TRUEFG, LLC More: the full row for TRUEFG, LLC 230,670 $39.8M 13.11% -1,765 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 229,068 $39.6M 1.54% -783 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 226,168 $39.1M 6.36% +8,591 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 220,311 $38.1M 5.17% +90,982 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 219,784 $38M 0.16% -34,409 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 218,465 $37.7M 0.67% +46,081 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 217,179 $37.5M 3.09% -974 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 216,994 $37.5M 6.2% -1,145 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 216,797 $37.4M 0.19% -635 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 216,532 $37.4M 27.65% +44,386 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 209,929 $36.4M 0.44% +96,039 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 210,150 $36.3M 0.21% +1,814 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 208,903 $36.1M 3.77% +8,698 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 207,863 $35.9M 0.19% -433 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 205,326 $35.5M 8.23% +7,146 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 204,840 $35.4M 0.52% +143,854 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 204,437 $35.3M 1.07% -17,184 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 204,309 $35.3M 1.34% +343 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 203,890 $35.2M 8.86% +5,018 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 203,511 $35.2M 9.68% +5,723 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 227,271 $34.9M 17.3% +4,646 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 198,616 $34.3M 2.72% -39,727 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 198,609 $34.3M 0.66% +8,969 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 197,999 $34.2M 15.11% +24,980 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 197,986 $34.2M 4.06% -1,036 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 197,905 $34.2M 23.4% +16,117 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 194,540 $33.6M 26.24% +5,266 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 190,205 $32.9M 6.81% +28,167 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 189,826 $32.8M 0.49% +49,613 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 189,256 $32.7M 1.32% +1,474 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 188,797 $32.6M 9.05% +1,194 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 189,036 $32.6M 2.57% +2,867 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 196,335 $32.2M 1.1% -14,438 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 185,220 $32M 0.07% -2,319 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 184,182 $31.8M 0.88% -1,425 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 183,682 $31.7M 2.53% +13,807 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 183,603 $31.7M 8.22% +5,666 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 182,549 $31.5M 13.7% +1,325 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 181,899 $31.4M 2.89% +26,898 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 181,064 $31.3M 2.69% +4,733 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 180,525 $31.2M 10.72% +16,692 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 179,019 $30.9M 6.94% +6,729 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 177,568 $30.7M 0.47% -23,038 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 176,651 $30.5M 5.06% +3,491 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 176,488 $30.5M 1.86% +6,966 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 174,357 $30.1M 1.87% -1,445 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 172,736 $29.8M 12.18% +4,187 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 172,388 $29.8M 0.02% +27,337 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 170,948 $29.5M 4.8% +31,771 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 170,287 $29.4M 0.25% -3,147 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 170,178 $29.4M 0.04% -3,598 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 169,985 $29.4M 20.04% -2,916 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 169,003 $29.1M 15.89% +575 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 173,526 $28.9M 14.2% +26,839 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 166,958 $28.8M 4.1% +3,553 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 166,578 $28.8M 25.66% +3,796 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 166,553 $28.8M 6.39% +4,430 13F-HR Timeline Kaydan Wealth Management, Inc. 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More: the full row for Evolution Advisers, Inc. 132,524 $22.1M 11.62% +7,543 13F-HR Timeline 25 LLC More: the full row for 25 LLC 127,191 $22M 9.09% +5,393 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 126,960 $21.9M 6.75% +89,682 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 124,465 $21.5M 4.45% +15,230 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 124,296 $21.5M 4.02% +3,606 13F-HR Timeline Group Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 122,900 $21.2M 16.86% 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 121,733 $21M 7.22% +95 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 121,582 $21M 0.59% +3,586 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 121,480 $21M 8.16% +4,296 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 121,400 $21M 0.05% -190,600 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 121,203 $20.9M 0.67% +1,296 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 119,583 $20.7M 10.2% -5,205 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 119,310 $20.6M 0.25% +19,376 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 124,895 $20.6M 0.59% +18,154 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 119,105 $20.6M 0.86% -941 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 118,831 $20.5M 1.56% +5,596 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 118,731 $20.5M 10.86% -403 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 120,964 $20.3M 0.67% +2,028 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 117,323 $20.3M 9.95% -48,212 