Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 116,867 $5.78M 0.12% new 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 116,819 $5.78M 0.3% +4,210 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 116,022 $5.74M +31,007 Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 115,356 $5.71M 1.82% -4,145 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 114,792 $5.68M 3.99% -9,627 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 114,778 $5.68M 0.47% -3,510 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 114,277 $5.65M 2.72% +4,847 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 113,441 $5.61M 0.03% +8,238 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 111,584 $5.52M 1.88% +12,614 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 109,031 $5.39M 0.18% +9,612 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 106,656 $5.28M 1% +15,353 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 104,480 $5.17M 3.11% +12,246 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 104,296 $5.16M 0.47% +7,553 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 101,721 $5.03M 0.32% +2,167 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 101,407 $5.02M 5.48% 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 100,743 $4.98M 0.43% +22,796 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 99,304 $4.91M 3.05% +101 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 99,106 $4.9M 3.87% -2,616 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 97,902 $4.84M 0.8% -8,234 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 97,007 $4.8M 0.85% +1,655 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 96,853 $4.79M 0.82% +5,237 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 95,845 $4.75M 0.54% -16,627 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 93,240 $4.61M 0.03% -18,096 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 92,523 $4.58M 0.05% -1,811 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 91,772 $4.54M 3.24% +38,363 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 90,582 $4.48M 0.43% 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 90,564 $4.48M 2.62% +3,300 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 90,473 $4.47M 0.26% +15,480 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 89,722 $4.44M 1.34% +5,339 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 89,491 $4.43M 0.11% -1,809 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 86,101 $4.26M 1.64% +9,973 13F-HR/A Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 85,530 $4.23M 0.29% -19 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 85,416 $4.22M 1.43% +8,045 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 84,189 $4.16M 0.81% -13,102 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 83,912 $4.15M 2.84% +2,591 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 81,721 $4.13M 0.02% -152 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 83,092 $4.11M 1.01% +10,124 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 82,575 $4.08M 3.89% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 81,710 $4.04M 0.12% -898 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 80,731 $3.99M 2.74% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 80,120 $3.96M 1.24% +1,644 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 79,850 $3.95M 0.01% -14,000 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 78,774 $3.9M 1.22% -53 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 77,454 $3.83M 0.02% +41,898 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 77,262 $3.82M 0.6% +4,927 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 76,258 $3.77M 2.57% -7,095 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 75,696 $3.74M 0.5% -14,696 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 75,612 $3.74M 0.07% +7,953 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 75,444 $3.73M 0.67% +1,112 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 74,956 $3.71M 0.25% -4,639 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 74,472 $3.68M <0.01% +498 13F-HR Timeline Group SFM, LLC More: the full row for SFM, LLC 72,981 $3.61M 2.12% +3,753 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 72,820 $3.6M 0.34% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 71,201 $3.52M 0.06% +17,763 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 70,978 $3.51M 0.01% +50,092 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70,836 $3.5M 0.94% +651 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 70,671 $3.5M 0.01% +982 13F-HR Timeline Group K2 Financial Inc. More: the full row for K2 Financial Inc. 69,617 $3.45M 2.66% +8,658 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 69,499 $3.44M 0.14% +8,600 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 69,237 $3.43M 0.08% +3,325 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 69,164 $3.42M <0.01% +21,920 13F-HR Timeline Group Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 68,754 $3.4M 3.82% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 68,119 $3.37M 0.57% -13,907 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 67,346 $3.33M 0.15% +7,361 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 67,256 $3.33M 0.01% +2,118 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 67,236 $3.33M 2.29% -13,200 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 66,993 $3.31M 0.01% +57,418 13F-HR/A Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 66,790 $3.3M 2.23% +3,934 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66,505 $3.29M 0.07% +13,763 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 65,564 $3.24M 0.07% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 65,293 $3.23M 2.2% +1,148 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 65,253 $3.23M 0.1% -6,859 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 64,782 $3.2M 3.04% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 64,298 $3.18M 0.63% +2,105 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 64,099 $3.17M 0.14% +1,437 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 62,769 $3.1M 0.59% +2,076 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 62,394 $3.09M 0.02% +2,000 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 61,803 $3.06M 0.03% -8,950 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 61,721 $3.05M 0.57% +1,119 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 61,656 $3.05M 0.84% +7,399 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 61,087 $3.02M 0.93% +3,496 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 61,049 $3.02M 2.85% 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 60,010 $2.97M 1.52% +4,252 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 59,842 $2.96M 0.08% -198 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 59,450 $2.94M 3.01% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 59,372 $2.94M 1.09% +1,463 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 59,249 $2.93M 1.73% +2,507 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 59,000 $2.92M 1.86% -27,613 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 58,388 $2.89M 0.41% +8,465 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 58,286 $2.88M 0.17% -27,792 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 57,395 $2.84M 2.04% +4,464 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 56,975 $2.82M 0.62% +759 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 55,988 $2.77M 0.98% +3,410 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 55,906 $2.77M 0.46% +2,239 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 55,889 $2.76M <0.01% -1,249 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 55,487 $2.74M 0.08% +194 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 55,261 $2.73M 0.52% +1,481 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 55,139 $2.73M 0.08% +2,715 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 55,016 $2.72M 0.28% -1,181 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 54,874 $2.71M 0.04% -2,692 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 54,655 $2.7M 0.03% +302 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,826 $2.66M 0.14% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 53,462 $2.64M 0.59% -9,961 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 53,211 $2.63M 0.03% +826 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 53,132 $2.63M 1.54% +4,707 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 53,060 $2.62M 2.6% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 52,931 $2.62M -10,314 Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 52,559 $2.6M 0.48% -5,730 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 52,476 $2.6M 0.64% +910 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 51,904 $2.57M 0.15% +2,692 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 51,766 $2.56M 0.39% +3,087 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 51,729 $2.56M 0.03% +3,943 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 51,412 $2.54M 1.04% -167 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 51,348 $2.54M 0.02% +4,140 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 50,818 $2.51M 0.76% +4,586 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 50,658 $2.51M 0.77% +1,981 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 50,425 $2.49M 0.1% +13,000 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 50,259 $2.49M 0.23% +282 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 49,832 $2.46M 0.76% +2,371 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 49,778 $2.46M 0.25% +2,626 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 48,927 $2.42M 2.1% 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 48,731 $2.41M 1.81% +2,280 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 48,597 $2.4M 0.09% -3,052 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 48,414 $2.39M 0.54% -9,213 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 48,100 $2.38M 3.31% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 47,858 $2.37M <0.01% +2,828 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 47,824 $2.37M 0.07% +10,223 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 47,599 $2.35M 2.01% -403 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 47,563 $2.35M 1.64% -10,671 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 46,924 $2.32M 0.56% -9,942 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 46,844 $2.32M 0.4% -3,352 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 46,632 $2.31M 0.12% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 45,847 $2.27M 0.18% +3,501 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 45,575 $2.25M 0.3% -591 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 45,560 $2.25M 0.45% +3,708 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 45,504 $2.25M 2.24% 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 45,470 $2.25M 1.6% +1,525 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 45,422 $2.25M 0.58% +1,532 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 45,207 $2.24M 0.17% +1,248 13F-HR Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 45,058 $2.23M 0.04% +140 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 44,950 $2.22M 1.92% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 44,116 $2.18M 1.49% +4,637 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 43,647 $2.16M 0.98% -472 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 43,594 $2.16M 0.6% +699 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 43,464 $2.15M 1.48% +12,113 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 43,298 $2.14M 0.23% -5,779 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 43,237 $2.14M <0.01% +7,491 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 43,231 $2.14M 0.56% +455 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 43,217 $2.14M 0.2% -15,914 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 42,451 $2.1M 0.06% -8,149 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 42,135 $2.08M 1.41% -4 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 42,104 $2.08M 0.04% +834 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 42,043 $2.08M 1.43% -5,884 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 41,603 $2.06M 0.74% -464 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 41,350 $2.05M 0.06% +32 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,247 $2.04M 0.02% +58 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 41,227 $2.04M 0.87% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 40,917 $2.02M 0.02% 13F-HR/A Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 40,537 $2M 0.04% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 40,194 $1.99M 0.55% 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 39,846 $1.97M 2.27% 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 39,748 $1.97M 0.55% +896 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 39,643 $1.96M 0.06% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,012 $1.93M -6,030 Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 38,863 $1.92M 2.5% 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 38,399 $1.9M 0.44% -15 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 38,098 $1.88M 0.06% +3,038 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 37,916 $1.88M 1.87% +2 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 37,500 $1.85M 0.59% -353 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 37,153 $1.84M 0.93% +1,328 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 36,941 $1.83M 1.01% +4,501 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 36,832 $1.82M 0.48% -1,644 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,775 $1.82M 0.09% -119 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 36,608 $1.81M 0.15% +4,142 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 36,303 $1.8M 1.01% +702 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 36,289 $1.79M 0.69% -2,288 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 36,146 $1.79M 0.86% 13F-HR/A Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 36,139 $1.79M 0.11% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 36,023 $1.78M 0.26% +1,484 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,007 $1.78M 0.08% -9,058 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 35,699 $1.77M 1.33% +20,905 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,259 $1.74M <0.01% -1,704 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 35,056 $1.73M 0.16% +4,313 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 34,898 $1.73M 0.06% -17,846 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 34,835 $1.72M 1.27% +8,519 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 34,697 $1.72M 0.19% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,614 $1.71M 0.41% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 34,260 $1.7M 0.87% +801 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 34,378 $1.7M 0.61% -2,673 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,614 $1.66M 0.08% +6,495 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 33,612 $1.66M 0.02% +30,487 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 33,341 $1.65M 0.1% +4,098 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 33,219 $1.64M 0.43% -56,213 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,704 $1.62M 0.01% +378 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 32,355 $1.6M 0.01% +2,793 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32,318 $1.6M 0.06% +30,644 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 32,302 $1.6M 0.07% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 32,065 $1.59M 0.01% +21,893 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 31,677 $1.57M 0.08% +10,347 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 31,566 $1.56M 0.35% +421 13F-HR Timeline