LPWM LLC More: the full row for LPWM LLC 63,677 $3.12M 0.91% +47,996 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 63,475 $3.11M 1.39% -19,121 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 63,214 $3.1M 0.22% -11,782 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 62,993 $3.09M 0.13% -1,942 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 62,933 $3.09M 1.03% +539 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 62,932 $3.09M 1.23% -27,389 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 62,814 $3.07M 0.14% -6,194 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 62,427 $3.06M 0.14% +1,580 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 61,608 $3.02M 0.27% -45,969 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 61,434 $3.01M 0.29% -25,722 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 61,110 $3M 0.12% +1,989 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 60,280 $2.96M 1.18% +1,100 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 59,906 $2.94M 0.08% -4,016 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 59,885 $2.94M 1.51% +10,395 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 59,773 $2.93M 0.06% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 59,456 $2.92M 0.65% -6,001 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 59,897 $2.91M 2.73% +20,244 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 59,314 $2.91M 0.01% +30,833 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 59,289 $2.91M 0.38% -1,186 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 59,135 $2.9M 1.78% +13,779 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 59,135 $2.9M 0.11% +4,305 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 59,120 $2.9M 0.39% +5,349 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 59,062 $2.9M 0.07% -1,675 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 58,604 $2.87M 0.1% -46 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 58,546 $2.87M 1.04% -229 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 58,300 $2.86M 2.69% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 58,115 $2.85M 0.43% -3,800 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 57,538 $2.82M 0.14% -2,551 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 57,395 $2.81M 0.23% +973 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 57,211 $2.81M 1.78% +4,269 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 56,892 $2.79M 0.52% +995 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 56,685 $2.78M 0.92% -7,664 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 56,563 $2.77M 0.2% -3,504 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 56,270 $2.76M 0.13% +4,385 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 56,146 $2.75M 0.09% +1,656 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 56,097 $2.75M 0.08% -24,147 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 55,820 $2.74M 0.79% -8,444 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 55,674 $2.73M 0.18% -7,649 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 55,834 $2.72M 1.03% -304 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 55,360 $2.71M 1.52% -135,191 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 55,052 $2.7M 0.48% +7,493 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 55,037 $2.7M 0.42% +18,070 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 55,025 $2.7M 1.26% +159 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 54,775 $2.69M 0.09% +26,613 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 54,532 $2.67M 1.36% +25,408 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 54,380 $2.67M +102 Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 54,320 $2.66M 0.22% -3,278 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 53,861 $2.64M 1.51% +9,930 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 53,806 $2.64M 0.37% +48,077 13F-HR Timeline Cannon Financial Strategists, Inc. 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WEALTH MANAGEMENT LLC 47,223 $2.32M 0.03% -2,218 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 46,240 $2.27M 0.58% -10,385 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 45,802 $2.25M 0.25% +38,441 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,638 $2.24M 0.01% -210,953 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 45,589 $2.24M 0.06% +20,408 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45,537 $2.23M 0.06% +5,304 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 45,487 $2.23M 1.69% +4,767 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 45,463 $2.23M 1.06% -48,400 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 45,448 $2.23M 0.7% -8,352 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 45,396 $2.23M 0.09% -830 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 45,526 $2.22M 0.12% +12,838 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 45,137 $2.21M 0.04% -35,326 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 45,077 $2.21M 1.47% +35,784 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 44,000 $2.16M 0.11% -89,800 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 43,916 $2.15M 0.62% +496 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 43,926 $2.14M 0.45% -4,584 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 43,680 $2.14M 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 43,639 $2.14M 0.35% +25,452 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 43,517 $2.13M 0.69% +456 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 43,191 $2.12M 0.13% -1,235 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 43,007 $2.11M 0.89% +3,486 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 42,917 $2.1M 0.14% -7,912 13F-HR/A Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 42,808 $2.1M 0.14% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 42,457 $2.08M 0.5% +23,692 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42,312 $2.07M 0.58% +6,921 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 42,096 $2.06M 0.09% +3,037 