Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 91,303 $4.62M 0.91% +17,132 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 91,300 $4.62M 0.12% +26,462 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 92,234 $4.62M 2.98% +1,586 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 90,392 $4.58M 0.59% -3,252 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 89,432 $4.53M 1.27% +22,882 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 87,502 $4.43M 0.14% -8,318 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 87,264 $4.42M 2.62% +614 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 86,613 $4.39M 2.77% -36,078 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86,507 $4.38M 0.07% +26,686 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 86,078 $4.36M 0.28% +65,413 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 85,549 $4.33M 0.31% -389 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 85,015 $4.3M -13,699 Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 84,383 $4.27M 1.39% +6,319 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 83,353 $4.22M 2.88% -1,365 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 82,608 $4.18M 0.13% +898 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 82,592 $4.18M 1.62% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 82,592 $4.18M 1.62% -49,353 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 82,976 $4.17M 1.42% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 82,026 $4.15M 0.64% -413,231 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 81,873 $4.15M 0.02% +7,470 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 81,321 $4.12M 2.9% +739 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 80,436 $4.07M 2.88% +759 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 79,595 $4.03M 0.29% +3,042 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 78,827 $3.99M 1.3% +7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 78,476 $3.97M 1.33% +8,546 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 77,947 $3.95M 0.35% -1,332 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 77,371 $3.92M 1.4% +8,421 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 76,128 $3.81M 1.6% +17,003 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 74,993 $3.8M 0.41% +12,177 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 74,332 $3.76M 0.71% -641 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 73,974 $3.75M <0.01% +2,836 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 72,968 $3.69M 0.96% -2,921 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 72,256 $3.66M 0.1% +44,865 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 72,112 $3.65M 0.11% +1,829 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 72,335 $3.62M 0.6% +4,626 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 70,753 $3.58M 0.03% -25,144 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70,185 $3.55M 0.98% +541 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 69,689 $3.53M 0.01% -477 13F-HR Timeline Group SFM, LLC More: the full row for SFM, LLC 69,228 $3.51M 2.04% -377 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 67,659 $3.43M 0.07% -2,533 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 65,564 $3.32M 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,912 $3.3M 0.09% +6,091 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 65,138 $3.3M 0.01% +4,079 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 64,145 $3.25M 2.21% +45,594 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 64,714 $3.24M 1.12% +28,155 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 63,423 $3.21M 0.74% +31,830 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 63,245 $3.2M -3,069 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 62,897 $3.18M 0.43% +7,654 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 62,856 $3.18M 2.39% +1,167 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 62,662 $3.17M 0.13% +43,875 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 62,454 $3.16M 0.12% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 62,193 $3.15M 0.63% +5,212 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 61,563 $3.12M <0.01% -804,635 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 61,439 $3.11M 0.77% -83,680 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 60,899 $3.08M 0.13% +500 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 60,693 $3.07M 0.59% +1,386 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 60,602 $3.07M 0.58% +11,342 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 60,394 $3.06M 0.03% -2,624 13F-HR/A Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 60,959 $3.06M 2.46% -1,000 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,985 $3.04M 0.14% +4,294 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 60,040 $3M 0.08% -24,997 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 59,277 $3M 0.44% +798 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 59,131 $2.99M 0.39% +7,144 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 58,289 $2.95M 0.58% -10,471 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 58,234 $2.95M 2.17% +3,141 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 57,909 $2.93M 1.11% -72,046 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 57,627 $2.92M 0.7% -852 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 57,591 $2.92M 0.94% +3,642 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 57,566 $2.91M 0.04% -1,703 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 57,138 $2.89M <0.01% -5,115 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 56,866 $2.88M 0.71% -72,474 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 56,742 $2.87M 1.8% +2,837 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 56,216 $2.85M 0.65% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 56,197 $2.85M 0.3% -1,713 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 56,107 $2.84M 0.02% +387 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 55,758 $2.82M 1.58% +2,987 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 55,293 $2.8M 0.08% -1,492 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 55,193 $2.79M 0.05% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 54,353 $2.75M 0.03% -15,159 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 54,257 $2.75M 0.87% +219 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 53,958 $2.73M 0.93% +2,526 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,826 $2.73M 0.14% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 53,780 $2.72M 0.57% +456 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 53,667 $2.72M 0.46% +2,252 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 53,438 $2.71M 0.06% -5,052 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 53,409 $2.7M 2.07% +51,848 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 53,395 $2.7M 2.15% +20,075 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 52,931 $2.68M 2.02% +7,666 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 52,744 $2.67M 0.09% -51,410 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52,742 $2.67M 0.06% +2,788 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 52,578 $2.66M 0.95% +35 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 52,424 $2.65M 0.08% +1,224 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 52,385 $2.65M 0.03% +7,663 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 52,002 $2.63M 0.3% -2,145 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 51,649 $2.61M 0.1% -5,865 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 51,579 $2.61M 1.17% +3,602 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 51,566 $2.61M 0.64% +730 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 