LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 53,880 $16.4M 2.59% -67 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 53,650 $16.3M 3.52% -1,362 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 53,527 $16.3M 1.12% +72 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 53,218 $16.2M 7.97% +5,285 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 53,009 $16.1M 11.24% +618 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 52,993 $16.1M 0.79% -224 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 52,652 $16M 2.37% +35 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 52,550 $16M 2.18% -8,597 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 52,549 $16M 0.34% +1,497 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 52,042 $15.9M 2.92% -951 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 52,259 $15.9M 0.45% -4,091 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 51,563 $15.7M 5.51% +1,086 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 51,402 $15.6M 2.72% -700 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 51,338 $15.6M 5.88% -4,664 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 51,223 $15.6M 3.04% +659 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 50,931 $15.5M 0.05% -2,394 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 50,663 $15.4M 1.85% -4,270 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 50,610 $15.4M 0.03% +13,502 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50,345 $15.3M 0.97% -120 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 50,330 $15.3M 0.28% new 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 50,326 $15.3M 5.65% +5,690 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 50,289 $15.3M 0.45% +28,318 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 50,284 $15.3M 3.75% +559 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 50,252 $15.3M 14.38% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 50,080 $15.2M 3.83% +845 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 50,024 $15.2M 1.06% -11,395 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 49,950 $15.2M 2.08% -1,251 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 49,855 $15.2M 3.93% -260 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 48,049 $15.1M 0.57% -3,002 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 49,539 $15.1M 0.36% -1,488 13F-HR Timeline Warwick Investment Management, Inc. 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More: the full row for CONNING INC. 49,266 $15M 0.51% 0 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 49,049 $14.9M 4.4% -1,180 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 48,835 $14.8M -41,539 Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 48,761 $14.8M 8.33% -3,179 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 48,671 $14.8M 0.49% +1,165 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 48,534 $14.8M 0.56% -6,957 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 48,462 $14.7M 0.67% +1,158 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. 48,425 $14.7M 0.13% +10,825 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 48,170 $14.6M 8.13% +2,268 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 48,070 $14.6M 2.62% +8,155 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 47,905 $14.6M 12.26% 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 47,154 $14.3M 10.62% +961 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 47,067 $14.3M 4.73% +361 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 46,769 $14.2M 0.61% +5,002 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 46,550 $14.1M 12.21% -49 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 46,249 $14.1M 0.77% -507 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 46,232 $14.1M 4.65% -15,734 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 46,094 $14M 6.82% +1,352 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 45,900 $14M 0.06% -4,913 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 45,669 $13.9M 0.1% +22,420 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,659 $13.9M 0.18% +1,227 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 45,626 $13.9M 2.42% +741 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 45,624 $13.9M 8.88% +2,340 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 45,594 $13.9M 0.1% +5,303 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 45,416 $13.8M 0.22% +4,770 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 45,351 $13.8M 4.23% +6,848 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 45,243 $13.8M 2.93% -3,190 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 45,115 $13.7M 0.4% +7,226 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 45,104 $13.7M 1.22% -2,288 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 45,052 $13.7M 1.3% +2,860 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 45,014 $13.7M 0.81% +731 13F-HR Timeline CHILTON INVESTMENT CO INC. 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Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 42,557 $12.9M 7.92% +240 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 42,499 $12.9M 1.65% -11 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 42,239 $12.9M 0.29% -1,976 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 42,090 $12.8M 10.03% +6,484 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 41,874 $12.7M 0.37% -5,822 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 41,851 $12.7M 0.2% +13,036 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 41,508 $12.6M 8.49% +735 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 41,491 $12.6M 3.12% -1,637 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 41,488 $12.6M 4.62% -1,828 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 41,326 $12.6M 1.22% -369 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 41,188 $12.5M 6.88% -400 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 41,002 $12.5M 11.2% -6,734 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 40,995 $12.5M 0.52% +15,469 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 40,956 $12.4M 5.67% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 40,855 $12.4M 0.78% +10,350 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 40,804 $12.4M 7.23% -2,368 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 40,800 $12.4M 5.82% +2,000 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 40,614 $12.3M 0.75% +9,927 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 40,551 $12.3M 7.71% -1,626 13F-HR/A Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 39,776 $12.1M 1.86% -578 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 39,659 $12.1M 9.93% +601 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 39,626 $12M -112 Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,509 $12M 4.36% +108 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 39,466 $12M 0.41% -348 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 39,391 $12M 1.24% -4,887 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 39,366 $12M 7.72% +5,285 13F-HR Timeline Cambridge Advisors Inc. 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More: the full row for Compound Planning, Inc. 36,242 $11M 0.42% +11,154 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,225 $11M 0.73% -88 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 36,208 $11M 8.1% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 36,195 $11M 2.97% +610 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 36,186 $11M 0.64% +2,177 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 36,169 $11M 2.03% +34 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 36,161 $11M 1.77% -18,237 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36,077 $11M 1.83% +6,119 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 35,988 $10.9M 3.25% -134 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 35,877 $10.9M 1.21% -918 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 35,866 $10.9M 0.25% -400 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 35,733 $10.9M 4.34% +709 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 35,731 $10.9M 1.24% +6,472 13F-HR Timeline Group Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 35,647 $10.8M 6.88% +201 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 35,593 $10.8M 0.71% +13,799 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35,577 $10.8M 3.13% +23,644 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,552 $10.8M 9.58% +14 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 35,306 $10.8M 4.1% +2,858 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 35,399 $10.8M 0.59% -2,307 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 35,381 $10.8M 0.58% -513 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 34,938 $10.7M 5.72% +1,259 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 35,119 $10.7M 0.08% -814 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 35,092 $10.7M 1.62% +315 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 35,002 $10.6M 3.26% -949 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 34,918 $10.6M 1.37% +26 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 34,918 $10.6M 5.09% +2,868 13F-HR Timeline TRUST POINT INC. 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