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 41,724 $2.05M 0.02% -12,500 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 40,970 $2.01M 0.31% +28 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 40,896 $2.01M 0.06% +26,228 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 40,867 $2M 0.05% +908 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 40,573 $1.99M 0.97% -15,121 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 40,546 $1.99M 1.53% +1,872 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 40,483 $1.98M 0.3% +810 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 40,249 $1.97M 0.14% +1,406 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 40,232 $1.97M 0.11% +896 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 40,154 $1.97M 0.51% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 39,858 $1.95M 0.86% -2,985 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 39,600 $1.94M 1.51% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 39,398 $1.93M 0.01% -4,421 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 39,301 $1.93M 0.05% +1,898 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 39,281 $1.93M 0.62% +2,102 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 39,268 $1.93M <0.01% -35,993 13F-HR/A Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 39,250 $1.92M 0.23% +2,369 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 39,231 $1.92M 0.03% -9,519 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 39,140 $1.92M 0.08% +1,500 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 38,947 $1.91M 1.03% -590 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 38,938 $1.91M 0.57% +27,067 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 38,925 $1.91M 1.16% +1,310 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 38,860 $1.91M 0.33% +20,001 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 38,850 $1.9M 0.03% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 38,808 $1.9M 0.16% +250 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 38,348 $1.88M 0.46% -2,287 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 38,286 $1.88M 0.92% +23,128 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 38,023 $1.86M 0.92% -2,058 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 37,903 $1.86M 0.39% -1,891 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 37,673 $1.85M 1.17% +860 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 0 $1.84M 0.04% -37,500 13F-HR Timeline Amount filed as zero, left out of ratios. Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 37,192 $1.82M 0.79% -2,610 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 37,080 $1.82M 1.71% -1,029 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 36,909 $1.81M 1.7% 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 36,745 $1.8M 1.22% +4,085 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 36,517 $1.79M 0.13% +2,409 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 36,500 $1.79M 0.27% +3,800 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 36,221 $1.78M 1.46% -1,546 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 36,126 $1.77M 0.52% -161 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,989 $1.76M 0.07% +11,354 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 35,763 $1.75M 0.01% -45,057 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 35,592 $1.75M 0.53% -1,359 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 35,458 $1.74M 0.06% -1,193 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 34,996 $1.72M 0.05% -926 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 34,873 $1.71M 0.31% +3,774 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 34,842 $1.71M 0.5% +434 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 34,660 $1.7M 0.2% -1,698 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 34,648 $1.7M 0.34% -1,045 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 34,770 $1.69M 0.81% -482 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34,102 $1.67M 0.01% +32,277 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 34,071 $1.67M 0.82% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 34,091 $1.67M 0.74% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 33,737 $1.65M 0.25% -3,146 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 33,674 $1.65M 0.19% -2,422 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 33,356 $1.64M 0.03% +2,523 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 33,096 $1.62M 0.59% -8,733 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 33,018 $1.62M 0.43% +6,089 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 32,947 $1.62M 0.18% -2,578 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 32,936 $1.61M 0.01% +15,376 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 32,849 $1.61M 0.39% -281,828 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 32,372 $1.59M 0.58% +5,193 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 32,300 $1.58M 0.06% +7,180 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 32,206 $1.58M 0.2% +2,053 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 32,142 $1.58M 0.5% +2,212 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 32,058 $1.57M 0.07% +13,156 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 31,957 $1.57M 0.46% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 31,835 $1.56M 0.57% -19,825 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 31,782 $1.56M 0.3% -5,000 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 31,753 $1.56M 0.27% +6,434 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 31,843 $1.56M 0.56% +18,893 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 31,790 $1.55M 0.32% -304 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 31,100 $1.52M 0.17% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 31,039 $1.52M 0.04% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 30,901 $1.52M 0.06% -15,276 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 30,557 $1.5M 1.19% +1,870 13F-HR Timeline FIRST MANHATTAN CO. 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