Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 92,436 $47.5M 1.78% -1,893 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 92,009 $47.3M 3.44% -826 13F-HR Timeline Group Kearns & Associates LLC More: the full row for Kearns & Associates LLC 91,459 $47M 30.49% -1,070 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 91,279 $46.9M 6.55% -5,966 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 90,637 $46.6M 7.69% 0 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 90,386 $46.5M 15.79% -23 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 90,620 $46.2M -884 Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 89,564 $46M 20.21% +10,095 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 89,295 $45.9M 11.5% +2,983 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 89,034 $45.8M 4.88% -658 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 88,551 $45.5M 10.02% +24,033 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 88,092 $45.3M 11.4% +39,343 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 87,905 $45.2M 12.42% -16 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 87,844 $45.1M 1.29% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 87,348 $44.9M 11.76% -1,757 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 86,958 $44.7M 0.27% +4,318 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 86,460 $44.4M 36.55% +83,075 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 86,432 $44.4M 25.42% +3,112 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 86,250 $44.3M 0.21% -19,152 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 85,963 $44.2M 0.83% -29,459 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 85,908 $44.1M 0.58% +613 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 85,535 $44M 0.35% +13,096 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 85,082 $43.7M 17.41% -1,689 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 85,046 $43.7M 1.07% +9,851 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 83,028 $43M +2,587 Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 83,400 $42.9M 11.04% -4,673 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 83,305 $42.8M 2% -1,660 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 83,231 $42.8M 7.94% +1,088 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 82,602 $42.4M 2.85% -5,947 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 82,564 $42.4M 3.13% -3,551 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 82,164 $42.2M 4.4% +200 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 81,886 $42.1M 3.37% +2,513 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 81,276 $41.8M 31.64% +4,637 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 81,230 $41.7M 5.69% +938 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 80,932 $41.6M 0.63% -23,934 13F-HR/A Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 80,714 $41.5M 4.32% +17,231 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 79,502 $40.9M 7.36% +2,283 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 79,424 $40.8M 5.8% -2,169 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 79,338 $40.8M 11.76% +1,919 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 80,010 $40.5M 1.16% -8,879 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 81,956 $40.5M 41.92% +9,750 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 78,458 $40.3M 4.04% +2,562 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 78,354 $40.3M 25.13% +937 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 77,791 $40M 7.62% +6,516 13F-HR Timeline AFBI LP More: the full row for AFBI LP 77,600 $39.9M 100% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 77,478 $39.8M 1.27% +1,339 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 77,163 $39.7M 0.03% +875 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 77,001 $39.6M 2.27% -898 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 78,717 $39.5M 21.4% +1,026 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 76,818 $39.5M 11.29% +4,069 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 76,531 $39.3M 20.53% +2,707 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 76,499 $39.3M 13.15% +1,223 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 76,196 $39.2M 0.47% +6,422 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 76,197 $39.2M 14.08% -6,652 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 76,579 $39.1M 1.24% +53,259 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 75,856 $39M 11.31% +8,568 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 75,590 $38.8M 0.19% +7,000 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 75,321 $38.7M 8.77% +30,510 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 75,272 $38.7M 11.43% +669 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 75,189 $38.6M 14.74% +1,846 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 74,971 $38.5M 15.04% +108 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 74,783 $38.4M 1.06% +3,123 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 84,958 $38.4M 17.45% +2,061 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 74,448 $38.3M 0.06% +51,941 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 74,373 $38.2M 33.03% 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 73,942 $38M 5.31% -422 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 73,688 $37.9M 0.01% +8,859 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 73,256 $37.6M 0.34% +1,832 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 72,937 $37.5M 1.62% +57,695 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 72,858 $37.4M 0.07% -25,561 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 72,785 $37.4M 38.83% -318 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 72,780 $37.4M 23.15% +4,328 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 72,683 $37.4M 0.56% +12,617 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 72,234 $37.1M 2.78% +3,443 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 71,525 $36.8M 14.71% -10,900 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 71,000 $36.5M 0.46% -5,707 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 70,804 $36.4M 7.01% +9,084 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 70,482 $36.2M 1.65% +14,368 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 70,459 $36.2M 0.12% -155,585 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 70,300 $36.1M 2.27% +10,228 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 77,431 $36M 15.53% +991 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 69,791 $35.9M 4.01% -1,013 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 69,579 $35.8M 11.68% -3,805 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 69,054 $35.5M 15.65% +3,786 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 68,962 $35.4M 0.43% +9,461 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 68,691 $35.3M 0.08% +781 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 68,424 $35.2M 1.34% +850 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 68,354 $35.1M 4.93% +542 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 68,205 $35.1M 2.71% -604 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 68,057 $35M 0.29% +44,822 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 67,861 $34.9M 1.24% -23,762 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 67,585 $34.8M 20.96% +1,217 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 67,389 $34.6M 31.91% +4,148 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 67,270 $34.6M 1.05% +934 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 65,551 $34.5M 0.28% -5,390 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 66,939 $34.4M 4.27% +3,201 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 66,601 $34.2M 17.37% -1,149 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 66,570 $34.2M 2.39% -2,880 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 66,076 $33.8M 1.22% -338 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 65,494 $33.7M 8.28% +234 