Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 229,872 $42.9M 9.45% +14,197 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 227,289 $42.4M 0.17% +4,633 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 225,945 $42.1M 6.2% +8,984 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 220,772 $41.2M 14.77% +14,671 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 218,626 $40.8M 0.15% -382 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 218,439 $40.7M 1.48% -87,784 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 216,372 $40.4M 0.77% +8,486 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 215,634 $40.2M 2.33% +20,746 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 215,576 $40.2M 1.48% +9,822 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 210,746 $39.3M 22.75% +7,047 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 209,801 $39.1M 1.85% +1,052 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 208,940 $39M 0.7% +1,680 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 206,769 $38.6M 16.91% +5,792 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 205,586 $38.3M 24.7% +6,897 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 203,669 $38M 1.22% -311 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 204,461 $37.8M 0.84% +14,468 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 201,450 $37.8M 5.28% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 200,000 $37.3M 0.16% +73,365 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 198,364 $37M 2.19% +1,120 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 198,311 $37M 6.67% +1,849 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 196,586 $36.7M 0.54% +30,479 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 193,473 $36.1M 0.81% +3,016 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 191,224 $35.7M 5.48% +36,980 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 190,801 $35.6M 1.85% -251 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 189,637 $35.4M 5.01% -490 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 189,255 $35.3M 0.17% -17,182 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 187,952 $35.1M 9.84% +7,023 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 187,059 $34.9M 11.82% +1,264 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 184,533 $34.4M 1.58% +56,466 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 183,795 $34.3M 0.04% +1,278 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 181,600 $34M 0.81% +3,504 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 182,250 $34M 8.73% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 182,193 $34M 2.47% -15,953 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 181,872 $34M 1.84% -1,293 13F-HR/A Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 181,794 $33.9M 7.27% +5,313 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 181,504 $33.8M <0.01% +4,134 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 182,146 $33.8M 3.96% +1,732 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 181,229 $33.8M 6.55% -2,570 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 180,411 $33.6M 1.57% +6,809 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 179,059 $33.4M 15.13% +39,672 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 178,030 $33.2M 4.36% +11,379 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 176,917 $33M +17,088 Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 176,000 $32.8M 1.22% +66,000 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 174,322 $32.5M 5.13% +3,627 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 173,223 $32.3M 5.81% +1,779 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 173,067 $32.3M 7.81% -5,274 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 172,439 $32.2M 3.8% +9,949 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 172,421 $32.2M 15.13% +2,135 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 172,390 $32.1M 15.41% +3,773 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 171,502 $32M 5.38% +6,518 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 169,415 $31.6M 18.43% -1,473 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 168,421 $31.4M 8.97% +2,075 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 168,283 $31.4M 8.3% -7,992 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 168,282 $31.4M 0.62% +1,467 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 166,988 $31.1M 23.25% +410 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 166,182 $31M 9.26% +3,563 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 165,071 $30.8M 11.62% +6,128 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 164,482 $30.7M 0.41% -9,024 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 163,950 $30.6M 11.42% +1,849 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 161,714 $30.3M 4.88% +23,589 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 160,217 $29.9M 8.92% +6,795 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 157,879 $29.6M 5.59% -2,269 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 158,085 $29.5M 19.99% +2,333 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 157,785 $29.4M 1.88% +1,950 13F-HR/A Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 156,944 $29.3M 11.98% +5,427 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 155,764 $29M 1.18% +73,406 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 154,027 $28.7M +11,024 Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 153,003 $28.5M 0.94% -1,275 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 152,294 $28.4M 2.68% -798 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 152,402 $28.3M 12.23% -19,854 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 149,000 $27.8M 9.61% +145,291 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 148,425 $27.7M 0.25% -708 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 145,365 $27.1M 4.03% +18,846 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 143,831 $26.8M 1.54% +675 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 143,613 $26.8M 0.49% +8,820 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 142,585 $26.7M 6.22% +10,132 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 143,170 $26.7M 6.22% +3,277 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 141,637 $26.4M 9.19% +1,660 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 141,438 $26.4M 17.26% +5,651 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 140,062 $26.3M 2.73% +2,884 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 140,711 $26.2M 4.59% +2,507 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 140,140 $26.1M 0.91% +2,623 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 140,002 $26.1M 4.15% +450 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 139,169 $26M 0.2% +8,534 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 138,198 $25.8M 2.32% -503 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 138,022 $25.7M 5.84% +1,716 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 135,995 $25.4M 0.43% -7,152 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 135,200 $25.2M 0.82% +4,202 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 133,787 $25M 10.23% +363 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 133,149 $24.8M 2.61% -1,956 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. 