J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 245,269 $53.5M 0.92% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 243,137 $53M 2.49% -16,890 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 241,853 $52.7M 0.53% -6,380 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 241,470 $52.6M 2.67% -10,607 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 237,757 $52.2M 0.74% +9,132 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 237,675 $52M 18.85% +757 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 235,693 $51.4M 0.03% +156,758 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 234,031 $51M 1.5% +150,323 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 233,671 $50.9M 2.54% +26,125 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 230,407 $50.2M 0.06% +39,994 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 225,992 $49.6M 18.2% -2,522 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 225,673 $49.2M 0.9% +18,551 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 221,651 $48.3M 8.29% +28,918 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 220,816 $48.1M 0.31% +40,678 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 220,566 $48.1M +137,978 Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 220,555 $48.1M 23.31% +1,994 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 219,224 $47.8M 18.72% +3,598 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 219,076 $47.7M 5.53% +31,164 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 218,735 $47.7M 0.08% -8,118 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 216,309 $47.1M 0.23% 0 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 216,102 $47.1M 7.73% +3,600 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 215,062 $46.9M 5.75% +19,058 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 212,071 $46.2M 25.32% +8,939 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 211,587 $46.1M 0.72% +3,515 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 210,730 $45.9M 0.81% +13,120 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 209,922 $45.7M 19.52% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 208,271 $45.4M 1.43% +5,303 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 207,880 $45.3M 0.69% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 207,849 $45.3M 0.52% +851 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 206,603 $45M 1.34% +67,394 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 206,200 $44.9M 0.1% +200 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 204,256 $44.5M 5.15% -391 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 203,963 $44.4M 0.5% +152,849 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 202,913 $44.2M 1.16% -5,574 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 197,770 $43.1M 6.23% +598 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 197,031 $42.9M 16.56% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 193,041 $42.1M 5.16% +12,401 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 192,157 $41.9M 1.69% +4,056 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 191,778 $41.8M 0.18% +334 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 189,940 $41.4M 12.11% +464 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 189,173 $41.2M 8.58% -78,383 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 188,953 $41.2M 0.76% +4,092 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 185,201 $40.4M 3.49% +18,670 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 184,611 $40.2M 5.41% +1,246 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 184,234 $40.2M 0.12% +23,942 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 183,564 $40M 2.71% +1,325 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 182,583 $39.8M 15.72% +4,453 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 182,010 $39.7M 15.08% +541 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 180,719 $39.4M 1.97% +3,573 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 180,477 $39.3M 0.18% +36,619 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 180,434 $39.3M 9.02% +5,105 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 180,415 $39.3M 6.26% +3,324 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 180,069 $39.2M 3.59% -12,475 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 179,938 $39.2M 5.2% -38,838 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 179,259 $39.1M 11.49% +77,300 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 178,281 $38.9M 2.25% +348 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 175,562 $38.3M 14.11% -8,613 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 173,463 $37.8M -15,074 Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 173,296 $37.8M 7.91% -33 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 173,139 $37.7M +6,219 Timeline MA Private Wealth More: the full row for MA Private Wealth 172,629 $37.6M 5.6% +2,956 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 171,366 $37.3M 0.1% +148,364 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 171,136 $37.3M 22.8% +1,814 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 170,649 $37.2M 11.33% +4,639 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 168,994 $36.8M 10.83% +279 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 168,168 $36.6M 0.15% +133,123 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 166,981 $36.4M 4.04% +12,144 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 166,666 $36.3M 0.43% +16 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 166,292 $36.2M 17.65% +7,116 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 166,114 $36.2M 0.95% +12,999 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 164,751 $35.9M 0.22% +10,339 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 164,529 $35.9M 0.06% +2,207 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 164,268 $35.8M 11.96% -4,277 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 164,170 $35.8M 0.96% +1,005 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 163,748 $35.7M 8.58% +4,267 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 161,587 $35.3M 17.92% +6,687 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 161,913 $35.3M 9.63% +5,561 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 160,709 $35M 18.77% -3,682 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 160,535 $35M 0.48% +22,002 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 158,612 $34.6M 2.23% -677 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 155,176 $33.8M 1.85% -11,400 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 154,262 $33.6M 5.68% -566 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 152,708 $33.3M 6.85% +674 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 151,081 $32.9M 0.62% +22,828 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 150,070 $32.7M 1.29% -20,885 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 149,984 $32.7M 1.97% -4,530 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 149,816 $32.6M 0.31% -81,094 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 148,914 $32.5M 9.04% -2,658 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 148,872 $32.4M 3.15% -14,119 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 148,500 $32.4M 5.23% +1,379 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 147,777 $32.2M 3.65% +14,782 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 147,233 $32.1M 8.08% -160 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 145,104 $32.1M 11.14% +20,938 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 146,886 $32M 9.57% -35,364 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 145,753 $31.8M 4.28% +431 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 144,574 $31.5M 3.83% -94,181 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 144,407 $31.5M 0.48% -1,514 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 144,223 $31.4M 2.48% -2,101 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 144,190 $31.4M 10.92% -9,142 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 142,350 $31M 1.55% -1,992 