Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 94,258 $53.8M 1.22% -91,469 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 94,561 $53.7M 19.42% +2,109 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 94,495 $53.7M 3.78% +12,609 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 94,121 $53.5M 25.14% +880 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) 94,007 $53.4M 8.22% +3,370 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 93,476 $53.1M 1.32% +5,632 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 93,340 $53M 3.58% -2,334 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 93,061 $52.9M 1.8% +625 13F-HR Timeline Group Passaic Partners LLC More: the full row for Passaic Partners LLC 92,615 $52.6M 6.36% +46,158 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 91,781 $52.3M 1.31% -2,188 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. 91,746 $52.1M 3.68% -263 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 91,510 $52M 2.15% +8,205 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 91,459 $52M 29.78% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 91,341 $51.9M 4.75% +10,627 13F-HR Timeline Group Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 90,905 $51.6M 6.65% +9,675 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 90,176 $51.4M 12.35% +2,828 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 90,276 $51.3M 0.35% +4,741 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 87,486 $51.2M 1.28% +7,476 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 89,911 $51.1M -21,531 Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 89,104 $50.6M 11.79% -191 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 89,045 $50.6M 15.74% -1,341 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 88,540 $50.3M 26.37% +2,108 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 88,490 $50.3M 10.32% +22,996 13F-HR Timeline Group GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 88,459 $50.2M 38.41% +1,999 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 87,761 $49.9M 2.33% +58,129 13F-HR/A Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 87,564 $49.7M 13.43% -341 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 86,705 $49.3M 1.33% -7,481 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 86,379 $49.2M 1.87% +26,875 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 86,626 $49.2M 31.51% +5,350 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 86,267 $49M +3,239 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 85,299 $48.9M 9.45% -3,252 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 86,018 $48.9M 1.13% +972 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 85,491 $48.8M 4.82% -3,543 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 85,218 $48.4M 26.11% +17,633 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 84,615 $48.2M 0.08% +11,757 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 84,367 $47.9M 8.33% +1,136 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 83,917 $47.7M 1.18% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 83,890 $47.7M 0.59% -2,018 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 83,312 $47.5M 4.6% +1,148 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 83,552 $47.5M 41.05% +1,596 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 83,005 $47.1M 3.07% +441 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 82,796 $47M 1.78% +12,314 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 82,678 $47M 7.89% +11,874 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 82,672 $47M 1.79% -13,473 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 82,086 $46.6M 20.19% +22,688 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 81,923 $46.5M 3.44% +21,091 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 80,943 $46.4M 16.04% +3,512 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 80,606 $45.8M 5.65% +1,182 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80,553 $45.8M 1.12% -59,352 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 80,256 $45.6M 5.87% +754 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 80,017 $45.5M 0.4% +6,761 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 79,465 $45.3M 11.25% +127 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 79,374 $45.1M 14.06% +2,875 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 79,134 $45M 4.23% +676 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 78,813 $44.8M 0.26% -8,145 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 78,733 $44.7M 0.59% +6,050 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 78,407 $44.5M 26.13% +53 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 77,833 $44.2M 15.27% +2,644 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 77,398 $44M 2.94% +5,164 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 77,392 $44M 1.09% -86 13F-HR/A Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 77,215 $43.9M 0.03% new 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 76,620 $43.5M 11.65% +1,348 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 76,263 $43.3M 14.05% +66 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 76,210 $43.3M 10.87% +354 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 75,697 $43M 18.99% +2,917 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 75,271 $42.8M 1.05% +488 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 74,770 $42.5M 9.93% -8,630 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 74,670 $42.4M 20.27% -1,861 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 75,615 $42.2M 21.45% -3,102 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 74,137 $42.1M 0.01% +449 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 73,631 $41.8M 0.52% +2,631 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 73,621 $41.8M 2.95% -8,981 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 73,234 $41.6M 17.82% +18,580 13F-HR Timeline FAIRFAX FINANCIAL HOLDINGS LTD/ CAN in group FAIRFAX FINANCIAL HOLDINGS LT… More: the full row for FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 72,900 $41.4M 2.21% new 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 72,842 $41.4M 5.18% -1,100 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 72,279 $41.1M 0.09% +3,588 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 72,158 $41M 2.48% +1,858 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 72,041 $40.9M 0.45% +3,079 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 71,751 $40.9M 4.1% +1,960 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 71,971 $40.9M 0.03% -5,192 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 71,731 $40.7M 0.04% -420,934 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 71,657 $40.7M 4.85% +3,303 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 71,525 $40.6M 15.36% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 71,515 $40.6M 9.26% +9,815 13F-HR/A Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 71,290 $40.5M 33.57% +3,901 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 70,601 $40.2M 1.64% +11,979 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 70,448 $40M 0.63% +18,111 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 70,150 $39.8M 1.38% +1,726 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 69,717 $39.6M 0.12% -742 13F-HR/A Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 69,706 $39.6M 1.12% +2,436 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 69,217 $39.3M 4.6% +2,278 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 68,845 $39.1M 11.21% -734 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 68,790 $39.1M 2.84% +585 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 68,311 $38.8M 0.6% +6,980 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 67,846 $38.5M 16.41% -1,208 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 67,775 $38.5M 4.75% 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 67,677 $38.4M 12.48% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 66,918 $38M 8.18% +10,183 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 66,750 $38M +19,381 Timeline Plancorp, LLC More: the full row for Plancorp, LLC 66,235 $37.6M 1.3% +3,818 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 66,349 $37.6M 1.24% +273 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 65,784 $37.4M 17.63% -817 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65,584 $37.3M 0.4% +2,259 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 65,569 $37.2M 20.83% +241 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 64,977 $36.9M 0.03% +47,480 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 64,417 $36.6M 23.43% +7,468 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 64,389 $36.6M 1.34% +348 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 64,277 $36.5M 11.47% +11,544 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 64,178 $36.5M 4.86% +5,219 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 63,871 $36.3M 6.76% +1,225 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 63,455 $36M 1.33% +4,471 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 63,131 $35.9M 8.26% +20,608 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 62,758 $35.7M 3.07% +32,210 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 62,691 $35.7M 1.6% +3,231 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 62,595 $35.6M 4.4% -588 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 62,366 $35.5M 4% +3,200 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 62,451 $35.5M 8.59% -14,367 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 62,196 $35.3M 29.02% +2,520 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 61,982 $35.2M 0.31% +8,251 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 61,870 $35.1M 21.67% -521 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 61,608 $35M 1.87% -15,393 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 67,861 $34.9M 1.24% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 60,950 $34.7M 6.35% +4,421 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 60,891 $34.7M 29.53% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 61,006 $34.7M 3.77% +2,106 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 60,502 $34.4M 0.42% +5,917 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 60,495 $34.4M 0.31% +8,940 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 59,922 $34M 14.83% +16,962 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 59,630 $33.9M 16.01% +792 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 59,117 $33.6M 7.4% +2,651 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 59,051 $33.5M 1.66% -160,495 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 57,981 $33.5M 11.98% +1,472 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 57,465 $33.4M 3.04% +1,988 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 58,771 $33.4M 7.41% -29,321 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 57,964 $32.9M 2.05% +1,767 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 57,876 $32.9M 0.88% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 57,760 $32.8M 9.36% +1,112 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 57,472 $32.6M 6.58% +5,663 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 57,392 $32.6M 3.69% +517 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 57,090 $32.4M 0.06% +36,790 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 57,065 $32.4M 2.15% +2,073 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,793 $32.3M 0.82% +27,085 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 56,734 $32.2M +5,463 Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 56,663 $32.2M 3.77% +3,170 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 56,700 $32.1M 0.82% -19,879 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 56,416 $32M 1.18% +7,644 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 56,415 $32M 5.69% +7,050 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 56,333 $32M 18.32% +55,219 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 56,238 $31.9M 0.91% -620 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 56,154 $31.9M 0.71% -3,405 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 56,131 $31.9M 20.46% -4,842 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 55,971 $31.8M 0.57% -582 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 55,755 $31.7M 8.56% +885 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,273 $31.4M 0.82% +11,108 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 54,872 $31.3M 3.33% +1,217 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 54,708 $31.1M 1.4% +10,581 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 54,698 $31.1M 23.03% +26 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 54,599 $31M 2.85% +5,341 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 54,559 $31M 1.29% +5,621 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 54,470 $30.9M 5.11% -3,971 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 54,047 $30.8M 29.89% -18,738 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 54,176 $30.8M 17.48% -6,383 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 53,858 $30.6M 28.82% -20,515 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 53,671 $30.5M 7.81% +8,534 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 53,565 $30.4M 13.39% +1,651 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 53,151 $30.1M 0.23% -12,400 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 52,691 $29.9M 1.5% -1,186 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,614 $29.9M 0.05% -21,834 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 52,293 $29.7M 0.37% +2,055 13F-HR Timeline Group Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 51,773 $29.4M 24.8% +2,282 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 51,763 $29.4M 1.2% +6,766 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 51,754 $29.4M 13.13% +3,636 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 50,594 $29.4M 0.47% +8,476 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 51,685 $29.4M 5.51% +6,200 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 51,640 $29.3M 1.8% -824 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 51,451 $29.2M 8.07% +1,351 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 51,270 $29.1M 5.94% -700 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,196,459 $29M 5.14% +2,183,270 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 50,847 $28.9M 12.89% +1,781 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 50,814 $28.9M 9.23% +5,214 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 50,667 $28.8M 0.32% -12,912 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 50,428 $28.6M 10.23% +1,211 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 50,360 $28.6M 2.42% -2,048 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 50,031 $28.5M 15.13% -7,041 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50,118 $28.5M 1.34% -434 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 50,074 $28.4M 24.48% +579 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 49,723 $28.2M 10.2% -190 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 49,675 $28.2M 9.67% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 49,611 $28.2M 15.54% +12,171 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 48,911 $27.8M 0.56% +9,329 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 48,592 $27.6M 1.25% -1,419 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 48,258 $27.4M 2.95% +700 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 48,246 $27.4M 1.01% +30,119 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 47,988 $27.3M 0.51% -15,627 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 47,770 $27.1M 1.02% +2,782 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 47,718 $27.1M 1.02% -597 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 47,711 $27.1M 0.46% -961 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 47,305 $26.9M 0.49% +445 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 46,845 $26.7M 3.27% -55,535 13F-HR Timeline Weil Company, Inc. 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