JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 265,608 $136M 0.07% -509,538 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 263,721 $136M 3.28% +12,962 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 263,721 $136M 2.78% +12,962 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 261,153 $134M 11.51% -2,014 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 260,216 $134M 10.71% -3,036 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 252,563 $130M 23.45% +5,152 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 252,398 $130M 0.31% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 251,306 $129M 0.76% -19,456 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 251,230 $129M 1.51% +2,072 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 249,022 $128M 28.2% +125,975 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 247,806 $128M 4.25% +12,330 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 248,634 $128M 1.21% +15,329 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 246,492 $127M +116,843 Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 245,863 $126M 7% +3,905 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 243,585 $125M 10.25% -4,151 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 243,415 $125M 5.91% +438 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 241,840 $124M 2.98% -17,669 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 241,688 $124M 1.05% -83,938 13F-HR/A Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 240,875 $124M 3.47% +44,258 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 238,906 $123M 33.75% +3,067 13F-HR Timeline Tredje AP-fonden More: the full row for Tredje AP-fonden 237,025 $122M 1.14% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 235,168 $121M 36.63% +10,637 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 235,000 $121M 0.89% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 233,475 $120M 1.32% +185,205 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 274,615 $120M 27.36% -21,125 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 232,376 $119M 2.91% +46,219 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 232,147 $119M 0.48% -2,671 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 227,621 $117M 0.94% +7,969 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 225,575 $116M 3.02% -12,974 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 225,301 $116M 10.78% +4,463 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 225,163 $116M 1.72% +821 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 223,599 $115M 2.29% +176,581 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 220,752 $113M 31.83% +219 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 220,507 $113M 2.53% -34,868 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 219,546 $113M 5.88% -29,205 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 219,490 $113M 1.9% 13F-HR/A Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 217,197 $112M 12.48% +642 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 217,051 $112M 11.17% +864 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 216,799 $111M 0.66% +6,859 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 216,447 $111M 4.78% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 215,107 $111M 6.94% +52,543 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 209,546 $110M 8.53% +13,161 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 209,417 $108M 5.61% +2,822 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 208,811 $107M 11.28% -548,803 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 207,321 $107M 0.56% +16,846 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 205,787 $106M 0.97% -2,115,804 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 205,539 $106M 18.38% +102,526 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 200,094 $103M 1.86% +10,199 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 199,115 $102M 15.02% -19,110 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 198,821 $102M 1.98% +2,216 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 196,034 $101M 14.8% +2,576 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 195,932 $101M 3.07% +9,299 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 192,077 $98.7M 5.41% +2,744 13F-HR/A Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 191,119 $98.2M 4.25% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 186,945 $96.1M 0.58% +4,038 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 186,676 $95.9M 6% +4,762 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 186,549 $95.9M 26.43% +20,662 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 185,727 $95.4M 1.15% -48,729 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 184,743 $94.9M 0.76% +37,747 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 183,769 $94.4M +13,550 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 183,665 $94.4M 0.61% +115,993 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 188,782 $92.6M 16.74% +10,339 13F-HR Timeline Bell Bank More: the full row for Bell Bank 177,995 $91.5M 4.94% +19,923 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 176,249 $90.6M 17.04% +1,757 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 176,023 $90.5M 29.45% +8,814 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 175,000 $89.9M 16.57% +11,600 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 173,629 $89.2M 5.81% -2,247 13F-HR/A Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 170,999 $87.9M 31.03% +2,232 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 168,898 $86.8M 2.1% +381 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 166,971 $85.8M 0.72% +11,773 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 166,895 $85.8M 1.1% -11,138 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 166,883 $85.8M 12.44% +124,966 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 166,696 $85.7M 6.78% -1,419 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 166,308 $85.5M 9% +5,271 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 165,296 $84.9M 19.79% +8,039 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 164,957 $84.8M 1.37% +38,567 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 164,948 $84.8M 60.37% +20,077 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 164,345 $84.5M 9.61% -14,738 13F-HR Timeline Group Ironclad Investments LLC More: the full row for Ironclad Investments LLC 164,258 $84.4M 47.52% +9,700 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 163,208 $83.9M 11.21% -3,385 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 160,701 $82.6M 8.75% +11,694 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 160,388 $82.4M 21.15% -318 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 158,246 $81.3M 3.12% +9,433 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 157,160 $80.8M 17.46% +2,665 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 155,377 $79.8M 2.77% +3,778 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 155,241 $79.8M 1.24% +8,583 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 154,500 $79.4M 26.41% +19,235 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 161,780 $79.4M 4.07% -4,893 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 154,170 $79.2M 0.98% +21,254 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 153,937 $79.1M 0.78% +3,531 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 153,937 $79.1M 0.78% +3,531 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 153,631 $79M 11.78% +25,185 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 153,540 $78.9M 18.71% +5,290 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 152,385 $78.3M 19.69% +2,637 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 151,583 $77.9M 17.82% -4,244 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 151,113 $77.7M 14.69% +8,276 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 150,079 $77.1M 13.92% -13,407 