JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 202,625 $10.2M 1.72% +7,950 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 202,480 $10.2M 1.18% -480 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 202,338 $10.2M 0.49% +2,708 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 202,020 $10.2M 0.19% -14,826 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 200,548 $10.1M 0.8% 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 200,090 $10.1M 2.26% -2,093 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 198,820 $10M 4.52% +5,653 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 196,815 $9.9M 0.02% +33,035 13F-HR/A Timeline Group Level Wealth Management LLC More: the full row for Level Wealth Management LLC 196,542 $9.88M 5.05% +31,558 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 196,077 $9.86M 0.24% +4,297 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 195,742 $9.84M 1.42% +11,651 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 194,004 $9.76M 0.83% -16,022 13F-HR/A Timeline Firestone Capital Management More: the full row for Firestone Capital Management 193,945 $9.75M 2.07% -321 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 193,827 $9.75M 0.27% +73,512 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 191,675 $9.64M 0.92% -22,392 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 185,562 $9.33M 0.78% -2,318 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 184,301 $9.27M 2.14% -69,099 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 184,230 $9.26M 7.74% -1,607 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 182,641 $9.23M 0.85% +1,763 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 182,315 $9.17M 0.49% +72,379 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 180,823 $9.09M 1.11% -12,257 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 178,529 $8.98M 0.69% +4,632 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 177,817 $8.94M 5.81% +873 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 177,200 $8.91M 0.05% +12,374 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 175,930 $8.85M 4.48% +12,702 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 174,166 $8.76M 2.54% +21,408 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 172,880 $8.69M 0.11% +8,441 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 168,086 $8.45M 0.12% -1,219 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 166,552 $8.38M 3.81% +589 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 166,073 $8.35M 0.89% +34,762 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 165,360 $8.32M 0.18% +5,049 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 164,303 $8.26M 0.31% +162,930 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 164,269 $8.26M 0.44% -704 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 162,940 $8.19M 1.56% -25,743 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 160,726 $8.18M 6.47% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 159,857 $8.04M 0.48% -28,205 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 159,029 $8M 0.35% -22,448 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 158,963 $7.99M 0.23% +104,937 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. 158,301 $7.96M 0.15% +37,339 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 157,714 $7.93M 1.85% +7,838 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 157,422 $7.92M 0.02% -170,219 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 156,705 $7.88M 2.17% +76,338 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 154,636 $7.78M 2.67% +5,069 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 152,365 $7.66M 0.11% -639 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 150,812 $7.58M 0.3% +23,425 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 150,258 $7.56M 5.68% -21,250 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 150,260 $7.55M 0.01% +69,304 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 150,205 $7.55M 0.85% -1,783 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 148,804 $7.48M 0.06% +13,646 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 148,443 $7.47M 0.21% -7,132 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 147,562 $7.42M 2.3% +1,380 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 146,798 $7.38M 2.23% -1,619 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 146,149 $7.35M 2.12% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 146,019 $7.34M 1.8% -5,386 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 145,322 $7.31M 0.88% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 145,313 $7.31M 0.99% +51,579 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 145,291 $7.31M 1.54% +27,579 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 144,840 $7.28M 0.06% 13F-HR/A Timeline Group 25 LLC More: the full row for 25 LLC 144,563 $7.27M 2.31% -48,937 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 144,087 $7.25M 2.08% -9,883 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 143,833 $7.23M 0.48% +3,275 13F-HR/A Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 143,688 $7.23M 4.96% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 142,176 $7.15M 0.04% +26,770 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 140,977 $7.09M 1.89% -7,887 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 140,681 $7.07M 6.68% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 136,880 $6.88M 0.83% +10,605 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 136,874 $6.88M 0.94% +7,259 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 136,057 $6.84M 4.3% -1,341 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 135,534 $6.82M 8% 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 134,451 $6.76M 1.89% -35,054 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 133,756 $6.73M 4.22% -5,778 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 133,740 $6.73M 1.66% -1,391 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 133,490 $6.71M 0.05% +6,014 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 132,540 $6.67M 2.14% -18,374 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 131,932 $6.63M 0.1% +2,134 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 129,885 $6.53M 4.11% +3,685 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 129,442 $6.51M 1.1% 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 127,784 $6.43M 0.62% -83,380 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 127,580 $6.42M 0.86% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 126,709 $6.37M 1.21% -11,024 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 126,212 $6.35M 0.6% -7,601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 126,134 $6.34M 1.79% -13,136 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 125,979 $6.34M 2.63% -17,228 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 125,385 $6.31M 1.66% +4,849 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 124,453 $6.26M 0.67% -2,699 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 124,241 $6.25M 1.27% -8,531 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 124,115 $6.24M 0.08% +41,017 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 122,420 $6.16M 0.11% +92,749 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 120,992 $6.08M 0.21% -3,790 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 120,051 $6.04M 0.85% +2,189 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 119,157 $5.99M 0.42% +3,868 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 118,065 $5.94M 0.07% +5,398 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 117,999 $5.93M 1.07% +1,509 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 117,469 $5.91M 0.27% +37,579 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 115,454 $5.81M 3.91% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 114,104 $5.74M 2.86% -664 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 114,008 $5.73M 0.13% +17,163 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 111,552 $5.61M 0.45% +14,158 