CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 243,929 $46.6M 2.94% +11,066 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 235,176 $46.3M 17.82% +2,263 13F-HR/A Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 240,499 $45.9M 9.68% +10,627 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 240,263 $45.9M 1.68% +30,462 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 237,644 $45.4M 0.09% -83,626 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 236,456 $45.2M 17.71% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 235,133 $44.9M 3.88% -428 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 231,566 $44.2M 0.17% +4,277 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 231,133 $44.1M 1.54% +168,218 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 229,528 $43.8M 1.51% +11,089 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 224,784 $42.9M 6.2% +33,560 13F-HR/A Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 223,310 $42.6M 24.1% +17,724 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 222,186 $42.4M 2.54% +6,552 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 220,254 $42.1M 0.17% +1,628 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 219,290 $41.9M 1.14% +3,714 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 218,949 $41.8M 23.81% +8,203 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 218,180 $41.7M 6.06% -7,765 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 214,953 $41.1M 17.59% +8,184 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 212,730 $40.6M 0.72% +86,626 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 207,983 $39.7M 2.35% -141,031 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 204,929 $39.1M 0.77% +468 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 204,439 $39M 5.34% +2,989 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 203,364 $38.8M 6.65% +5,053 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 202,894 $38.8M 7.15% +21,665 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 202,237 $38.6M 1.2% -1,432 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 202,049 $38.6M 0.55% +5,463 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 185,957 $38.4M 5.48% +24,243 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 200,547 $38.3M 12.51% +13,488 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 198,219 $37.9M 1.83% +112,367 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 196,244 $37.5M 0.8% +2,771 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 195,597 $37.4M 0.44% -52,195 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 192,923 $36.8M 1.87% +2,122 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 190,205 $36.3M 4.98% +568 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 189,548 $36.2M <0.01% +8,044 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 188,387 $36M 0.17% 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 188,069 $35.9M 0.8% +6,469 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 185,458 $35.4M +8,541 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 185,027 $35.3M 0.02% +99,108 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 184,455 $35.2M 14.85% +5,396 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 183,328 $35M 0.05% -467 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 183,226 $35M 0.62% +93,055 13F-HR/A Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 182,250 $34.8M 8.85% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 182,020 $34.8M 2.39% -173 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 181,516 $34.7M 1.9% -16,848 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 178,489 $34.6M 1.93% -3,383 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 180,685 $34.5M 3.85% +8,246 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 179,102 $34.2M 5.17% +4,780 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 178,299 $34.1M 5.68% +6,797 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 177,905 $34M 3.73% -4,241 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 176,221 $33.7M 15.11% +3,831 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 175,743 $33.6M 7.81% +2,676 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 175,653 $33.5M 6.06% +2,430 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 174,632 $33.4M 14.92% +2,211 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 174,303 $33.3M 1.43% -6,108 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 170,508 $32.6M 8.39% +4,326 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 170,047 $32.5M 11.67% +4,976 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 169,455 $32.4M 0.59% +1,173 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 169,392 $32.4M 1.2% +13,628 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 168,965 $32.3M 8.98% +8,748 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 168,845 $32.2M +14,818 Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 168,363 $32.2M 11.16% +4,413 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 168,290 $32.1M 22.9% +1,302 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 166,630 $31.8M 18.55% -2,785 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 166,336 $31.8M 9.19% -2,085 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 162,346 $31M 0.62% +94,077 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 161,112 $30.8M 12.18% +4,168 13F-HR Timeline Freedom Investment Management, Inc. 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More: the full row for Financial Management Professionals, Inc. 140,571 $26.8M 2.77% +509 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 139,344 $26.6M 6.1% +1,322 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 138,777 $26.5M 2.86% +5,628 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 138,441 $26.4M 17.39% +17,328 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 137,735 $26.3M 2.33% -463 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 137,050 $26.2M 2.63% +69,027 13F-HR Timeline 25 LLC More: the full row for 25 LLC 136,400 $26.1M 8.27% +5,965 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 135,077 $25.8M 0.22% -4,092 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 134,771 $25.7M 2.71% +5,126 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 134,561 $25.7M 9.56% +12,417 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 134,419 $25.7M 7.88% +2,153 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 134,090 $25.6M 10.39% +303 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 133,139 $25.4M 2.32% +596 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 132,245 $25.3M 9.19% +1,030 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 131,556 $25.1M 3.22% -13,809 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 131,486 $25.1M 10.87% +3,574 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 131,334 $25.1M 3.5% +5,564 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 130,554 $24.9M 0.41% -5,441 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 130,382 $24.9M 0.05% +33,615 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 130,047 $24.8M 0.48% -2,701 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 129,802 $24.8M 1.59% +6,904 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 129,464 $24.7M 0.87% +3,333 