132,748 $24.8M 0.5% -10,036 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 132,543 $24.7M 2.35% -1,149 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 132,266 $24.7M 7.79% +5,136 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 131,215 $24.5M 9.43% -896 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 130,468 $24.3M 2.18% +6,734 13F-HR Timeline 25 LLC More: the full row for 25 LLC 130,435 $24.3M 8.28% -456 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 129,645 $24.2M 2.71% +66,185 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 128,523 $24.1M 0.73% -5,550 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 129,034 $24.1M +986 Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 127,912 $23.9M 10.75% +1,889 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 127,963 $23.9M 2.2% +18,373 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 126,104 $23.5M 0.53% -627 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 125,770 $23.5M 3.58% +6,110 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 126,131 $23.4M 0.9% +5,348 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 124,931 $23.3M 21.37% -8,750 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 124,257 $23.3M 0.51% -1,985 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 123,912 $23.1M 10.22% +2,516 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 122,898 $22.9M 1.52% +6,731 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 122,144 $22.8M 9.04% -9,845 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 122,101 $22.8M 3.6% +4,121 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 121,781 $22.7M 0.34% +2,748 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 120,964 $22.7M 0.59% +67 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 121,113 $22.6M 15.34% +2,643 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 120,210 $22.4M 2.6% -2,378 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 119,052 $22.2M 9.56% +5,030 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 118,867 $22.2M 6.4% +113,849 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 118,646 $22.1M 1.06% -23,771 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 118,385 $22.1M 0.91% +450 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 118,377 $22.1M 6.4% -1,116 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 118,031 $22M 5.1% +8,890 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 117,387 $21.9M 0.75% -2,026 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 117,016 $21.8M 0.75% -1,724 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 116,485 $21.7M 4.72% +17,470 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 116,290 $21.7M +41,671 Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 116,289 $21.7M 15.84% +24,061 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 115,756 $21.6M 3.34% +10,971 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 115,509 $21.5M 7.43% -89,896 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 113,858 $21.2M 9.89% -1,179 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 113,125 $21.1M 5.7% +3,054 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 112,926 $21.1M 4.55% +1,950 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 112,594 $21M 1.96% +360 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 112,106 $20.9M 3.91% +2,601 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 111,521 $20.8M 12.98% -6,585 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 109,480 $20.4M 14.15% +648 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 109,189 $20.4M 0.96% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 107,826 $20.1M 3.25% +106,473 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 106,782 $19.9M 3.22% +49,941 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 106,511 $19.9M 7.03% -7,920 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 105,928 $19.8M 9.07% +2,364 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 106,099 $19.8M 1.57% +4,798 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 106,044 $19.8M 10.14% +390 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 105,464 $19.7M 4.32% +2,683 13F-HR/A Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 104,963 $19.6M 17.48% +3,817 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 104,897 $19.6M 0.01% -650 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 104,715 $19.5M 8.82% +3,460 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 104,589 $19.5M 0.3% +27,896 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 104,174 $19.5M 10.35% +4,399 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 104,319 $19.5M 10.07% -153 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 103,737 $19.3M 0.4% -8,295 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 102,828 $19.2M 5.27% +643 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 102,384 $19.1M 0.58% -1,679 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 101,540 $18.9M 10.6% +1,176 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 101,470 $18.9M 0.02% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 101,307 $18.9M 3.09% +1,094 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 101,281 $18.9M 8.53% +7,150 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,415 $18.6M 1.25% -97,736 13F-HR Timeline Group Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 99,555 $18.6M 13.33% +3,472 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 99,340 $18.5M 2.18% -6,360 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 99,105 $18.5M 4.06% +2,016 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 99,010 $18.5M 0.86% +3,841 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 98,717 $18.4M 9.09% +4,134 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 98,124 $18.3M 3.44% +2,600 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 97,856 $18.2M 0.12% +12,099 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 97,500 $18.2M 6.24% -11,145 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 97,487 $18.2M 2.08% -2,212 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 96,767 $18M 0.05% +33,757 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 96,046 $17.9M 1.61% -4,595 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 95,706 $17.8M 7.97% -2,041 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 95,633 $17.8M 5.06% +4,322 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 94,683 $17.7M 0.35% -7,665 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 94,279 $17.6M 2.29% -1,762 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 93,663 $17.6M 0.78% +12,602 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 93,536 $17.4M 10.29% -11,354 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 92,509 $17.3M 0.27% -235 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 92,502 $17.2M 3.09% +4,169 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 91,702 $17.1M 1.38% +917 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 91,218 $17M 4.47% +3,709 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 90,510 $16.9M 1.68% +3 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 90,265 $16.8M 4.47% +8,246 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 90,171 $16.8M 0.34% -10,531 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 90,160 $16.8M 5.61% +2,475 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 89,805 $16.7M 0.44% -6,151 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 88,677 $16.5M 5.37% +654 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 88,415 $16.5M 0.68% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 88,401 $16.5M 0.03% -534,015 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 88,350 $16.5M +1,821 Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 88,169 $16.4M 1.96% +4,278 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 88,034 $16.4M 1.61% +10,538 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 87,195 $16.3M +719 Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 85,832 $16.1M 4.35% +1,054 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 85,919 $16M 0.01% +31,583 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 85,852 $16M 0.97% +35,803 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 85,422 $15.9M 1.9% -22 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 84,997 $15.9M 1.99% +6,971 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 84,586 $15.8M 0.19% -2,648 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 84,475 $15.8M 1.4% +1,139 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 84,149 $15.7M 0.36% +5,463 13F-HR Timeline CX Institutional More: the full row for CX Institutional 83,890 $15.6M 0.47% -24,198 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 83,774 $15.6M 5.4% +2,133 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 82,898 $15.5M 0.4% -2,711 13F-HR Timeline