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 142,237 $31M 4.41% +965 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 141,718 $30.9M 2.84% +139,118 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 141,554 $30.8M 8.68% -11,539 13F-HR Timeline 25 LLC More: the full row for 25 LLC 141,177 $30.8M 8.42% +2,522 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 140,986 $30.7M 0.17% +70,584 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 140,666 $30.6M 0.95% +8,133 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 139,739 $30.5M 1.9% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 139,506 $30.4M 0.58% -178 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 139,016 $30.3M 8.14% +1,619 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 137,778 $30M 7.28% -30,130 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 136,583 $29.8M 2.43% -1,050 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 136,401 $29.7M 5.08% +4,765 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 256,817 $29.7M 10.16% +19,369 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 135,960 $29.6M 9.3% +242 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 135,058 $29.4M 9.28% +1,933 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 134,689 $29.4M 2.78% -7,443 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 134,317 $29.3M 0.43% -2,850 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 132,861 $29M 10.64% +2,110 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 132,585 $28.9M 10.57% -1,727 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 131,275 $28.6M 15.82% +3,164 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. 130,769 $28.5M 0.45% +23 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 130,364 $28.4M 1.09% +2,239 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 129,203 $28.2M 23.89% +10,894 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 128,941 $28.1M 3.5% -2,259 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 128,602 $28M 2.45% +27,190 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 128,194 $27.9M 0.43% +211 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 128,153 $27.9M 5.27% +12,230 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 127,476 $27.8M 1.02% +7,737 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 127,337 $27.8M 0.37% +6,430 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 126,879 $27.7M 0.19% +28,708 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 125,736 $27.4M 1.38% -54,629 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 124,577 $27.4M 0.55% -983 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 125,436 $27.3M 3.02% +11,771 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 124,166 $27.1M 11.02% +2,312 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 122,581 $26.7M 3.24% +8,831 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 122,262 $26.6M 0.68% +1,308 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 122,060 $26.6M 1.05% +14,606 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 121,865 $26.6M 0.74% +7,090 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 121,677 $26.5M 1.03% +208 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 121,337 $26.4M 2.13% +1,215 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 120,194 $26.2M 4.01% +1,563 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 119,947 $26.1M 1.61% +646 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 119,536 $26.1M 5.51% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 119,503 $26M 0.28% +19,233 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 119,043 $25.9M 0.01% +21,257 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 118,667 $25.9M 5.87% -386 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 117,621 $25.6M 14.19% -27,637 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 115,972 $25.6M 7.73% +4,148 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 116,359 $25.4M 4.72% +1,106 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 115,954 $25.3M 3.09% +1,944 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 115,821 $25.2M 10.2% +2,834 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 115,854 $25.2M 5.08% -1,614 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 115,465 $25.2M 0.6% +41,152 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 115,343 $25.1M 0.6% +18,306 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 115,263 $25.1M 0.52% -7,893 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 115,096 $25.1M 10.1% +85,310 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 115,022 $25.1M 0.62% -11,319 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 114,814 $25M 0.39% +6,114 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 114,408 $24.9M 8.77% -2,556 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 113,513 $24.7M 0.61% +28,995 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 113,253 $24.7M 0.3% +8,788 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 112,929 $24.6M 1.91% -78 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 111,904 $24.4M 10.61% +2,635 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 111,586 $24.3M 10.1% +7,927 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 111,515 $24.3M 16.66% -33,349 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 110,697 $24.1M 0.73% -2,669 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 110,634 $24.1M 11.67% +2,120 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 109,239 $23.8M 14.59% -1,465 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 109,127 $23.8M 16.9% +168 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 108,012 $23.5M 3.39% +4,452 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 107,862 $23.5M 0.31% +864 13F-HR/A Timeline Rinkey Investments More: the full row for Rinkey Investments 105,750 $23M 5.43% +8,718 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 105,689 $23M 3.82% +2,689 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 105,387 $23M 5.14% +6,712 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 105,372 $23M 8.24% -2,054 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 105,151 $22.9M 0.75% +24,845 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 104,817 $22.8M 0.27% -41,708 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 104,526 $22.8M 13.21% +2,032 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 104,302 $22.7M 5.2% +9,427 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 104,141 $22.7M 5.23% +4,493 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 104,065 $22.7M 9.62% +626 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 103,099 $22.5M 12.15% -1,978 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 102,924 $22.4M 8.21% +4,096 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 100,053 $21.8M 1.98% -16,080 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 98,826 $21.5M 0.53% -558 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 98,553 $21.5M 9.36% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 98,042 $21.4M 6.12% +3,346 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 96,813 $21.1M 10.18% -3,752 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 96,753 $21.1M 0.17% +11,107 13F-HR/A Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 96,573 $21M 14.57% +4,234 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 106,445 $20.9M 13.83% -60 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 95,418 $20.8M 0.22% -5,015 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 95,360 $20.8M 4.3% -3,373 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 95,099 $20.7M +3,965 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 94,770 $20.7M 0.09% -1,326 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 94,722 $20.6M 5.88% +2,614 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 94,669 $20.6M 5.01% -1,834 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 94,557 $20.6M +1,121 Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 94,203 $20.5M 6.53% +4,938 13F-HR Timeline CX Institutional More: the full row for CX Institutional 94,196 $20.5M 0.59% +1,807 13F-HR Timeline