Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 279,303 $183M 4.08% +13,040 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 303,739 $181M 0.9% -296 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 300,100 $179M 0.84% +5,720 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 296,591 $177M 0.08% -180,202 13F-HR/A Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 293,158 $175M 1.8% +73,668 13F-HR/A Timeline American Trust More: the full row for American Trust 290,703 $174M 15.35% +1,463 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 289,629 $173M 2.21% +104 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 288,044 $172M 23.4% +2,991 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 287,151 $172M 33.51% +10,939 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 285,650 $171M 23.57% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 285,132 $170M 0.61% +23,977 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 280,269 $167M 14.68% -4,027 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 279,939 $167M 2.05% +23,787 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 277,910 $166M 0.56% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 277,678 $166M 12.1% -3,468 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 277,322 $166M 8.96% +11,922 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 276,774 $165M 0.51% +96,178 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 276,504 $165M 2.36% +6,294 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 274,941 $164M 1.22% -7,118 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 246,616 $163M 25.34% +1,097 13F-HR Timeline Fairfield University More: the full row for Fairfield University 271,653 $162M 81.33% +859 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 269,580 $161M 0.03% -3,289,689 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 267,576 $160M 11.05% +39,611 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 265,319 $159M 0.96% +658 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 257,568 $154M 1.9% -887 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 257,515 $154M 1.72% +70,575 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 257,282 $154M 16.53% -1,762 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 244,761 $153M 11.22% +1,926 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 255,244 $153M 3.28% +27,287 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 255,244 $153M 2.84% +27,287 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 255,100 $152M 16.82% -35,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 252,037 $151M 10.12% -1,499 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 250,781 $150M 5.78% +4,420 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 278,997 $146M 26.22% +17,909 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 244,107 $146M 31.45% +11,012 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 243,898 $146M 100% +243,137 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 242,780 $145M 15.32% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 242,136 $145M 0.7% -15,055 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 240,471 $144M 5.69% -759 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 239,969 $143M 2.31% -27,506 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 238,838 $143M 4.89% +782 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 234,336 $140M 2.54% +28,549 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 233,070 $139M 0.09% +149,729 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 232,695 $139M 11.62% +4,375 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 229,422 $137M 1.34% -60,554 13F-HR Timeline William Marsh Rice University More: the full row for William Marsh Rice University 225,914 $135M 61.19% +21,499 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 225,569 $135M 6.81% -10,473 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 223,899 $134M 5.54% +4,942 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 223,124 $133M 2.53% -12,883 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 223,000 $133M 4.88% -77,700 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 220,542 $132M 6.97% +2,652 13F-HR Timeline Group AFBI LP More: the full row for AFBI LP 219,490 $131M 100% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 216,680 $129M 1.44% -94,128 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 216,447 $129M 4.53% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 214,486 $128M 0.34% -6,279 13F-HR Timeline Group Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 212,594 $127M 10.17% +28,347 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 211,169 $126M 2.99% +191,898 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 211,081 $126M 8.18% +23,470 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 210,845 $126M 0.12% +30,184 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 210,356 $126M 3.86% -117 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 209,633 $125M 1.01% -36,115 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 208,790 $125M 23.19% +9,031 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 208,079 $124M 0.07% +4,484 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 207,880 $124M 2.01% +65,206 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 206,921 $124M 3.25% +19,188 13F-HR Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 206,920 $124M 46.84% +56,920 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 204,826 $122M 0.55% +4,228 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 204,711 $122M 30.06% -44,040 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 203,535 $122M 1.41% -2,196 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 202,306 $121M 9.52% +14,648 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 202,122 $121M 12.15% +4,905 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 194,068 $121M 3.89% +6,285 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 201,763 $121M 2.57% +12 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 201,197 $120M 13.04% +39,930 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 199,888 $119M 6.43% +560 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 198,432 $119M 1.42% -18,654 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 197,734 $118M 2.37% +36,272 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 197,683 $118M 0.89% +4,319 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 197,430 $118M 26.69% +7,417 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 196,976 $118M 0.76% +3,108 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 196,400 $117M 39.15% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 194,643 $116M 18.86% -3,257 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 193,200 $115M 11.16% +24,769 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 192,346 $115M 0.07% -4,836 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 191,896 $115M 2.78% -10,051 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 191,231 $114M 0.91% +112,457 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 190,255 $114M -6,569 Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 189,906 $113M 6.16% +10,047 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 189,287 $113M 1.93% +2,278 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 172,623 $111M 16.66% -1,458 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 185,617 $111M 0.54% +72,418 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 185,300 $111M 13.75% +13,360 13F-HR/A Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 185,106 $111M +154,423 Timeline Go Invest LLC More: the full row for Go Invest LLC 184,473 $110M 31.6% +33,246 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 183,925 $110M 27.69% +3,321 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 367,224 $109M 0.7% +64,735 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 181,129 $108M 3.08% +959 