Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 227,715 $38.6M 11.48% +11,443 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 222,625 $38.4M 17.19% -4,100 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 223,776 $37.9M 4.83% +42,951 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 221,621 $37.5M 1.23% -77,106 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 218,153 $36.9M 2.83% +7,877 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 218,139 $36.9M 6.44% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 217,577 $36.8M 5.89% +10,889 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 217,432 $36.8M 0.19% -15,108 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 213,915 $36.2M 3.92% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 210,773 $35.7M 1.37% -41,279 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 209,499 $35.6M 6.7% +3,725 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 208,336 $35.3M 0.22% +168,812 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 208,296 $35.3M 0.18% -14,349 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 204,450 $34.6M 6.04% +44,892 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 203,966 $34.5M 1.26% +73,570 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 200,606 $34M 0.47% -8,297 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200,205 $33.9M 3.54% -334,692 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 199,022 $33.7M 3.79% +2,297 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 198,872 $33.7M 8.44% -94 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 198,180 $33.6M 8% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 197,788 $33.4M 9.2% +443 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 189,640 $32.1M 0.64% -1,531 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 189,274 $32M 24.24% +9,063 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 187,782 $31.8M 1.34% +13,743 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 187,603 $31.8M 8.72% +3,049 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 187,539 $31.8M 0.07% +39,890 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 186,169 $31.5M 2.56% -17,118 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 185,607 $31.4M 0.88% -8,981 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 182,270 $30.9M 0.71% -21,586 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 181,788 $30.8M 21.51% +4,763 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 181,224 $30.7M 13.06% +1,600 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 178,300 $30.2M 0.09% +45,700 13F-HR Timeline Group O'Dell Group, LLC More: the full row for O'Dell Group, LLC 177,937 $30.1M 6.8% +1,237 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 176,331 $29.9M 1.85% -3,312 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 175,802 $29.8M 1.84% -7,441 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 173,855 $29.4M <0.01% +12,823 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 173,776 $29.4M 0.04% +1,632 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 173,434 $29.4M 0.23% -32,712 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 173,160 $29.3M 4.88% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 173,019 $29.3M 14.09% +10,656 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 172,901 $29.3M 18.91% -4,165 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 172,384 $29.2M 0.53% -49,005 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 172,290 $29.2M 6.71% +3,668 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 172,146 $29.1M 22.59% +3,369 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 169,875 $28.8M 2.34% +2,098 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 169,522 $28.7M 1.69% +2,376 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 168,549 $28.5M 12.94% -783 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 168,428 $28.5M 15.82% +2,864 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 166,201 $28.1M 9.35% -40,307 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 165,535 $28M 13.49% -3,331 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 164,020 $27.8M 5.38% +689 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 163,833 $27.7M 9.83% +1,200 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 163,575 $27.7M 11.9% +5,037 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 163,405 $27.7M 3.99% -194 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 162,923 $27.6M 5.87% -917 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 162,782 $27.6M 24.55% +1,302 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 162,123 $27.4M 6.07% +5,217 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 162,038 $27.4M 5.8% -35 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 160,242 $27.1M 9.24% +32,650 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 156,164 $26.4M 16.94% +5,907 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 155,001 $26.2M 2.62% -3,882 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 153,745 $26M 18.65% -122 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 153,382 $26M 0.48% +10,527 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 152,681 $25.8M 13.28% +6,565 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 146,687 $25.8M 12.4% -1,239 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 150,978 $25.6M 2.89% -5,276 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 150,611 $25.5M 0.59% -31,447 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 149,838 $25.4M 0.59% +7,551 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 149,608 $25.3M 0.29% +18,331 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 148,972 $25.2M +6,619 Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 148,848 $25.2M 9.08% +12,398 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. 146,248 $24.8M 0.55% +2,945 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 146,175 $24.7M +3,871 Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 145,058 $24.6M 0.99% +3,695 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 145,051 $24.6M 0.02% -93,347 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 142,169 $24.1M 1.66% -142 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 141,687 $24M 11.75% -1,935 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 141,651 $24M +1,476 Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 140,336 $23.8M 2.41% -3,971 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 140,213 $23.7M 0.43% -1,250 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 139,177 $23.6M 4.3% +12,368 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 137,821 $23.3M 0.94% +10,233 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 136,653 $23.1M 3.88% -1,385 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 135,974 $23M 4.6% -4,627 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 135,279 $22.9M 11.66% +4,687 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 134,418 $22.8M 2.64% -2,665 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 134,391 $22.8M 11.48% +2,919 13F-HR/A Timeline Parker Financial LLC More: the full row for Parker Financial LLC 134,092 $22.7M 11.15% -2,605 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 133,440 $22.6M 9.08% +9,404 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 132,907 $22.5M 0.51% +6,421 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 132,654 $22.5M 9.63% +403 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 132,312 $22.4M 0.01% -3,199 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 131,222 $22.2M 2.81% +3,144 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 130,972 $22.2M 0.79% -1,955 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 130,821 $22.1M 10.58% +2,921 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 130,436 $22.1M 2.4% -998 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 129,824 $22M +43,833 Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 129,329 $21.9M 2.97% -2,414 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 128,775 $21.8M 3.52% new 