Roundview Capital LLC More: the full row for Roundview Capital LLC 96,017 $58.8M 3.72% -9,773 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 95,935 $58.7M 10.84% -1,413 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 95,604 $58.5M 3.82% +1,109 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 94,529 $57.9M 0.66% +34,027 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 93,934 $57.8M 3.61% +594 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 94,306 $57.8M 1.96% +11,634 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 94,235 $57.7M 17.31% -61,833 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 $57.6M 8.4% 0 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 93,476 $57.2M 1.3% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 93,393 $57.2M 6.8% -1,280 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 92,612 $56.7M 39.5% +4,153 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 92,580 $56.7M 7.41% +79,040 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 92,515 $56.7M 25.47% -1,606 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 91,390 $56.4M 1.24% +3,904 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 91,257 $55.9M 29.67% -202 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 90,914 $55.7M 31.43% +4,288 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 90,854 $55.6M 0.02% -235,889 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 90,620 $55.5M 2.25% +2,859 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 90,504 $55.4M 0.06% -4,375 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 90,174 $55.2M 1.15% +4,156 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 89,821 $55.2M 1.86% +3,442 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 90,020 $55.1M 2.12% -1,490 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 89,866 $55M 11.6% +762 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 89,803 $55M 41.29% +6,251 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 89,373 $54.9M 3.82% +88,005 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 89,025 $54.5M 15.37% -20 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 88,762 $54.4M 9.94% +272 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 88,517 $54.2M 7.81% +8,261 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 88,460 $54.2M 8.84% +5,782 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 88,054 $53.9M 3.67% -3,692 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 87,401 $53.5M 14.31% -163 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 87,111 $53.3M +844 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 86,173 $52.8M 1.34% +5,620 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 86,026 $52.7M 0.64% +7,293 13F-HR Timeline Group RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 85,800 $52.5M 8.22% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 85,610 $52.4M 1.61% -7,451 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 84,463 $51.9M 1.22% -7,318 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 84,377 $51.7M 0.76% +16,066 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 84,133 $51.4M 0.07% -482 13F-HR Timeline Group Passaic Partners LLC More: the full row for Passaic Partners LLC 83,874 $51.4M 6.18% -8,741 13F-HR Timeline AFBI LP More: the full row for AFBI LP 83,870 $51.4M 100% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 83,777 $51.3M 4.51% +4,643 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 83,407 $51.2M 4.91% +95 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 83,371 $51.1M 24.15% -1,847 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 82,630 $50.9M 4.58% -2,861 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 83,025 $50.8M 5.72% +2,419 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 82,327 $50.7M 15.45% +1,384 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 82,534 $50.5M 12.09% +6,324 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 82,363 $50.4M 21.72% +277 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 82,119 $50.4M 11.47% -8,057 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 82,019 $50.2M 8.65% -2,348 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 82,261 $50.2M 1.01% +25,561 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 81,911 $50.2M 3.41% -12 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 81,810 $50.1M 2.87% -1,195 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 81,635 $50M 0.57% -2,255 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 78,987 $49.9M 8.02% +15,116 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 81,114 $49.6M 1.24% -5,591 13F-HR/A Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 80,462 $49.3M 14.32% +1,088 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 80,440 $49.3M 8.77% -4,859 13F-HR Timeline Compound Planning, Inc. 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Ltd, Zurich 77,498 $47.5M 0.13% +7,781 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 77,267 $47.3M 1.06% -6,650 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 76,347 $46.8M 14.28% +84 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 75,978 $46.5M 1.05% +707 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 75,861 $46.5M 1.22% +6,155 13F-HR Timeline Group Lepercq De Neuflize Asset Management LLC More: the full row for Lepercq De Neuflize Asset Management LLC 75,784 $46.4M 26.78% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 75,467 $46.2M 0.01% +1,330 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 75,023 $46.1M 5.85% +3,272 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 75,040 $46M 31.46% 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 74,928 $45.9M 10.1% +158 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 74,716 $45.8M 18.21% +46 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 74,614 $45.7M 0.66% +4,166 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 73,761 $45.2M 1.45% +3,611 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 73,726 $45.1M 17.63% +492 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 74,812 $45M 21.64% -803 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 73,344 $44.9M 22.92% +23,733 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 73,095 $44.8M 34.89% +1,805 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 73,076 $44.8M 11.11% -3,544 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 72,878 $44.6M 0.45% +837 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 72,873 $44.6M 5.1% +5,098 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 72,786 $44.6M 5.2% -56 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 72,658 $44.5M 0.51% -973 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 71,870 $44M 0.07% +14,780 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 71,236 $43.6M 0.37% +10,741 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 70,986 $43.6M 1.66% +385 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 71,118 $43.6M 4.93% +1,901 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 70,841 $43.4M 0.09% -1,438 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 70,164 $43M +3,414 Timeline Avion Wealth More: the full row for Avion Wealth 70,013 $42.9M 9.2% -1,502 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 69,727 $42.7M 9.62% +2,809 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 69,335 $42.5M 3.26% new 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 69,338 $42.4M 6.55% +62,379 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 69,306 $42.4M 0.9% +13,152 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 69,240 $42.4M 5.29% +5,062 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 68,901 $42.2M 4.63% -2,756 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 68,849 $42.2M 2.78% +59 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 68,824 $42.1M 0.83% -8,568 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 68,690 $42.1M 10.95% -155 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 67,729 $41.5M 1.3% +1,494 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 67,564 $41.4M 0.12% +63,097 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 67,421 $41.3M 1.44% +3,966 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 66,212 $40.5M 16.1% -1,634 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 66,404 $40.5M 1.25% +55 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 66,140 $40.5M 12.5% -11,693 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65,866 $40.3M 0.41% +282 13F-HR Timeline Hikari Tsushin, Inc. 