Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 106,623 $66.9M 1.49% -3,127 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 106,136 $66.6M 32.85% +833 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 105,780 $66.3M 21.44% +881 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/ 104,814 $65.7M 0.07% +14,310 13F-HR Timeline Group TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 104,720 $65.7M 25.56% +1,359 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 104,452 $65.5M 24.18% +4,278 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 104,183 $65.3M 6.91% -969 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 103,300 $64.8M 3.49% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 103,094 $64.7M 15.47% +522 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 102,794 $64.5M 0.91% -4,766 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 102,704 $64.4M 6.2% +4,991 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 102,195 $64.1M 0.25% -2,236 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 102,011 $64M 5.95% -494 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 101,741 $63.8M 9.42% +63 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 101,313 $63.6M 3.31% +21,428 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 100,968 $63.3M 47.64% 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 100,368 $62.9M 1.39% -3,605 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 98,561 $61.8M 20.09% +239 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 98,434 $61.7M 0.02% +7,580 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 97,525 $61.2M 3.43% +17,685 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 97,347 $61M 38.47% +4,735 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 97,141 $60.9M 3.75% +1,124 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 96,571 $60.6M 41.52% +6,768 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 96,484 $60.5M 3.8% +880 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 96,280 $60.4M 10.79% +345 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 96,211 $60.3M 1.18% +6,037 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 96,125 $60.3M 5.06% +12,348 13F-HR Timeline Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 95,800 $60.1M 6.18% 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 95,755 $60.1M 7.85% +3,175 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 95,049 $59.6M 3.55% -6,793 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 94,448 $59.2M 1.27% +3,058 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 94,347 $59.2M 0.37% +39,974 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 $59M 8.17% 0 13F-HR Timeline Group Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 94,007 $59M 33.32% 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 93,802 $58.8M 41.25% -2,303 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 93,707 $58.8M 3.56% -227 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 93,676 $58.7M 24.76% +14,125 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 93,333 $58.5M 31.15% +2,419 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 93,096 $58.4M 9.72% +4,636 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 92,808 $58.2M 1.31% +2,987 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 92,739 $58.2M 0.83% +6,713 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 92,635 $58.1M 25.01% +120 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 92,612 $58.1M 6.65% -781 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 91,374 $57.3M 16.46% -2,861 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 90,937 $57M 29.46% -320 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 90,688 $56.9M 15.04% +1,663 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 90,622 $56.8M 8.89% -5,835 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 89,229 $56.8M 6.88% +14,206 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 89,455 $56.1M 2.12% -565 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 88,970 $55.8M 14.39% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 88,151 $55.3M 4.61% +62,964 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 87,894 $55.1M +783 Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 87,882 $55.1M 1.63% +2,272 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 86,939 $55M +16,775 Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 87,471 $54.9M 14.98% +70 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 86,969 $54.5M 0.6% +14,311 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 86,892 $54.5M 0.04% -68,352 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 85,748 $53.8M 6.49% 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 84,254 $53.6M 23.8% +883 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. 85,358 $53.5M 3.96% -2,696 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 85,292 $53.5M 7.83% +24,236 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 85,011 $53.3M 11.95% +2,892 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 84,859 $53.2M 1.14% +396 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 84,447 $53M 1.57% +4,164 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 83,964 $52.7M 9.26% +3,524 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 83,555 $52.4M 4.98% +148 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 83,414 $52.3M 5.17% -23,751 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 83,341 $52.3M 0.03% -102,171 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 82,979 $52M 16.97% +3,359 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 82,977 $52M 5.65% -48 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 82,837 $51.9M 16.3% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 82,836 $51.9M 2.75% +1,026 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 81,172 $51.8M 7.4% +2,185 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 81,725 $51.6M 14.51% -602 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 81,584 $51.2M 0.09% -2,549 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 81,632 $51.2M 21.71% -731 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 81,607 $51.2M 3.39% -304 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 80,896 $51.2M 4.52% -1,734 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 81,593 $51.2M 1.24% +21,975 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 81,402 $51M 0.27% +2,105 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 81,093 $50.9M 37.07% +7,998 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 80,918 $50.7M 8.7% -1,101 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 80,877 $50.7M 0.9% +3,610 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 80,851 $50.7M 0.66% +6,237 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 80,619 $50.5M 1.39% +859 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 80,351 $50.4M 0.55% +33,207 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 79,804 $50M 0.57% -1,831 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 79,718 $50M 33.78% 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 78,913 $49.5M 14.23% -1,549 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 77,874 $49.5M 1.14% -3,240 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 78,774 $49.4M 0.59% -37,793 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 78,354 $49.1M 0.45% -271 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 78,126 $49M 0.99% +65,271 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 77,056 $48.3M 1.03% +1,078 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 76,456 $47.9M 25.91% -3,696 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 76,027 $47.7M 10.05% +1,099 13F-HR Timeline Lepercq De Neuflize Asset Management LLC More: the full row for Lepercq De Neuflize Asset Management LLC 75,989 $47.7M 27.25% +205 13F-HR/A Timeline STEPH & CO More: the full row for STEPH & CO 75,772 $47.5M 13.7% -575 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 75,165 $47.1M 17.8% +1,439 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 