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 110,795 $5.57M 2.35% -1,238 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 110,221 $5.54M 0.56% -118 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 110,055 $5.53M 4.26% +7,790 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 109,683 $5.52M 0.11% +36,017 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 108,866 $5.47M 0.5% -918 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 108,573 $5.46M 0.68% +8,115 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 106,720 $5.37M 5% +13,395 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 105,811 $5.33M 0.3% -8,742 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 105,986 $5.33M 2.82% +11,361 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 105,194 $5.29M 1.37% 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 105,024 $5.28M 1.63% -45,509 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 104,129 $5.24M 3.32% +7,731 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 102,548 $5.19M 1.68% +82,764 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 102,185 $5.16M 3.99% -1,235 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 102,361 $5.15M 0.33% +2,626 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 101,688 $5.11M 0.19% +10,612 13F-HR Timeline Group Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 101,628 $5.11M 3.88% +5,316 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 101,466 $5.1M 0.42% -1,304 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 101,087 $5.08M 0.32% +1,351 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 100,901 $5.07M 0.55% +5,011 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 99,043 $4.98M 4.41% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 98,399 $4.95M 0.06% -10,884 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 98,298 $4.94M 2.13% +1,247 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 97,593 $4.91M 0.34% -10,093 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 97,569 $4.91M 0.43% -19,926 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95,738 $4.81M 1.97% +5,861 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 95,606 $4.81M 0.14% -45,407 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 95,155 $4.79M 0.68% -8,775 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 93,889 $4.72M 0.08% +15,852 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 92,832 $4.67M 0.9% +6,608 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 94,562 $4.64M 0.52% +15,856 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 92,084 $4.63M +37,570 Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 91,945 $4.62M 1.88% +1,103 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 91,743 $4.61M 0.77% +2,486 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 91,092 $4.61M +61,453 Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 90,914 $4.57M 4.29% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 89,946 $4.52M 0.4% -360 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 89,740 $4.51M 0.02% -3,130 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 89,736 $4.51M 2.79% -1,553 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 88,574 $4.45M 0.26% +10,623 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 88,011 $4.43M 0.06% -29,071 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 87,348 $4.39M 0.14% -7,762 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 87,219 $4.39M 1.32% +379 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 86,393 $4.34M 0.96% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 86,280 $4.34M 0.1% +3,657 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,092 $4.33M 0.06% +13,295 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 86,033 $4.33M 0.96% -10,643 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 86,015 $4.33M 1.96% +3,723 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 85,142 $4.28M 1.2% +2,537 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 85,077 $4.28M 0.23% +18,167 13F-HR Timeline Group Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 84,934 $4.27M 1.96% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 84,688 $4.26M 0.15% +4,451 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 84,504 $4.25M 1.73% -8,346 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 83,635 $4.21M 0.29% +4,968 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 83,372 $4.19M 0.08% +7,200 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 82,741 $4.16M 0.97% +6,019 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 81,691 $4.11M 0.31% +202 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 81,656 $4.11M 0.01% +4,526 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 81,608 $4.1M 1.48% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 81,556 $4.1M 0.06% +13,991 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 81,401 $4.09M 0.07% +16,562 13F-HR/A Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 80,781 $4.09M 1.37% +5,106 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 80,765 $4.06M 0.01% +7,288 13F-HR Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 80,732 $4.06M 1.1% +2,864 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 80,667 $4.06M 1.09% -1,815 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 80,294 $4.04M 1.03% +285 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 80,253 $4.04M 0.58% +1,479 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 79,753 $4.01M 1.24% +349 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 79,508 $4M 0.18% +1,603 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 79,424 $3.99M 1.49% -11,998 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 79,265 $3.99M 2.36% +886 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 79,200 $3.98M 0.07% +17,438 13F-HR/A Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 78,725 $3.96M 0.37% -16,200 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 78,588 $3.95M 1.62% +25,600 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 78,492 $3.95M 2% +3,887 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 78,274 $3.94M 1.19% +9,925 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 78,202 $3.93M 1.97% +5,529 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 77,693 $3.91M 0.52% -502 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 76,026 $3.82M 0.11% +8,199 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 75,929 $3.82M 0.04% +761 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 75,599 $3.8M 1.56% -1,791 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 75,537 $3.8M 0.53% -1,599 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 75,257 $3.78M 0.13% +28,655 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 74,801 $3.77M 0.15% +7,996 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 74,472 $3.75M 1.13% +12,285 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 74,097 $3.73M 1.12% +9,473 13F-HR Timeline MONEYWISE, INC. 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More: the full row for Per Stirling Capital Management, LLC. 73,013 $3.67M 0.41% -8,142 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 72,233 $3.63M 0.19% +4,465 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 71,772 $3.61M 0.41% -407 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 71,529 $3.6M 0.07% +4,955 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 71,361 $3.59M 0.08% +30,068 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 71,163 $3.58M 0.07% +39,209 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 70,909 $3.57M 2.58% +5,063 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 69,689 $3.5M 0.8% -5,996 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 69,451 $3.49M 0.15% +2,658 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 69,081 $3.47M 1.64% +1,990 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 69,029 $3.47M 0.06% +60,248 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 68,809 $3.46M 0.22% +2,807 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 68,585 $3.45M 0.32% +257 13F-HR Timeline