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 149,746 $77M 0.08% +29,908 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 149,699 $76.9M 4.1% +5,251 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 148,850 $76.5M 0.05% +7,046 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 148,596 $76.4M 1.99% +4,097 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 146,947 $75.5M 1.75% +920 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 146,506 $75.3M 0.38% -26,036 13F-HR/A Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 145,610 $74.8M 29.31% +6,239 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 145,504 $74.8M 0.04% +24,246 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 145,459 $74.8M 8.22% -744 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 144,475 $74.2M 31.6% +2,278 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 144,194 $74.1M 16.23% +140 13F-HR Timeline DAIDO LIFE INSURANCE CO More: the full row for DAIDO LIFE INSURANCE CO 142,802 $73.4M 9.95% +24,694 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 141,621 $72.8M 12.25% +54,524 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 141,365 $72.6M 30.72% +15,637 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 141,104 $72.5M 0.07% -142,859 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 139,955 $71.9M 10.89% +9,368 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 139,905 $71.9M 1.05% +80,828 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 138,494 $71.2M 0.3% +1,741 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 138,217 $71M 34.63% -11,021 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 137,644 $70.7M 1.42% +9,081 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 137,926 $70.7M 0.75% +42,747 13F-HR Timeline P/E Global LLC More: the full row for P/E Global LLC 134,036 $68.9M 15.59% +36,298 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 133,940 $68.8M 9.04% -1,528 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 133,819 $68.8M 14.45% -7,755 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 133,490 $68.6M 0.44% +3,791 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 133,173 $68.4M 19.61% +18,169 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 131,921 $67.8M 16.49% +425 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 131,770 $67.7M 12.87% +4,193 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 131,439 $67.5M 16.5% -499 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 130,084 $66.9M 4.35% -13,834 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 129,619 $66.6M 3.79% +12,725 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 129,032 $66.3M 7.37% -2,302 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 127,671 $65.6M 1.13% +926 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 127,599 $65.6M 10.3% +15,387 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 127,363 $65.5M 2.88% +1,302 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 125,200 $64.3M 4.43% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 125,136 $64.3M 84.41% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 124,223 $63.8M 0.48% +4,178 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 124,000 $63.7M 30.74% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 123,090 $63.3M 1.63% new 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 122,340 $62.9M 18.75% -6,801 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 121,464 $62.4M 0.14% -1,500 13F-HR/A Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 120,804 $62.1M 18.15% +246 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 120,344 $61.8M 4.29% 0 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 125,699 $61.7M 26.83% -4,278 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 119,108 $61.2M 1.28% +16,598 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 118,222 $60.8M 16.39% -1,756 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 117,290 $60.3M 6.06% -2,260 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 116,646 $59.9M 0.88% +5,662 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 115,349 $59.3M 38.83% -2,641 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 115,068 $59.1M 7.12% +1,433 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 115,143 $59.1M 28.69% +651 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 114,832 $59M 45.16% +2,583 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 114,184 $58.7M 22.27% -2,733 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 113,998 $58.6M 1.5% -5,503 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 113,563 $58.4M 6.33% +49,618 13F-HR/A Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 113,364 $58.3M 6.45% -1,244 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 111,442 $57.8M -25,199 Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 112,384 $57.8M 1.86% -7,551 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 111,675 $57.4M 9.44% +5,613 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 111,129 $57.1M 1.92% -1,503 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110,010 $56.5M 10.22% -30,736 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 109,294 $56.2M 18.8% +9,850 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 109,172 $56.1M 1.51% -16,357 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 107,663 $55.3M 4.7% +11,503 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 107,535 $55.3M 0.63% +11,746 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 105,778 $54.4M 3.92% +3,288 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 104,378 $53.6M 0.63% -8,696 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 104,205 $53.6M 0.81% -8,377 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 104,062 $53.5M 2.92% +29,612 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 103,336 $53.1M 2.48% -388 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 103,073 $53M 1.64% -76,267 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 102,380 $52.6M 6.57% -16,257 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 101,518 $52.2M 0.9% -1,253 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 101,304 $52.1M 26.65% +3,334 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 100,796 $51.8M 0.28% +4,037 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 100,761 $51.8M 0.74% +8,950 13F-HR Timeline Group Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 99,735 $51.8M 39.97% -34,647 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 100,539 $51.7M 21.32% +4,084 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 99,423 $51.1M 28.15% -1,989 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 99,204 $51M 1.63% +1,579 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 97,910 $50.3M 10.67% +4,443 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 97,847 $50.3M 1.3% +8,069 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 97,112 $49.9M 28.86% +486 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 96,759 $49.7M 0.94% +5,663 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 96,735 $49.7M 1.24% +639 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 96,681 $49.7M 1.39% +31,025 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 96,643 $49.7M 1.39% +11,558 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 96,145 $49.4M 2.12% -35,984 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 95,674 $49.2M 3.65% -5,877 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 95,426 $49M 13.03% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 95,327 $49M 11.16% +23,777 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 95,175 $48.9M 38.82% -1,012 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 94,927 $48.8M 0.48% +5,272 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 96,746 $48.6M 0.27% +1,690 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 94,186 $48.4M 1.42% +1,457 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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