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 180,665 $108M 15.1% +4,555 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 179,883 $107M 13.49% +1,400 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 179,714 $107M 2.44% -2,954 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 178,783 $107M 1.53% +16,792 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 178,473 $107M 1.97% +6,936 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 178,094 $106M 12.42% +3,736 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 177,765 $106M 5.64% +45,780 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 176,697 $106M 16.27% +9,521 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 176,417 $105M 3.56% +7,027 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 174,352 $104M 10.13% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 174,278 $104M 0.59% +30,366 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 169,680 $101M 7.66% +28,127 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 168,486 $101M 18.17% +5,635 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 165,564 $98.9M 7.92% -141 13F-HR Timeline Ironclad Investments LLC More: the full row for Ironclad Investments LLC 164,258 $98.2M 48.13% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 163,970 $98M 1.34% +26,903 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 163,125 $97.5M 30.75% -40,665 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 163,083 $97.5M 3.67% -19,865 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 162,438 $97.1M 7.03% -11,225 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 162,324 $97M 6.89% -16,952 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 162,275 $97M 1.37% +14,335 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 161,978 $96.8M 1.23% +6,504 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 159,363 $96M 5.83% +5,314 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 158,998 $95M 3.19% +28,759 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 158,628 $94.8M 0.42% +122,118 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 158,002 $94.4M 4.35% +2,505 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 157,877 $94.3M 1.94% +149 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 157,657 $94.2M 28.7% -5,038 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 157,644 $94.2M 14.89% +1,393 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 156,400 $93.5M 0.17% +58 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 156,074 $93.3M 4.2% -100,857 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 155,661 $93M 3.17% +30,202 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 154,934 $92.6M 14.2% -47,799 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 154,531 $92.3M 17.66% +2,443 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 154,261 $92.2M 6.27% +8,175 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 152,670 $91.2M 38.1% new 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 151,783 $90.7M 44.76% +6,807 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 150,934 $90.2M 4.13% +935 13F-HR Timeline Bell Bank More: the full row for Bell Bank 148,629 $88.8M 3.77% -460 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 148,562 $88.8M 0.75% +5,397 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 147,776 $88.3M 17.14% +3,402 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 147,612 $88.2M 2.77% +14,644 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 146,988 $87.8M 18.09% +2,099 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 145,769 $87.1M 8.27% +5,595 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 144,765 $86.5M 0.36% -17,741 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 144,500 $86.3M 13.16% +1,121 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 128,106 $85.2M 10.42% -2,908 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 141,400 $84.5M 0.97% +7,595 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 139,742 $83.5M 7.91% -2,962 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 139,259 $83.2M 1.98% +10,186 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 138,703 $82.9M 19.36% -662 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 137,866 $82.4M 13.98% +2,240 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 136,997 $81.9M 9.94% -13,354 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 136,630 $81.6M 1.02% -15,500 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 133,067 $79.5M +290 Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 132,801 $79.4M 12.72% +11,422 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 119,659 $78.3M +3,883 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 130,723 $78.1M 0.39% +19,574 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 130,673 $78.1M 1.07% -18,692 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. 130,110 $77.7M 1.31% +2,878 13F-HR Timeline Group Standard Family Office LLC More: the full row for Standard Family Office LLC 128,996 $77.1M 79.65% +1,610 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 128,772 $76.9M 37.47% -4,447 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 127,416 $76.1M 49.43% +1,595 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 121,034 $75.6M 15.33% +1,336 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 125,749 $75.1M 13.96% -315 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 125,540 $75M 47.88% -3,722 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 125,464 $75M 1.18% +16,815 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 125,442 $75M 0.78% +45,091 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 125,012 $74.7M 12.63% +2,803 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 124,191 $74.2M 8.39% +2,687 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 123,947 $74.1M 13.74% +34,977 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 123,268 $73.7M 16.9% +2,210 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 123,091 $73.6M 13.7% +1,169 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 111,614 $72.7M 17.32% -1,380 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 121,611 $72.7M 12.34% -27,908 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 121,370 $72.5M 11.73% +115,755 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 120,886 $72.2M 1.68% +13,479 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 120,304 $71.9M 21.13% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 120,234 $71.9M 0.07% +15,420 13F-HR Timeline Group Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 122,940 $71.7M 36.31% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 109,218 $71.5M 21.17% -9,498 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 119,367 $71.3M 6.53% +4,451 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 118,344 $70.7M 7.84% -2,484 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 116,749 $69.8M 2.24% +1,925 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 115,757 $69.2M 0.28% +5,465 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 115,534 $69M 24.11% +543 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 115,393 $69M 1.65% +8,770 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 114,956 $68.7M 2.84% +2,032 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 114,867 $68.6M 40.02% -3,943 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 114,619 $68.5M 10.26% -280,444 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 114,254 $68.3M 1.62% +21,446 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 114,238 $68.3M 0.95% +11,444 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 113,381 $67.8M 24.29% +1,620 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 113,045 $67.5M 24.04% -3,903 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 112,485 $67.2M 4.41% -530 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 111,264 $66.5M 0.83% -2,630 13F-HR Timeline Group WEST PACES ADVISORS INC. 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