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More: the full row for Financial Management Professionals, Inc. 63,915 $39.3M 4.09% +1,549 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 63,848 $39.1M 11.38% -429 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 63,751 $39M 30.41% +1,555 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 63,669 $39M 14.96% +3,747 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 63,604 $38.9M 2.32% +37,231 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 63,581 $38.9M 1.43% -808 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 62,786 $38.6M 1.63% +95 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 62,572 $38.4M 18.78% +1,681 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 62,587 $38.3M 7.45% +3,816 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 62,575 $38.3M 0.46% +593 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 62,553 $38.3M 12.43% -5,124 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 62,454 $38.2M 4.63% +5,791 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 62,391 $38.2M 22.91% -2,026 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 62,063 $38.1M 2.99% -695 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 61,445 $37.6M 22.76% -27,095 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 61,056 $37.5M 6.35% +106 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 61,217 $37.5M 21.1% -653 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 61,187 $37.5M 4.34% -1,408 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 60,984 $37.3M 3.73% -22 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 60,855 $37.3M 7.2% +1,738 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 60,542 $37.1M 10.4% +9,728 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,618 $36.5M 0.89% +4,345 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 59,605 $36.5M 0.97% +3,367 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 59,438 $36.4M 6.72% -3,013 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 58,655 $35.9M 5.24% +4,185 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 58,565 $35.9M 1.23% +2,149 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 58,491 $35.8M 7.82% +56,573 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 57,828 $35.7M 11.95% -153 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 58,246 $35.7M 15.87% -1,384 13F-HR Timeline FAIRFAX FINANCIAL HOLDINGS LTD/ CAN in group FAIRFAX FINANCIAL HOLDINGS LT… More: the full row for FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 58,248 $35.7M 1.73% -14,652 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 57,752 $35.4M 1.78% -3,856 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 57,666 $35.3M 2.76% +201 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 57,495 $35.2M 9.49% -265 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 57,429 $35.2M 2.24% +364 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 57,272 $35.1M 8.66% +1,517 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 57,253 $35.1M 0.6% +1,282 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 56,935 $34.9M 7.81% +3,264 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 56,790 $34.8M 18.57% +457 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 56,762 $34.8M 5.77% +347 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 56,760 $34.8M 6.47% -712 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 56,660 $34.7M 20.18% +529 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 56,990 $34.6M 0.77% +21,611 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 56,432 $34.6M -302 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,367 $34.5M 0.8% -426 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 56,092 $34.3M 1.49% +5,974 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55,158 $33.8M 1.54% +2,467 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 54,871 $33.6M 22.5% +173 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 53,814 $33.5M 0.48% +8,364 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 54,692 $33.5M 1.93% -3,272 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 54,373 $33.4M 0.22% +12,729 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 54,405 $33.3M 0.24% +9,837 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 54,385 $33.3M 0.33% +3,718 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 54,303 $33.3M 17.05% +127 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 54,089 $33.1M 1.25% +9,837 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 54,064 $33.1M 13.34% +499 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 53,518 $32.8M 0.85% +11,629 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 53,054 $32.5M 5.57% +1,369 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,024 $32.5M 1.24% -1,535 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 52,238 $32.1M 30.37% -1,809 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 52,035 $31.9M 0.47% +1,441 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 52,032 $31.9M 0.36% +8,681 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 52,014 $31.9M 1.2% +251 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 51,800 $31.7M 0.98% +43,900 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 51,758 $31.7M 2.71% +3,500 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 51,745 $31.7M 7.82% +294 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 51,739 $31.7M 1.8% +99 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 51,738 $31.7M 13.36% +891 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 51,724 $31.7M 12.41% -30 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 51,459 $31.5M 0.37% -834 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 51,355 $31.4M 6.04% +85 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 51,034 $31.3M 24.64% +960 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 51,004 $31.2M 7.05% +576 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 50,683 $31M 9.92% +960 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 50,201 $30.7M 1.29% -4,507 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 49,675 $30.4M 10.24% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 49,542 $30.3M 24.96% -2,231 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 49,421 $30.3M 0.22% -3,730 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 49,191 $30.1M 0.65% +1,886 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 49,152 $30.1M 0.18% +6,399 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 48,587 $29.8M 18.99% +4,038 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 48,559 $29.7M 7.16% +1,652 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 48,477 $29.7M 0.54% -434 13F-HR Timeline