50,600 $2.56M 0.07% -5,700 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 50,196 $2.54M 0.46% +646 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 49,977 $2.53M 0.24% +21 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 49,923 $2.53M 0.37% +5,070 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 49,212 $2.49M 0.15% +732 13F-HR Timeline Group FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 49,106 $2.49M 1.56% +1,359 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 49,077 $2.48M 0.28% -598 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48,679 $2.46M 0.44% -7,095 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 48,677 $2.46M 0.78% +4,122 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 48,425 $2.45M 1.48% +3,370 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 48,100 $2.44M 1.91% 0 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 48,002 $2.43M 2.13% -1,029 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 47,927 $2.43M 1.68% -1,158 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 47,786 $2.42M 0.02% -4,010 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 47,461 $2.4M 0.81% +15,346 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 47,244 $2.39M <0.01% +11,837 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,208 $2.39M 0.02% -494 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 47,152 $2.39M 0.25% +1,430 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 46,632 $2.36M 0.14% 0 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 46,451 $2.35M 1.82% +3,634 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 46,232 $2.34M 0.74% +2,247 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 46,166 $2.34M 0.3% -3,747 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 45,065 $2.28M 0.11% -3,884 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 45,030 $2.28M <0.01% +2,753 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 44,918 $2.27M 0.05% +430 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,042 $2.25M -10,621 Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 44,307 $2.24M 0.41% -2,364 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 44,119 $2.23M 1.01% +544 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 43,959 $2.23M 0.15% -5,772 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 43,945 $2.22M 1.63% +2,389 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 43,890 $2.22M 0.58% -406 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 42,895 $2.17M 0.63% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 42,776 $2.17M 0.59% -1,672 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 42,626 $2.16M 0.49% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 42,346 $2.14M 0.18% +2,683 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 42,139 $2.13M 1.45% -124 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 42,067 $2.13M 0.74% +3,813 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 41,852 $2.12M 0.44% +3,205 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 41,501 $2.1M 1.24% -20,424 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 41,318 $2.09M 0.06% -5,533 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 41,270 $2.09M 0.05% -44,524 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,189 $2.08M 0.02% +1,250 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 39,947 $2.02M 0.29% +3,390 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 39,643 $2.01M 0.07% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 39,479 $2M 1.45% +334 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 38,897 $1.97M 0.32% -3,240 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 38,852 $1.97M 0.56% +2,825 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 38,577 $1.95M 0.78% -4,120 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 38,476 $1.95M 0.55% +117 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 38,414 $1.94M 0.47% -71,606 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 38,608 $1.94M 0.16% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 37,914 $1.92M 1.95% 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 37,853 $1.92M 0.63% -2,353 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 37,601 $1.9M 0.06% +11,651 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 37,425 $1.89M 0.08% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 37,051 $1.88M 0.68% -1,284 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,963 $1.87M <0.01% -3,995 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,894 $1.87M 0.08% -19,283 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 36,327 $1.84M 0.02% new 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 34,800 $1.83M 1.14% -155,316 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 35,825 $1.81M 0.96% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,746 $1.81M <0.01% -2,424 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 35,601 $1.8M 0.97% +300 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,556 $1.8M 0.01% +472 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 35,060 $1.78M 0.06% -370 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 34,697 $1.76M 0.2% -205 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,614 $1.75M 0.48% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 34,539 $1.75M 0.26% +1,074 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 33,459 $1.67M 0.89% -4,819 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 32,741 $1.66M 0.71% +15,651 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 32,466 $1.64M 0.14% +4,490 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 32,440 $1.64M 0.95% +4,061 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,326 $1.64M 0.02% -14,522 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 32,278 $1.63M -868 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,240 $1.63M 0.07% +1,325 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 31,864 $1.61M 0.71% 0 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 31,475 $1.59M 0.09% +2,470 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 31,351 $1.59M 1.19% +3,916 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 31,216 $1.58M 0.5% -5,002 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 31,157 $1.58M 0.52% -22,728 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 31,145 $1.58M 0.37% +800 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,743 $1.56M 0.14% +11,588 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 30,442 $1.54M 0.02% -3,026 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 30,409 $1.54M 0.6% +193 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 30,323 $1.54M 1.33% +917 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 30,251 $1.53M 0.41% -1,390 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 30,068 $1.52M 0.2% +3,518 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 29,562 $1.5M 0.01% -1,693 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 29,290 $1.48M 0.55% +552 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,243 $1.48M 0.1% +7 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 28,808 $1.46M 0.23% -1,311 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 28,596 $1.45M 0.02% +816 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 28,362 $1.44M 0.17% -410 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 27,963 $1.42M 0.34% +724 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,119 $1.37M 0.07% -1,001 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 26,670 $1.35M 0.1% +12,037 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 26,461 $1.34M 1.07% +94 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,407 $1.34M 0.14% +697 13F-HR Timeline Pekin Hardy Strauss, Inc. 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