MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 233,255 $41.2M 1.33% +4,187 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 228,422 $40.4M 5.01% +8,111 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 226,274 $40M 2.88% +42,592 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 222,656 $39.4M 0.17% +5,859 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 222,603 $39.3M 0.55% +4,138 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 219,395 $39.1M 8.1% +14,069 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 219,008 $38.7M 0.15% -776 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 218,223 $38.6M 3.73% +9,320 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 216,961 $38.3M 5.88% -33 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 215,675 $38.1M 9.31% +12,164 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 208,749 $36.9M 2.02% -127,562 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 207,886 $36.7M 0.78% +113,390 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 207,260 $36.6M 0.71% +8,651 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 207,145 $36.6M 0.26% +36,858 13F-HR/A Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 206,437 $36.5M 0.18% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 206,101 $36.4M 14.46% +8,102 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 205,754 $36.4M 1.27% +16,498 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 205,405 $36.3M 8.66% +1,515 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 203,980 $36.1M 1.25% -329 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 203,699 $36M 23.94% +9,159 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 200,977 $35.5M 21.96% +3,072 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 198,689 $35.1M 23.32% -17,843 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 198,146 $35M 2.8% +16,247 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 197,244 $34.9M 2.48% -1,372 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 196,462 $34.7M 6.61% +6,257 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 194,888 $34.4M 2.25% +5,852 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 189,993 $33.9M 0.92% -6,342 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 191,052 $33.8M 1.86% +14,564 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 190,992 $33.8M 3.63% -6,994 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 190,457 $33.7M 0.83% +6,275 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 190,127 $33.6M 5.07% +13,476 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 185,795 $32.8M 12.09% +3,246 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 183,799 $32.5M 6.72% +4,780 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 183,165 $32.4M 1.88% +2,101 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 182,517 $32.3M 0.04% +12,339 13F-HR Timeline Group Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 182,250 $32.2M 9.03% -60,600 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 180,929 $32M 9.93% +404 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 180,414 $31.9M 4.07% +13,456 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 178,096 $31.6M 0.95% +30,538 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 178,341 $31.5M 8.15% -10,456 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 177,370 $31.3M <0.01% +16,182 13F-HR Timeline Group O'Dell Group, LLC More: the full row for O'Dell Group, LLC 176,481 $31.2M 7.78% -7,122 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 176,275 $31.2M 2.49% -58,334 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 173,602 $30.7M 1.7% -755 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 173,506 $30.7M 0.43% -4,062 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 172,256 $30.5M 14.35% -1,270 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 170,286 $30.3M 15.33% +1,283 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 171,444 $30.3M 6.11% +4,891 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 170,888 $30.2M 18.7% +903 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 170,695 $30.2M 5.18% +6,510 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 168,617 $29.8M 15.99% +5,540 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 166,815 $29.5M 0.73% +162,226 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 166,651 $29.5M 4.28% -4,297 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 166,578 $29.4M 23.89% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 166,107 $29.4M 0.47% +7,622 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 166,346 $29.4M 9.63% -150 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 162,490 $29.2M 3.86% +11,313 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 164,984 $29.2M 5.22% +138,369 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 162,619 $28.7M 8.69% +56,193 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 162,101 $28.6M 11.82% +175 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 160,148 $28.5M 5.71% -1,739 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 160,954 $28.4M 10.94% -11,782 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 159,829 $28.2M +14,590 Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 158,943 $28.1M 11.66% +7,234 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 155,835 $27.5M 1.82% +83,250 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 155,752 $27.5M 19.25% +559 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 154,278 $27.3M 0.97% +1,304 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 154,244 $27.3M 4.74% +15,400 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 153,422 $27.1M 9.15% +13,297 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 153,092 $27.1M 2.75% +8,205 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 151,517 $26.8M 11.87% +4,323 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 149,133 $26.4M 0.26% -2,785 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 147,963 $26.2M 33.67% -267,274 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,709 $25.6M 10.26% -137,341 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 143,147 $25.3M 0.47% -7,543 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 143,156 $25.3M 1.54% +2,147 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 143,003 $25.3M -5,836 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 142,784 $25.2M 0.56% -7,343 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 142,417 $25.2M 1.22% -62,020 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 139,977 $24.7M 9.23% +2,427 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 139,893 $24.7M 6.27% +10,959 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 139,552 $24.7M 4.02% +787 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 139,387 $24.6M 11.22% +4,715 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 138,701 $24.5M 2.31% -318 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 138,204 $24.4M 4.56% +13,908 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 138,125 $24.4M 4.55% +13,660 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 137,178 $24.4M 2.74% +1,017 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 137,517 $24.3M 1.03% -46 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 136,306 $24.1M 5.83% +2,425 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 135,787 $24M 17.21% +12,887 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 135,480 $23.9M 5.97% +7,030 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 