74,641 $46.8M 5.14% +3,523 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 74,237 $46.6M 18.18% -479 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 74,231 $46.6M 1.19% -1,630 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 73,806 $46.3M 8.79% +8,174 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 73,782 $46.3M 4.79% -10,092 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 73,501 $46.1M 5.03% +715 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 73,462 $46.1M 32.46% -1,578 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 73,251 $45.9M 1.43% -510 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 73,157 $45.9M 1.59% +5,736 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 73,139 $45.9M 0.37% +1,903 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 73,123 $45.9M 17.55% +6,911 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 72,880 $45.7M 1.74% +1,894 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 72,695 $45.6M 0.08% +1,854 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 72,591 $45.5M 10.82% -485 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 71,965 $45.1M 18.83% 13F-HR Timeline Group Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 72,900 $45M 21.2% -1,912 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 70,760 $44.4M 18.55% 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 70,746 $44.4M 23.17% 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 70,032 $44.3M 0.12% +2,468 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 70,385 $44.1M 4.77% +7,931 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 70,352 $44.1M 4.22% +53,577 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 70,326 $44.1M 2.12% +65,001 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 70,325 $44.1M 17.23% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 70,325 $44.1M 22.09% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69,877 $43.8M 9.19% -136 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 69,078 $43.3M 9.83% +388 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 69,175 $43.2M 6.14% -163 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 68,740 $43.1M 35.77% 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 68,610 $43M 14.63% +4,941 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 68,523 $43M 2.77% -326 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 67,910 $42.6M 6.85% +11,148 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 67,501 $42.3M 0.94% -32,986 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 67,345 $42.2M 4.84% -1,895 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 67,041 $42M 3.34% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 66,978 $42M 4.64% -1,923 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 66,682 $41.8M 1.25% +278 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 66,644 $41.8M 1.74% +10,552 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 66,608 $41.8M 8.42% +1,095 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,515 $41.7M 0.43% +649 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 66,413 $41.6M 0.46% +3,838 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 66,391 $41.6M 4.24% +1,307 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 66,339 $41.6M 7.3% +5,484 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 65,921 $41.3M 19.25% +345 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 65,829 $41.3M 1.35% +7,264 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 65,515 $41.1M 1.58% +1,934 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 64,811 $40.6M 31.39% +1,060 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 64,811 $40.6M 3.96% +3,827 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 64,767 $40.6M 0.38% +10,382 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 64,767 $40.6M 1.23% -2,962 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 64,592 $40.5M 8.96% +18,553 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 64,392 $40.4M 1.68% +1,606 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 64,050 $40.2M 0.79% +7,060 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 63,419 $39.8M 11.52% -429 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 62,769 $39.4M 5.37% +4,114 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 62,122 $39M 4.02% -1,793 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 61,428 $38.5M 1.24% +32,826 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 61,415 $38.5M 2.85% -648 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 61,174 $38.4M +4,742 Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 61,089 $38.3M 8.1% +2,598 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 60,137 $38.3M 6.52% +3,377 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 61,006 $38.3M 2.43% +3,577 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 60,876 $38.2M 0.7% -7,948 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 60,796 $38.1M 15.84% 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 60,623 $38M 7.1% +1,185 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 60,595 $38M 10.25% +53 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 60,528 $38M 19.45% -689 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 59,367 $37.5M 16.15% +1,121 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 59,564 $37.4M 18.17% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,525 $37.3M 1.63% +4,367 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 59,419 $37.3M 9.24% +1,924 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 59,336 $37.2M 23.04% -3,055 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 58,303 $37.1M 11.98% +475 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 59,139 $37.1M 0.64% +2,772 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 58,449 $36.7M 17.73% -4,123 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 58,246 $36.7M 3.36% +10,616 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 $36.5M 1.75% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 57,749 $36.2M 0.6% +496 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 57,755 $36.2M 2.36% -8,085 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 57,653 $36.2M 2.63% -13 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 57,363 $36M 21.08% +703 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 57,251 $35.9M 2.13% -501 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 56,971 $35.7M 19.63% -4,474 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 56,775 $35.6M 8.55% -497 13F-HR Timeline PARK PRESIDIO CAPITAL LLC More: the full row for PARK PRESIDIO CAPITAL LLC 56,565 $35.5M 2.89% +17,948 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 56,525 $35.4M 7.59% -410 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 56,469 $35.4M 2.05% -7,135 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 56,461 $35.4M 0.27% +2,056 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 56,278 $35.3M 1.31% +2,189 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 55,702 $34.9M 0.19% +23,144 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 55,584 $34.9M 1.28% +38,363 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 55,447 $34.8M 0.01% -388,118 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 55,409 $34.7M 13.37% +1,345 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 55,341 $34.7M 11.24% -7,212 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 55,260 $34.7M 0.05% new 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 55,149 $34.6M 26.06% 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 54,891 $34.4M 0.29% +8,587 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 54,879 $34.4M 20.49% +8 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 54,402 $34.1M 0.77% +884 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 54,353 $34.1M 0.48% +2,318 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 54,353 $34.1M 16.84% +50 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 54,263 $34M 6.49% -8,324 13F-HR Timeline