Breakwater Investment Management More: the full row for Breakwater Investment Management 112,814 $41.7M 14.21% -4,672 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 111,306 $41.2M 4.42% +7,524 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 111,124 $41.1M 8.3% +895 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 111,109 $41.1M 5.16% +5,523 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 110,105 $41M 23.32% +4,693 13F-HR Timeline Telos Capital Management, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 95,918 $35.5M 3.58% +2,165 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 95,475 $35.3M 23.61% -421 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 109,535 $35.1M 1.43% +74,235 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 94,520 $35M 1.98% -2,063 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 91,793 $34.8M 0.68% -119 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 93,880 $34.7M 0.05% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 93,371 $34.6M 2.16% +1,879 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 93,215 $34.5M 5.5% +4,094 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Peak Financial Management, Inc. 91,750 $34M 7.8% -777 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 90,866 $33.6M 1.13% -30,712 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 90,206 $33.4M 20.17% +35 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 89,671 $33.2M 0.63% +2,187 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 88,706 $32.8M 2.38% -15,481 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 88,400 $32.7M 5.91% +19,500 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 97,232 $32.6M 0.54% -2,983 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 87,989 $32.6M 5.6% +1,745 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 87,864 $32.5M 2.75% +147 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 87,825 $32.5M 3.23% -12,824 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. 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Empirical Wealth Management 86,300 $31.9M 0.47% +9,073 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 85,605 $31.7M 4.04% -111 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 85,474 $31.6M 2.76% +18,221 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 85,269 $31.6M 1.56% +374 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 85,151 $31.5M 12.95% +1,431 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 84,909 $31.4M 11.32% +2,313 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 84,658 $31.3M 10.75% -48 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84,645 $31.3M 7.78% +62 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 84,581 $31.3M 7.69% -1,827 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 84,052 $31.1M 25.47% -1,834 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 83,642 $31M 0.45% +3,948 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 83,017 $30.7M 14.23% +80,159 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 82,664 $30.6M 5.09% +1,502 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. 82,483 $30.5M 0.48% -1,165 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 82,386 $30.5M 1.39% +1,040 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 82,317 $30.5M 0.85% +567 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 80,845 $29.9M 13.33% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 80,749 $29.9M 19.72% -5,712 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 80,736 $29.9M 0.78% +11,979 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 80,624 $29.8M 5.56% +2,598 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 80,375 $29.7M 4.17% -2,740 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 80,337 $29.7M 17.48% +2,910 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 79,214 $29.3M 1.81% -205 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 79,090 $29.3M 0.46% +2,194 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 78,259 $29M 9.78% +1,397 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 77,998 $28.9M 0.42% -3,048 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 77,929 $28.8M 7.12% -2,105 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 77,814 $28.8M 2.78% -1,968 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 77,507 $28.7M 0.75% +565 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 77,158 $28.6M 13.69% -914 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 76,368 $28.3M 0.28% -16,042 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 76,318 $28.2M 3.73% -3,215 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 77,290 $28.2M 5.31% +416 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 75,753 $28M 2.42% +2,831 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 75,720 $28M 0.71% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 75,624 $28M 4.8% +12,458 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 75,620 $28M 19.86% +3,046 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 75,618 $28M 0.37% -1,961 13F-HR/A Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 75,484 $27.9M 8.6% +1,376 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 75,191 $27.8M 0.53% +1,765 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 74,989 $27.7M 10.35% -3,157 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 74,953 $27.7M 13.66% +5,103 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 74,911 $27.7M <0.01% -18,576 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 74,857 $27.7M 15.21% -868 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 74,797 $27.7M 16.07% -13,208 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 74,775 $27.7M 9.93% +3,933 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 74,719 $27.6M 12.7% +2,313 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 74,694 $27.6M 20.73% -2,196 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 74,680 $27.6M 17.05% +7,939 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 74,351 $27.5M 15.27% -1,120 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74,214 $27.5M 0.56% +2,182 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 73,837 $27.3M 0.08% -38,567 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 73,303 $27.1M 1.1% -986 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 71,573 $26.5M 3.01% +1,156 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 71,328 $26.4M 0.24% +48,506 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 71,159 $26.3M 14.77% -131 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 70,785 $26.2M 9.49% +1,439 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 70,775 $26.2M 17.93% -1,010 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 70,742 $26.2M 20.57% -7,606 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 70,601 $26.1M 0.43% +5,267 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 70,599 $26.1M 7.38% +4,255 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 70,563 $26.1M 3.76% +144 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 70,334 $26M 14.72% +4,067 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 70,286 $26M 1.61% -82 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 70,636 $26M 5.42% +35 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 69,979 $25.9M 0.19% +1,977 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 69,840 $25.8M 1.21% -132 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 69,804 $25.8M 2.83% +41,241 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 69,767 $25.8M 0.5% +2,015 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 69,521 $25.7M 6.34% +18,990 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 69,441 $25.7M 5.17% +1,742 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 69,355 $25.7M 1.25% +1,166 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 68,900 $25.5M 12.6% +27,500 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 68,670 $25.4M 0.73% -12,001 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 68,570 $25.4M 2.94% +430 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 68,433 $25.3M 0.64% +11,288 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 68,204 $25.2M 6.81% -150 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 67,876 $25.1M 2.89% +2,552 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 67,795 $25.1M 0.12% +4,681 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 67,715 $25.1M 0.88% -283 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 66,260 $24.5M 0.8% +432 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 65,721 $24.3M 5.14% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 65,645 $24.3M 0.22% -125 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 65,597 $24.3M 8.7% -2,148 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 297,349 $24.2M 1.16% +87,022 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 65,156 $24.1M 18.94% +2,043 13F-HR Timeline CX Institutional More: the full row for CX Institutional 64,827 $24M 0.69% +21,820 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 64,782 $24M 0.26% +38 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 64,390 $23.8M 0.51% +3,247 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 64,147 $23.7M 0.04% +887 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 63,670 $23.6M 3% +3,422 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 63,547 $23.5M 4.83% +90 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 63,163 $23.4M 11% -13 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 62,990 $23.3M 5.54% +15 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 62,924 $23.3M 0.94% -2,128 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,906 $23.3M 2.62% +193 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 62,791 $23.2M 0.33% +7,569 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 62,271 $23M 1.37% -1,655 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 62,250 $23M 6.38% -9,044 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 61,835 $22.9M 2.72% +8,588 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 61,708 $22.8M 9.48% -328 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 61,345 $22.8M 0.92% +4,379 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 61,476 $22.7M 0.31% -768 13F-HR/A Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 61,419 $22.7M 8.8% -20 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,889 $22.5M 0.62% -1 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 60,866 $22.5M 12.41% -1,472 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60,685 $22.5M 2.03% +20,031 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 60,449 $22.4M 0.59% +14,517 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 60,411 $22.4M 12.44% -4,098 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 60,342 $22.3M 9.66% +1,550 13F-HR Timeline Axos Invest Inc. 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