Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 195,385 $9.58M 2.93% +44,520 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 194,856 $9.55M 4.43% -83,256 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 194,330 $9.53M 8.43% -22,798 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 191,871 $9.41M 0.87% +85,587 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 189,954 $9.31M 2.4% +19,567 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 187,401 $9.19M 2.16% -2,466 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 185,639 $9.1M 1.61% -1,886 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 184,879 $9.06M 0.32% +82,402 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 184,815 $9.06M 0.14% +127,213 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 184,335 $9.04M 2.12% +57,042 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 183,708 $9.01M 1.03% -17,434 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 182,517 $8.93M 0.91% -80,112 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 181,432 $8.9M 0.02% +35,725 13F-HR/A Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 181,358 $8.89M 1.46% +652 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 180,917 $8.87M 0.07% -7,030 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 180,599 $8.85M 1% -7,191 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 179,461 $8.8M 1.23% +70,904 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 179,431 $8.8M 0.51% +89,365 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 178,896 $8.77M 0.8% +50,782 13F-HR Timeline Group CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 178,706 $8.76M 6.36% +3,034 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 175,137 $8.59M 2.88% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 174,193 $8.54M 1.67% +323 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 171,925 $8.43M 0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 171,657 $8.42M 0.19% +18,921 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 169,097 $8.29M 2.42% -36,232 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 167,859 $8.23M 0.26% -4,793 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 166,672 $8.17M 3.08% -63,968 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 164,668 $8.07M 1.21% +64,560 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 162,588 $7.97M 0.13% +3,775 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 162,999 $7.91M 2.64% +15,630 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 160,025 $7.85M 3.86% +38,860 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 159,932 $7.84M 3.67% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 157,278 $7.71M 1.03% -312,027 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 155,053 $7.6M 4.15% -97,171 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 154,575 $7.58M 1.54% -21,270 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 154,270 $7.56M 0.11% +12,171 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 153,772 $7.54M 0.19% +1,217 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 153,103 $7.51M 0.16% -6,378 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 152,986 $7.5M 0.59% -7,718 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 152,358 $7.47M 0.1% -52,698 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 149,146 $7.31M 2.32% -6,514 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 148,846 $7.3M 4.24% -52,860 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 148,787 $7.3M 1.46% -89,375 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 148,779 $7.29M 1.7% -71,033 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 148,052 $7.26M 0.11% -25,654 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 147,712 $7.24M 2.05% +12,329 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 146,601 $7.19M 0.86% +7,710 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 145,148 $7.12M 2.41% +7,972 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 145,095 $7.11M -40,366 Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 144,747 $7.07M 2.92% -14,633 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 142,151 $6.97M 2.63% +7,763 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 141,315 $6.93M 1.53% +49,994 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 140,416 $6.88M 0.61% -56,809 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 140,313 $6.88M 0.06% +4,521 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 138,643 $6.8M 4.56% +63,979 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 137,996 $6.77M 3.08% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 136,735 $6.7M 3.16% +9,431 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 136,705 $6.7M 2.09% -12,455 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 136,279 $6.68M 2% +4,085 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 136,055 $6.67M 1.32% +25,146 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 135,835 $6.66M 0.16% -154,057 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 135,378 $6.64M 0.35% -16,835 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 135,312 $6.63M 2.21% +12,285 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 134,418 $6.59M 1.51% +38,580 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 132,782 $6.51M 3.15% +36,415 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 131,930 $6.47M 0.12% +12,825 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 130,952 $6.42M 0.01% new 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 128,868 $6.32M 0.28% +20,863 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 126,407 $6.2M 4.45% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 126,219 $6.19M 2.1% -178,887 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 126,205 $6.19M 0.26% +75,018 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 125,867 $6.17M 1.58% -96,313 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 124,287 $6.09M 1.89% +55,493 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 123,569 $6.06M 1.22% +8,312 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 122,830 $6.02M 0.65% -8,453 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 121,438 $5.95M 0.94% +36,437 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 119,525 $5.86M 3.03% +8,608 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 118,893 $5.83M 0.23% +9,407 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 118,489 $5.81M 2.59% +25,841 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 114,975 $5.64M 0.1% +2,880 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 114,272 $5.6M 0.12% -35,106 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 114,254 $5.6M 0.25% +49,185 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 113,157 $5.55M 0.66% +7,863 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 112,775 $5.53M 1.29% +31,728 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 112,419 $5.51M 0.42% +4,281 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 112,466 $5.5M 0.32% +8,017 13F-HR/A Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 110,933 $5.44M 4.42% -1,400 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 110,181 $5.4M 1.92% +839 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 109,190 $5.35M 1.14% +93,393 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 108,550 $5.32M 0.71% +6,265 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 107,690 $5.28M 0.84% +5,675 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 107,213 $5.26M 0.36% +7,247 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 106,998 $5.25M 0.08% +30,115 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 106,925 $5.24M 0.48% -12,455 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 105,796 $5.18M 2.14% +3,360 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 105,305 $5.16M 0.43% +29,205 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 105,310 $5.13M 0.08% +22,594 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 104,239 $5.11M 0.49% -15,183 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 103,354 $5.07M 4.51% +17,786 