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 117,168 $20.2M 0.92% +555 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 117,125 $20.2M 0.67% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 117,064 $20.2M 0.98% +4,493 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 115,194 $19.9M 8.32% -5,460 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 115,196 $19.9M 0.48% -35,415 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 114,164 $19.7M 5.53% +3,259 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 113,927 $19.7M 9.22% +16,529 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 113,666 $19.6M 10.75% +8,618 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 113,511 $19.6M 4.19% +19,904 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 113,483 $19.6M 2.24% -4,287 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 112,178 $19.4M 11.75% +527 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 111,915 $19.3M 5.07% +2,895 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 111,471 $19.3M 3.44% +7,033 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 110,276 $19M 15.14% -256 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 108,233 $18.7M 7.88% +8,091 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 107,732 $18.6M 1.87% +38,586 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 106,988 $18.5M 4.26% +6,414 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 106,669 $18.4M 5.11% +6,605 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 106,426 $18.4M 6.2% -53,816 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 106,343 $18.4M 8.58% -2,439 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 106,261 $18.4M 5.77% +845 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 106,102 $18.3M 2.02% +11,624 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 107,146 $18.3M 0.01% -25,166 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 90,195 $18.3M 3.5% +29,352 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 103,031 $17.8M 14.33% +23,650 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 103,013 $17.8M 1.98% +9,625 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 102,740 $17.7M 0.48% -1,374 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 102,568 $17.7M 11.95% -935 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 100,415 $17.3M 10.37% +2,620 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 100,140 $17.3M 12.77% +22,730 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 99,993 $17.3M 4.3% +328 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 99,985 $17.3M 9.13% -19,323 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 99,503 $17.2M 1.54% +6,292 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 98,993 $17.1M 11.21% +6,830 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 98,467 $17M 4.1% +685 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 98,462 $17M 8.97% +8,194 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 98,220 $17M 19.52% +4,391 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 97,411 $16.8M 1.22% +4,394 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 97,256 $16.8M 0.34% -2,039 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 96,862 $16.7M 3.09% -652 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 96,110 $16.6M 0.86% +4,972 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 96,034 $16.6M 2.99% +19,731 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 96,026 $16.6M 2.57% -5,204 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 95,843 $16.6M 0.5% +1,165 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 95,630 $16.5M 7.99% -24,012 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 95,483 $16.5M 0.29% -8,608 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 95,203 $16.4M 2.57% +642 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 94,968 $16.4M 0.14% +37,759 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 94,496 $16.3M 0.51% -43,325 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 93,399 $16.1M 8.36% +2,880 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 93,178 $16.1M 0.13% +51,683 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 92,091 $15.9M 5.39% -634 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 91,838 $15.9M 0.6% +43,376 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 91,511 $15.8M 9.58% +3,281 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 91,445 $15.8M 1.83% +120 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 91,143 $15.7M 5.56% +240 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 91,893 $15.7M -37,931 Timeline Rinkey Investments More: the full row for Rinkey Investments 90,546 $15.6M 4.96% +12,487 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 89,887 $15.5M 0.32% -3,703 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 89,123 $15.4M 5.69% -31 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 88,759 $15.3M 13.74% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 88,318 $15.3M 0.85% +30,181 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 88,087 $15.2M 1.42% +15,062 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 87,993 $15.2M 1.52% +1,114 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 87,859 $15.2M 0.53% -1,104 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 87,197 $15.1M 3.42% +16,334 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 86,911 $15M +616 Timeline Oak Root LLC More: the full row for Oak Root LLC 86,571 $15M 2% +18,290 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 86,349 $14.9M +2,689 Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 85,233 $14.7M 4.66% -9,717 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 85,026 $14.7M 4.75% +8,604 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 84,866 $14.7M 3.03% +3,102 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 84,817 $14.7M 1.8% +5,995 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 84,804 $14.6M 7.3% -18,542 13F-HR Timeline CX Institutional More: the full row for CX Institutional 84,382 $14.6M 0.55% +13,530 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 917,654 $14.5M 1.62% -24,482 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 82,861 $14.3M 0.38% +80,513 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 82,858 $14.3M 2.02% +322 13F-HR Timeline