13F-HR/A Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 125,830 $21.3M 21.63% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 125,008 $21.2M 0.61% +735 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 124,981 $21.2M 11.56% +1,982 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 124,788 $21.1M 10.69% +3,628 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 124,020 $21M 5.35% +2,396 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 123,598 $20.9M 0.68% +25,921 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 122,528 $20.7M 5.72% +6,724 13F-HR Timeline 25 LLC More: the full row for 25 LLC 121,798 $20.6M 8.73% +4,297 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 121,639 $20.6M 4.09% +26,963 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 121,638 $20.6M 6.72% -640 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 120,654 $20.4M 8.38% +110,348 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 120,690 $20.4M 3.73% -3 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 120,313 $20.4M 0.27% +101,991 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 120,046 $20.3M 0.86% -996 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 119,907 $20.3M 0.63% +1,651 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 119,642 $20.3M 9.97% -1,062 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 118,936 $20.2M 0.67% -1,587 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 119,308 $20.2M 10.94% 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 119,134 $20.2M 10.85% +2,009 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 118,596 $20.1M 0.91% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 117,996 $20M 0.56% +3,352 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 117,770 $19.9M 2.25% -550 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 117,184 $19.8M 7.59% +1,566 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 116,613 $19.7M 0.88% +632 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 113,890 $19.3M 0.27% +950 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 113,235 $19.2M 1.43% +5,557 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 112,759 $19.1M 2.72% -45,355 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 112,571 $19.1M 0.9% +4,335 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 111,865 $18.9M 0.01% +844 13F-HR Timeline Group Tenret Co LLC More: the full row for Tenret Co LLC 111,651 $18.9M 11.91% +4,066 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 111,432 $18.9M 5.34% +1,232 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 111,249 $18.8M 2.95% +10,015 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 110,905 $18.8M 5.68% -20,840 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 110,532 $18.7M 14.13% -166 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 106,741 $18.5M 0.54% -8,095 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 109,235 $18.5M 3.88% +8,297 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 109,020 $18.5M 4.59% +1,272 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 108,782 $18.4M 7.89% +958 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 942,136 $18.4M 1.93% -1,568 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 105,416 $17.8M 5.45% -2,485 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 105,048 $17.8M 9.59% +7,605 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 104,438 $17.7M 3.11% +3,459 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 104,114 $17.6M 0.5% -2,377 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 103,503 $17.5M 11.71% +4,343 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 103,346 $17.5M 8.63% +17,754 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 104,091 $17.5M 0.29% +22,967 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 101,230 $17.1M 4.31% -4,323 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 100,574 $17M 3.91% +4,445 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 96,312 $17M 8.21% +4,314 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 100,142 $17M 7.32% -14,455 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 100,064 $16.9M 4.37% +1,056 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 99,934 $16.9M 0.17% +1,977 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 99,665 $16.9M 4.18% -1,409 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 99,295 $16.8M 0.34% -23,316 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 97,795 $16.6M 9.43% +1,780 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 97,782 $16.6M 4.1% -1,904 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 97,642 $16.5M 4.51% -979 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 97,514 $16.5M 3.08% -473 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 97,398 $16.5M 7.92% +768 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 94,950 $16.1M 5.22% -3,180 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 94,678 $16M 0.48% -933 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 94,478 $16M 1.78% +7,483 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 94,561 $16M 2.54% +213 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 93,829 $15.9M 19.08% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 93,607 $15.8M 3.2% +5,795 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 93,590 $15.8M 0.36% +3,339 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 93,388 $15.8M 1.76% +2,684 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 90,519 $15.8M 8.26% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 93,211 $15.8M 1.52% +2,046 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 93,017 $15.7M 1.1% +9,696 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 92,725 $15.7M 5.27% -1,083 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 92,163 $15.6M 9.98% -3,679 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 91,325 $15.5M 1.81% +969 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 91,138 $15.4M 1.05% -36,544 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 90,903 $15.4M 5.18% +694 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 90,268 $15.3M 8.25% +4,995 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 89,154 $15.1M 5.71% -411 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 88,963 $15.1M 0.54% -280 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 88,230 $14.9M 8.79% +6,332 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 86,879 $14.7M 1.45% +596 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 86,295 $14.6M -859 Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 85,449 $14.5M 4.96% -26,589 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 84,630 $14.3M 12.34% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 83,660 $14.2M -1,024 Timeline NOVEM GROUP More: the full row for NOVEM GROUP 82,536 $14M 2.08% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 81,764 $13.8M 2.73% +1,374 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 81,110 $13.7M 0.44% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 76,880 $13.6M 6.28% +5,138 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 80,249 $13.6M 0.94% +572 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 79,958 $13.5M 6.68% +4,005 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 79,702 $13.5M 0.21% -12,342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 79,381 $13.4M 11.36% 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 79,289 $13.4M 8.87% +192 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 79,128 $13.4M 4.87% +258 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 79,092 $13.4M 0.11% +6,626 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 79,000 $13.4M 2.16% 0 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 78,999 $13.4M 4.77% +1,317 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 78,822 $13.3M 1.55% -2,873 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 78,287 $13.3M 1.89% +8,596 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 78,059 $13.2M 4.23% +6,514 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 77,410 $13.1M 9.97% -1,387 13F-HR Timeline