135,105 $23.9M 2.62% +1,420 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 134,073 $23.8M 0.83% +1,067 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 134,793 $23.8M 0.48% +716 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 133,692 $23.6M 2.46% +2,108 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 133,681 $23.6M 21.69% +703 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 133,424 $23.6M 10.19% +2,643 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 132,453 $23.5M 5.76% +18,289 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 132,111 $23.3M 9.69% -722 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 131,989 $23.3M 10.2% +12,406 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 131,360 $23.2M 0.6% +9,778 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 130,998 $23.2M 0.88% -5,649 13F-HR Timeline 25 LLC More: the full row for 25 LLC 130,891 $23.1M 8.5% +3,700 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 130,635 $23.1M 0.21% +11,325 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 126,242 $22.8M 0.57% +1,347 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 128,067 $22.6M 1.51% +20,335 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 128,048 $22.6M -15,204 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 127,535 $22.5M 0.7% +10,410 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 127,130 $22.5M 7.73% +5,650 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 125,979 $22.4M 0.51% -346,696 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 126,731 $22.4M 0.56% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 126,023 $22.4M 10.98% -6,501 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 126,635 $22.4M 0.13% +31,667 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 126,519 $22.4M 4.12% +13,008 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 123,819 $21.9M 0.96% -29,074 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 123,734 $21.9M 2.12% +17,632 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 120,897 $21.8M 0.63% -67 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 122,588 $21.7M 2.68% +36,017 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 121,396 $21.5M 10.3% +2,665 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 120,783 $21.3M 0.91% +3,719 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 119,660 $21.1M 3.44% +8,189 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 119,493 $21.1M 6.48% -2,240 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 119,413 $21.1M 0.76% -1,790 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 117,980 $21.1M 3.81% +96,814 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 119,054 $21M 0.03% -472,314 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 119,033 $21M 0.34% +23,550 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 118,740 $21M 0.79% -365 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 118,470 $20.9M 15.11% +15,439 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 118,106 $20.9M 12.76% +17,966 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 117,935 $20.8M 0.89% +767 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 116,437 $20.6M 0.59% +58,278 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 116,167 $20.5M 1.48% -2,664 13F-HR Timeline Group MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 115,037 $20.3M 9.77% -2,286 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 114,431 $20.2M 7.6% -763 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 114,022 $20.2M 8.73% +29,218 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 112,234 $19.8M 2.07% -1,249 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 112,032 $19.8M 0.47% +9,292 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 110,976 $19.6M 4.62% -939 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 110,071 $19.5M 5.54% -16,889 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 110,000 $19.4M 0.59% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 109,590 $19.4M 1.53% +21,503 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 109,505 $19.4M 3.99% +2,517 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 109,141 $19.3M 4.88% +2,472 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 108,832 $19.2M 14.19% -1,444 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 108,645 $19.2M 7.4% +412 13F-HR Timeline CX Institutional More: the full row for CX Institutional 108,088 $19.1M 0.67% +23,706 13F-HR/A Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 105,700 $18.7M 2.49% +10,497 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 105,654 $18.7M 10.6% -8,012 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 105,547 $18.7M 0.01% -1,599 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 104,890 $18.5M 11.65% +2,322 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 104,785 $18.5M 3.02% +8,751 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 104,442 $18.5M 5.85% new 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 104,472 $18.5M 10.07% -7,706 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 104,063 $18.4M 0.58% +16,204 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 103,564 $18.3M 9.03% +3,579 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 102,885 $18.2M 0.31% +5,629 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 102,781 $18.2M 4.22% +2,788 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 102,348 $18.1M 0.39% -12,848 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 102,185 $18.1M 5.41% -4,076 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 101,301 $17.9M 1.47% +1,798 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 101,255 $17.9M 8.64% +2,793 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 101,146 $17.9M 17.6% +2,926 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 100,702 $17.8M 0.37% -65,059 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 100,641 $17.8M 1.8% -2,372 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 100,364 $17.7M 10.69% +1,371 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 99,775 $17.7M 10.42% -640 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 100,213 $17.7M 3.05% +3,351 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 99,699 $17.6M 2.16% +19,219 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 99,151 $17.5M 1.2% +1,740 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 99,015 $17.5M 4.11% +19,351 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 98,569 $17.4M 7.33% -15,358 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 97,747 $17.3M 8.42% +4,348 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 97,089 $17.2M 3.99% -1,378 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 96,083 $17M 14.14% +7,324 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 96,041 $17M 2.46% +15 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 95,956 $17M 0.48% +113 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 95,524 $16.9M 2.88% +8,327 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 95,169 $16.8M 0.86% +20,068 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 94,583 $16.7M 8.76% -11,760 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 94,131 $16.6M 8.2% +2,620 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 92,968 $16.4M 7.3% -2,662 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 92,744 $16.4M 0.29% +2,857 13F-HR Timeline CJM Wealth Advisers, Ltd. 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