Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 36,731 $3.41M 0.09% +501 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 34,947 $3.34M 1.18% +3,923 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 35,794 $3.32M 0.21% -522 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 35,781 $3.32M 1.15% +75 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 35,025 $3.25M 1.53% +4,430 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 34,523 $3.2M 0.03% +10,837 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 33,857 $3.14M 0.03% -866 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 33,787 $3.14M 0.49% -668 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,667 $3.13M 0.16% +21,028 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 33,454 $3.1M 0.17% +15,161 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,959 $3.06M 0.01% -1,364 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 32,530 $3.02M 0.02% +7,290 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 31,707 $2.94M 0.05% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 31,696 $2.94M 0.48% +1,635 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 30,940 $2.87M 0.29% -715 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 29,805 $2.77M 0.92% +7 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,392 $2.73M 0.16% -1,022 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 29,317 $2.72M <0.01% -8 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,235 $2.71M 0.04% +9 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 29,100 $2.7M 1.48% +14,550 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 28,988 $2.69M 0.14% +7,535 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,766 $2.67M <0.01% -4,768 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 28,718 $2.66M 0.11% +2,314 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 27,993 $2.6M 2.35% +640 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 27,959 $2.59M 1.67% +193 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 27,812 $2.58M 0.79% -3,884 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 27,570 $2.56M 0.02% +403 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,322 $2.52M 0.08% +1,065 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 26,939 $2.5M 0.95% +8,446 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 26,559 $2.46M 0.23% -55 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,743 $2.45M 0.81% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 26,313 $2.44M 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,312 $2.44M 0.23% -31,430 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 26,868 $2.42M 0.12% -927 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 25,828 $2.4M 3.23% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,682 $2.38M 1.88% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 25,537 $2.37M 1.26% +4,644 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 25,362 $2.35M 0.79% +20,155 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,958 $2.32M 0.15% +10,132 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,371 $2.26M 0.05% +422 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 24,347 $2.26M 1.2% -748 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 24,150 $2.24M 0.09% +2,285 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23,683 $2.2M 0.13% 0 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,500 $2.18M 0.65% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 23,186 $2.15M 1.46% -708 13F-HR/A Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 22,968 $2.13M 1.9% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,293 $2.07M 0.02% +637 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22,256 $2.07M 0.02% -20,114 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 22,145 $2.05M 0.74% +86 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22,040 $2.05M 0.08% +4 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 21,855 $2.03M 0.2% -1,877 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 21,446 $1.99M 0.05% -507 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 21,409 $1.99M 0.31% +10 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 21,305 $1.98M 0.03% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,242 $1.97M 0.17% +9,859 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,953 $1.94M 0.06% +1,627 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 20,661 $1.92M 0.08% -291 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 20,580 $1.91M 0.34% +18,739 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 19,868 $1.84M 0.22% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,780 $1.84M 0.1% -419 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,665 $1.82M 0.06% -1,291 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 19,655 $1.82M 0.49% +4,329 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,640 $1.82M 0.05% +2,783 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,354 $1.8M 0.03% +1,658 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 19,266 $1.79M -4,079 Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 19,155 $1.78M 0.53% -5,534 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 18,622 $1.73M <0.01% -13,367 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,325 $1.72M 0.04% +7,496 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 18,490 $1.72M 0.11% +636 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,453 $1.71M 0.29% -180 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 18,034 $1.67M 1.19% -2,279 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 17,841 $1.66M +1,086 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 17,632 $1.64M 0.19% +5,271 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,214 $1.6M 0.03% +24 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 17,001 $1.58M 0.12% +5,978 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 16,929 $1.57M 0.59% -192 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 16,841 $1.56M 0.11% -989 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,663 $1.55M 0.09% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,298 $1.51M 0.01% +1,339 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 16,220 $1.51M 0.05% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,104 $1.49M <0.01% +497 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,490 $1.44M 0.17% +675 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,222 $1.41M 0.04% +1 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 15,100 $1.4M 0.72% +3,300 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,955 $1.39M 0.04% +10,453 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,942 $1.39M 0.02% -10,259 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,926 $1.38M 0.15% -626 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,892 $1.38M 0.02% -2,514 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 14,707 $1.36M 0.18% +1 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,704 $1.36M 0.22% +370 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,699 $1.36M 0.1% -362 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,615 $1.36M 0.06% +10,040 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 14,570 $1.35M 0.06% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 14,522 $1.35M <0.01% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,489 $1.34M 0.17% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,133 $1.32M <0.01% -17,178 13F-HR Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 14,235 $1.32M 1.32% +2,464 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,856 $1.29M 0.26% -1,871 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,252 $1.28M 0.25% +5,949 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 13,610 $1.26M 0.22% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 13,558 $1.26M 0.45% +19 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,520 $1.25M 0.04% -6,330 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,460 $1.25M 0.33% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,438 $1.25M 0.25% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,383 $1.24M 0.01% +794 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,167 $1.22M 0.13% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,853 $1.21M 0.08% +1,972 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,857 $1.19M 0.57% -84 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,786 $1.19M 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 12,734 $1.18M 0.93% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 12,405 $1.15M 0.16% +2,884 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 12,372 $1.15M 0.73% -1,672 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12,365 $1.15M 0.5% -902 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,368 $1.15M <0.01% +3,500 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,246 $1.14M 0.02% -983 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,173 $1.13M 0.33% +786 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,934 $1.11M 0.03% -305 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,828 $1.1M 0.03% +1,105 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,818 $1.08M 0.03% +747 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,500 $1.07M <0.01% -2,000 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,464 $1.06M 0.02% -4,688 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 11,373 $1.06M 0.69% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 11,249 $1.04M 0.39% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,186 $1.04M 0.03% +782 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,054 $1.03M 0.05% +889 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 10,885 $1.01M 0.22% -140 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,970 $1.01M 0.04% -11,114 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 10,833 $1.01M 0.19% -24 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 10,590 $983K 0.15% +1,282 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,551 $979K 0.22% -95 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,476 $972K 0.05% +762 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,365 $962K 0.08% -6 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,177 $944K 0.18% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,135 $940K 0.05% +828 13F-HR/A Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 10,133 $940K 0.69% -385 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,071 $934K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,000 $928K 0.03% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,943 $923K 0.11% +1,802 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,900 $919K 0.07% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,786 $908K 0.24% -281 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,742 $904K 0.04% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,688 $899K 0.06% +605 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,687 $899K <0.01% +5,205 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,624 $893K 0.03% +324 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 9,391 $871K 0.32% -2 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,273 $860K 0.03% +2,882 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,165 $859K 0.33% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,199 $854K 0.09% -1,724 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,146 $849K 0.09% +71 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,130 $847K <0.01% +4,356 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 17,284 $835K 1.12% -3,582 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,939 $829K 0.15% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,776 $827K 0.08% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,865 $823K 0.01% -86,436 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,837 $820K 0.22% +167 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,815 $818K 0.23% +755 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,800 $817K 0.01% -12 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,798 $816K 0.01% -15,397 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 8,763 $813K 0.02% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,748 $812K 0.06% -2,174 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,736 $811K 0.08% +2,431 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,675 $805K 0.07% -2,109 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,665 $804K 0.08% +8 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,611 $799K 0.59% +990 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,608 $799K 0.06% +2,267 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,588 $797K 0.02% -7,121 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,572 $795K 0.05% -3,241 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,488 $788K 0.06% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,320 $772K 0.01% +6,128 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,255 $766K 0.33% -49 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,122 $754K <0.01% 0 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,121 $754K 0.35% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,077 $750K 0.25% +68 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,075 $749K 0.35% -274 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,064 $748K 0.03% +1,672 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,046 $747K 0.34% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,024 $745K <0.01% +30 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7,955 $738K 0.15% +1,854 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,831 $727K 0.02% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,810 $726K 0.14% +2,315 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,684 $713K 0.05% +4 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,618 $707K 0.39% +8 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 7,610 $706K 0.28% -863 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,555 $701K 0.02% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,549 $701K 0.4% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 7,500 $696K <0.01% 0 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,477 $694K 0.51% -19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,454 $692K <0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,428 $689K 0.02% +3,014 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,418 $688K 0.02% +912 13F-HR Timeline Sovereign Financial Group, Inc. 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