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 102,599 $5.03M 1.83% +17,779 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 102,130 $5.01M 0.03% -66,907 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 102,091 $5.01M 0.91% -9,707 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 101,282 $4.97M 0.76% -42,418 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 100,592 $4.93M 0.06% +10,141 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 99,523 $4.88M 0.03% -2,313 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 99,684 $4.86M 4.28% +19,455 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 98,788 $4.84M 2.41% +40,087 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 98,667 $4.84M 1.17% +447 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 98,419 $4.83M 0.01% -666,752 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 97,684 $4.79M 0.03% +10,388 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 97,027 $4.76M 0.09% +19,240 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 96,278 $4.72M 2.57% -608 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 95,996 $4.7M 0.16% -35,000 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 95,448 $4.68M 1.48% +27,192 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 95,324 $4.67M <0.01% +63,298 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 95,148 $4.66M 1.66% +22,231 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 94,696 $4.64M 0.52% +769 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 94,276 $4.62M 0.39% -35,200 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 93,732 $4.6M 0.16% +22,872 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 93,234 $4.57M 0.41% -2,067 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 93,081 $4.56M 0.66% -1,567 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 92,970 $4.56M 3.28% +25,133 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 93,178 $4.55M 0.62% +52,131 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 92,579 $4.54M 0.78% -1,599 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 92,439 $4.53M 1.39% +9,722 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 92,151 $4.52M 2.11% +42,758 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 91,353 $4.48M 1.99% -6,037 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 91,073 $4.47M 0.23% +5,342 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 89,877 $4.41M 2.48% -2,785 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 89,550 $4.39M 0.01% +23,549 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 88,889 $4.36M 3.81% +14,683 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 88,578 $4.34M 0.41% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 87,658 $4.3M 1.46% -4,957 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 87,631 $4.3M 0.07% -16,520 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 86,992 $4.27M 0.35% +19,444 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 86,418 $4.24M 0.44% -5,251 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86,396 $4.24M 0.08% -27,572 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 86,045 $4.22M 2.09% +494 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 85,211 $4.18M 0.39% -1,422 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 85,046 $4.17M 1.9% -9,173 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 84,555 $4.15M 0.67% -15,104 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 84,506 $4.14M 0.05% -32,808 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 84,373 $4.14M 0.19% +37,522 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 84,034 $4.12M 0.09% -48,844 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 83,560 $4.1M 0.09% -27,421 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 81,514 $4M 1.87% +14,367 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 81,198 $3.98M 0.12% -13,518 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 80,889 $3.97M 1.29% +13,400 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 80,537 $3.95M 0.1% -85,699 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 80,379 $3.94M 0.11% -3,732 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 80,157 $3.93M 0.63% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 80,135 $3.93M 0.29% +11,371 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 79,895 $3.92M 1.1% +20,339 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 79,878 $3.92M 0.11% -7,556 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 79,728 $3.91M 0.51% +1,257 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 79,631 $3.9M 0.9% -83,591 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 79,250 $3.89M 2.63% -13,936 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 78,606 $3.85M 0.21% -7,054 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 78,464 $3.85M 1.87% -1,340 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 77,838 $3.82M 0.04% -30,661 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 77,491 $3.8M 0.23% +14,200 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 77,170 $3.78M 1.29% +3,305 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 76,718 $3.76M 0.09% +959 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 76,092 $3.73M 0.09% -21,779 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 76,035 $3.73M 0.13% -36,804 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 75,869 $3.72M 2.57% -1,176 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 75,750 $3.71M 0.56% -1,977 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 75,737 $3.71M 2.38% +3,210 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 75,685 $3.71M 0.93% -32,668 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 75,468 $3.7M 0.07% -21,594 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 75,384 $3.7M 0.3% -2,025 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 75,593 $3.67M 1.34% +120 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 74,427 $3.65M 0.36% +5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 73,853 $3.62M <0.01% -12,234 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 73,842 $3.61M 0.46% +195 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 73,498 $3.6M 2.36% +2,045 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 72,660 $3.56M 1.13% +11,135 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 71,702 $3.52M 0.44% -11,330 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 71,191 $3.49M 0.51% +30,399 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 70,577 $3.46M 0.09% +39,012 13F-HR/A Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 70,014 $3.43M 1.28% -873 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 69,329 $3.4M 0.08% +39,964 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 69,173 $3.39M 0.06% +4,138 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 68,774 $3.37M 0.86% +6,383 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 66,896 $3.28M 0.2% -335 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 66,757 $3.27M 0.24% -78 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 66,696 $3.27M 0.53% -254,752 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 66,616 $3.27M 0.07% -7,101 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 66,488 $3.26M 0.79% +12,047 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 65,770 $3.2M 1.6% +1,959 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 65,080 $3.19M 0.3% -5,160 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 64,838 $3.18M 0.34% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 64,362 $3.16M 1.04% -18,237 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 64,217 $3.15M 1.26% -24,647 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 64,086 $3.14M 3.92% new 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 64,591 $3.14M 0.09% +221 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 63,805 $3.13M 1.24% +1,115 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 63,791 $3.13M 1.99% +450 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 63,790 $3.13M 0.6% -410 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 63,703 $3.12M 1.51% -43,734 13F-HR Timeline