100,813 $8.12M 3.89% +75,868 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 100,752 $8.12M 1.17% +75,858 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 100,684 $8.11M 1.11% +75,701 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 100,607 $8.11M 0.08% +75,138 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 100,365 $8.09M 0.31% +78,035 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 100,020 $8.06M +59,088 Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 99,760 $8.04M 7.56% +75,811 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 99,235 $8M 0.49% +76,624 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 98,590 $7.94M 0.02% +80,358 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 98,083 $7.9M 2.07% +73,230 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 97,518 $7.86M 0.92% +72,698 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 97,027 $7.82M 6.16% +76,277 13F-HR/A Timeline TICINO WEALTH More: the full row for TICINO WEALTH 96,948 $7.81M 2.46% +77,597 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 96,844 $7.8M 2.09% +71,920 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 95,219 $7.67M 1.01% +71,911 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 95,092 $7.66M 0.14% +73,287 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 94,980 $7.65M 0.88% +71,075 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 94,865 $7.64M 0.22% +71,700 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 94,784 $7.64M 0.66% +71,079 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 94,528 $7.62M 0.89% +70,796 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 94,023 $7.58M 2.33% +72,330 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 94,016 $7.57M 0.77% new 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 93,970 $7.57M 3.71% +70,398 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 93,854 $7.56M 0.45% +52,586 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 93,201 $7.51M 0.51% +76,389 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 93,080 $7.5M 0.01% +63,680 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 92,889 $7.48M 1.61% +70,159 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 92,184 $7.43M 0.02% +71,179 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 92,159 $7.43M 3.13% +67,001 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 91,722 $7.39M 2.53% +68,419 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 91,580 $7.38M 0.6% +69,065 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 91,483 $7.37M 4.06% +69,086 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 91,111 $7.34M 2.72% +68,943 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 91,100 $7.34M 4.14% +67,772 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 90,510 $7.29M 0.34% +67,873 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 89,687 $7.23M 0.89% +67,080 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 88,547 $7.13M 3.86% +66,233 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 88,538 $7.13M 0.87% +67,939 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 88,164 $7.1M 4.56% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 87,875 $7.08M 1.79% +66,668 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 87,718 $7.07M 0.95% +67,680 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 87,157 $7.02M 2.98% +65,710 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 86,954 $7.01M 2.86% +65,935 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 85,580 $6.9M 2.96% +64,918 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 85,222 $6.87M 0.11% +63,802 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 84,260 $6.79M 1.4% +61,654 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 84,183 $6.78M 1.1% +63,142 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 83,999 $6.77M 1.45% +63,169 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 83,852 $6.76M 0.28% +65,641 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 83,406 $6.72M 3.14% +62,481 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 82,834 $6.67M 3.99% +62,552 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 82,492 $6.65M 2.27% +62,777 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 82,452 $6.64M 0.93% +59,712 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 82,236 $6.63M 3.55% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 81,846 $6.59M 1.16% +63,163 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 81,728 $6.58M 0.58% +62,045 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 81,658 $6.58M 0.45% +59,008 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Focus Financial Network, Inc. 79,154 $6.38M 0.2% +61,635 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 79,142 $6.38M 0.51% +58,968 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 79,059 $6.37M 0.02% +54,234 13F-HR Timeline Group MATHER GROUP, LLC. 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