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 65,328 $33.6M 20.61% -3,883 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 61,700 $33.2M 8.53% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 64,131 $33.1M 0.27% -6,001 13F-HR Timeline Busey Bank More: the full row for Busey Bank 64,318 $33.1M 1.11% +60,368 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 64,041 $32.9M 1.21% -1,948 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 63,615 $32.7M 0.75% +21,159 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 63,579 $32.7M 0.48% -52,425 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 63,325 $32.5M 0.38% +1,018 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 63,183 $32.5M 4.35% -2,079 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 62,646 $32.2M 6.66% +1,439 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 62,547 $32.1M 4.94% -5,332 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 62,417 $32.1M 1.27% +431 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 62,391 $32.1M 22.04% -1,949 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 61,331 $31.5M 0.51% +2,829 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 61,228 $31.5M 6.77% +726 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 60,973 $31.3M 23.04% +512 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 60,891 $31.3M 47.39% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 60,832 $31.3M 2.52% +71 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 60,559 $31.1M 17.05% -1,426 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 59,676 $30.7M 28.65% +4,833 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 59,559 $30.6M 0.72% +15,809 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 59,504 $30.6M 2.6% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 59,460 $30.6M 1.51% +1,314 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 59,398 $30.5M 15.21% -20,590 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 59,166 $30.4M 3.88% +2,406 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 58,984 $30.3M 1.22% +4,695 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 58,959 $30.3M 4.39% +8,587 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 58,900 $30.3M 3.68% -72,502 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 58,838 $30.2M 15.34% +244 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 58,622 $30.1M 1.34% +23,408 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 58,441 $30M 4.02% +2,412 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 57,072 $29.3M 15.3% -1,624 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 56,949 $29.3M 20.64% -848 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 56,875 $29.2M 4.03% +18,869 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 56,858 $29.2M 0.89% -2,775 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 56,735 $29.2M 7.5% +5,676 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 56,648 $29.1M 9.29% +4,478 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 56,553 $29.1M 0.55% +2,695 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 56,529 $29.1M 5.91% +35 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 56,466 $29M 7.37% +29,659 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 56,197 $28.9M 2.04% +61 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 56,509 $28.8M 11.13% +3,094 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 55,192 $28.4M 2.05% -14,619 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 54,992 $28.3M 2% +11,085 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 54,870 $28.2M 8.06% +1,239 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 54,672 $28.1M 23.92% +4,405 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 54,654 $28.1M 13.4% +47,993 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,477 $28.1M 2.98% +22,722 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 54,585 $28.1M 0.36% -3,718 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 53,655 $27.8M 3.31% +1,329 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 53,877 $27.7M 1.53% -5,401 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 53,731 $27.6M 0.29% +1,955 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 53,493 $27.5M 3.56% +4,993 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 53,312 $27.4M 17.36% +27,518 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 52,733 $27.1M 9.52% +150 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 52,587 $27M 13.71% -2,608 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 52,464 $27M 1.47% +1,086 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 52,408 $26.9M 2.47% -3,728 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 52,337 $26.9M 0.5% -2,221 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/ 52,106 $26.8M 0.03% -56,114 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 51,970 $26.7M 5.4% +15 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 51,914 $26.7M 13.09% +4,290 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 51,809 $26.6M 5.87% +1,193 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 51,739 $26.6M 0.85% +19,620 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 51,555 $26.5M 0.26% +5,238 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 51,271 $26.3M -3,139 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 51,159 $26.3M 1.07% +94 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 50,920 $26.2M 1.46% +1,261 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50,552 $26M 1.3% +9,008 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 50,238 $25.8M 0.36% +818 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 50,100 $25.7M 7.68% -11,500 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 50,011 $25.7M 1.41% -6,529 13F-HR Timeline Group TRB Advisors LP More: the full row for TRB Advisors LP 50,000 $25.7M 12.18% -600,000 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 49,913 $25.7M 10.3% +1,222 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 45,137 $25.6M 7.88% +455 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 49,675 $25.5M 8.87% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 49,495 $25.4M 23.58% 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 49,491 $25.4M 23.77% +1,429 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 49,365 $25.4M 5.3% -2,585 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 49,258 $25.3M 2.42% +6,027 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 49,217 $25.3M 9.92% +3,262 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 49,215 $25.3M 8.49% -1,556 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 49,066 $25.2M 12.38% +11,764 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 48,938 $25.2M 1.31% +6,357 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 48,897 $25.1M 5.84% -24,764 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 48,772 $25.1M 1.03% -6,697 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 48,672 $25M 0.42% -3,078 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 48,358 $24.9M 0.03% -2,195 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 48,315 $24.8M 1.04% +3,594 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 48,200 $24.8M 0.29% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 48,118 $24.7M 11.95% +702 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 47,690 $24.5M 7.18% +2,851 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 47,558 $24.4M 2.77% +2,500 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 45,000 $24.2M 18.81% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 46,860 $24.1M 0.61% +86 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 46,812 $24.1M 0.44% +14,519 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 46,691 $24M 9.71% -1,086 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 46,457 $23.9M 3.62% +12,887 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 46,358 $23.8M 18.07% +267 13F-HR/A Timeline KilterHowling LLC More: the full row for KilterHowling LLC 45,789 $23.8M 15.37% +1,532 13F-HR Timeline