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 129,239 $24.7M 5.01% +12,754 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 128,907 $24.6M 0.69% +384 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 128,741 $24.6M 2.45% +40,707 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 128,036 $24.5M 2.2% -2,432 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 128,026 $24.5M 12.47% +11,737 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 127,971 $24.4M -1,063 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 127,779 $24.4M 0.72% -7,421 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 226,259 $24.2M 10.23% +102,347 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 125,729 $24M 0.51% +1,472 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 124,741 $23.8M 3.37% +2,640 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 119,698 $23.7M 0.58% -1,266 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 119,354 $22.8M 0.94% +969 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 117,538 $22.6M 0.32% +12,949 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 117,874 $22.5M 5.92% -503 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 117,790 $22.5M 9.54% -1,262 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 117,505 $22.4M 10.11% +16,224 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 117,467 $22.4M 4.9% -564 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 117,038 $22.4M 1.06% -1,608 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 116,982 $22.3M 2.7% -3,228 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 115,872 $22.2M 0.73% -1,144 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 115,522 $22.1M 7.13% +13 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 115,377 $22M 3.55% +22,875 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 115,235 $22M 22.97% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 114,889 $21.9M 0.34% -6,892 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 114,767 $21.9M 0.73% -2,620 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 114,761 $21.9M 0.72% -25,379 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 114,721 $21.9M 0.98% +5,532 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 112,823 $21.5M 4.57% -103 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 112,199 $21.4M 1.97% -395 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 112,138 $21.4M 10.05% -1,720 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 111,969 $21.4M 3.81% -137 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 111,154 $21.2M 3.65% +3,328 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 111,132 $21.2M 14.7% -13,799 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 110,891 $21.2M 14.34% +1,411 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 105,642 $21.1M 13.48% -5,879 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 109,879 $21M 1.48% +3,780 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 109,844 $21M 5.68% +3,062 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 108,606 $20.7M 10.52% +4,432 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 108,134 $20.7M 16.67% +3,171 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 107,349 $20.5M 11.22% +5,809 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 106,615 $20.4M 9.26% +687 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 106,476 $20.3M 0.92% +7,466 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 105,500 $20.1M 9.95% -544 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 105,029 $20.1M 0.85% -195,315 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 105,000 $20.1M 0.38% +1,263 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 104,564 $20M 10.2% +26,705 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 103,156 $19.9M 7.72% +25,415 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 103,979 $19.9M 10.06% -340 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 103,606 $19.8M 0.11% +5,750 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 103,562 $19.8M 0.01% -1,335 13F-HR Timeline Group Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 103,455 $19.8M 13.34% +3,900 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 103,396 $19.7M 8.42% -1,319 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 103,185 $19.7M 0.85% +9,522 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 102,549 $19.6M 9.83% +20,757 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102,294 $19.5M 3.09% +987 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 101,637 $19.4M 5.17% -11,488 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 101,053 $19.3M 4.26% +18,227 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 100,969 $19.3M 13.69% 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 100,648 $19.2M 9.39% +1,931 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 100,607 $19.2M 0.55% -1,777 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 99,977 $19.1M 2.11% +2,490 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 99,855 $19.1M 4.24% -5,609 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 99,732 $19M 2.09% +392 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 99,435 $19M 3.54% +1,311 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 216,965 $18.9M 0.46% +593 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 98,887 $18.9M 10.49% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 98,869 $18.9M 3.99% -236 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,143 $18.7M 1.24% +728 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 97,956 $18.7M 7.84% +2,250 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 96,437 $18.4M 0.27% +18,937 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 95,347 $18.2M 3.85% +25,506 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 95,135 $18.2M 4.93% -498 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 94,940 $18.1M 1.53% -1,106 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 94,480 $18M 4.66% +3,262 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 93,497 $17.9M 4.53% +3,232 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 93,449 $17.8M 9.96% -87 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 92,800 $17.7M 5.67% +2,640 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 92,503 $17.7M 0.26% -6 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 92,316 $17.6M +5,121 Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 91,860 $17.5M 2.01% +3,691 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 91,449 $17.5M 14.25% 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 90,975 $17.4M 5.43% +8,425 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 90,966 $17.4M 2.6% +62,422 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 90,629 $17.3M 1.69% +119 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 90,610 $17.3M 4.55% -97,342 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 90,257 $17.2M 5.5% +1,580 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 90,154 $17.2M 0.33% -4,529 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 90,095 $17.2M 0.35% +5,946 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 89,976 $17.2M +1,626 Timeline CX Institutional More: the full row for CX Institutional 89,672 $17.1M 0.51% +5,782 13F-HR Timeline