Souders Financial Advisors More: the full row for Souders Financial Advisors 83,891 $14.8M 1.89% +9,211 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 83,612 $14.8M 5.02% +3,061 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 83,336 $14.7M 1.4% +3,477 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 82,971 $14.7M 2.39% +1,294 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 82,358 $14.6M 0.68% -13,752 13F-HR/A Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 82,234 $14.5M 1.13% +25,769 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 82,019 $14.5M 4.36% -8,527 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 81,763 $14.5M 2.81% -3,103 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 81,641 $14.4M 5.84% +1,243 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 81,061 $14.4M 0.69% +5,192 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 81,348 $14.4M 0.43% -10,490 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 81,110 $14.3M 0.32% 0 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 80,598 $14.2M 0.02% +30,366 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 80,582 $14.2M 0.22% -298 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80,195 $14.2M 0.35% -124,645 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 80,160 $14.2M 6.25% -337 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80,114 $14.2M 0.28% +2,218 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 79,142 $14M 8.87% +7,332 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 79,048 $14M 6.26% +684 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 78,948 $14M 5.88% +11,760 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 78,932 $14M 0.91% +22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 78,686 $13.9M 0.35% +3,578 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 78,647 $13.9M 0.18% +11,593 13F-HR Timeline Group SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 78,409 $13.9M 7.61% +2,594 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 78,274 $13.8M 2.6% +200 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 78,026 $13.8M 1.91% +1,397 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 77,867 $13.8M 4.43% +1,505 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 911,306 $13.7M 1.38% -6,348 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 77,497 $13.7M 1.05% +4,292 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 77,496 $13.7M 1.43% +15,613 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 79,000 $13.6M 1.86% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 76,693 $13.6M 0.24% +25,028 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 76,990 $13.6M 1.3% +7,502 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 76,694 $13.6M 3.49% +1,852 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 76,270 $13.6M 6.2% +38,785 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 76,498 $13.5M 1.73% +5,427 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 76,439 $13.5M 10.24% +4,121 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 75,782 $13.4M 3.4% +55,374 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 75,294 $13.3M 0.67% -539 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 75,008 $13.3M 4.17% +1,886 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 74,917 $13.2M 6.82% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 74,889 $13.2M 3.43% -182 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 74,619 $13.2M -17,274 Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 73,667 $13.1M 6.18% +8,537 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 74,122 $13.1M 8.05% -1,336 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 73,816 $13M 5.56% -107 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 73,650 $13M 4.84% +73,496 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 73,247 $12.9M 2.63% +8,018 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 73,154 $12.9M 5.75% +2,959 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 72,748 $12.9M 8.28% -3,710 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 72,687 $12.8M 5.6% +5,149 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 72,328 $12.8M 1.14% +2,907 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 72,054 $12.7M 0.52% -1,343 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 71,936 $12.7M 0.03% +12,331 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 71,343 $12.6M 0.35% +19,983 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 70,378 $12.4M 1.14% +9,048 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 70,040 $12.4M 0.5% +5,782 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 69,937 $12.4M 0.37% -5,214 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 69,697 $12.3M 4.83% +6,816 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 69,507 $12.3M 3.02% -634 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 69,120 $12.2M 0.35% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 68,728 $12.1M 0.28% +9,179 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 68,608 $12.1M 4.81% +3,820 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 68,473 $12.1M 6.01% -1,957 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 68,266 $12.1M 0.17% +2,398 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 68,223 $12.1M 5.67% -14,570 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 68,050 $12M 0.04% -8,200 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 67,452 $11.9M 3.78% -12,336 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 67,682 $11.9M +1,898 Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 67,209 $11.9M 1.52% +1,471 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 66,977 $11.8M 2.84% +11,017 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 66,900 $11.8M 1.43% -4,520 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 66,765 $11.8M 1.36% +4,736 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 66,655 $11.8M 2.09% +28,510 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 66,149 $11.7M 0.4% +10 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 65,488 $11.6M 6.13% -1,757 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 65,211 $11.5M 7.92% +863 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 64,890 $11.5M 9.22% +9,713 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 64,735 $11.4M 0.45% -5,059 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 64,714 $11.4M 2.22% +299 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 64,583 $11.4M +9,895 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 64,140 $11.3M 0.14% +9,777 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,113 $11.3M 0.02% +2,877 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 64,065 $11.3M 0.52% +4,381 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 63,904 $11.3M 0.07% +1,723 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 63,460 $11.2M 1.74% +8,440 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 63,403 $11.2M 1% +10,494 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 63,010 $11.1M 0.05% +20,797 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 62,889 $11.1M 6.92% +5,583 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 62,864 $11.1M 3.5% +253 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 62,529 $11.1M 4.02% +10,773 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 62,377 $11M 8.17% +2,317 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 62,196 $11M 0.43% -14,366 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 62,058 $11M 2.82% -4,423 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 62,049 $11M 0.09% +8,461 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 61,996 $11M 1.09% -5,928 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 61,812 $10.9M 3.09% -631 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 61,685 $10.9M 3.59% -1,223 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 61,435 $10.9M 4.47% +12,417 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 267,698 $10.8M 5.63% +209,758 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 61,087 $10.8M 7.92% +870 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 60,701 $10.7M 0.32% -1,364 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 60,510 $10.7M 0.07% -32,668 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 60,305 $10.7M 0.96% -628 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 60,082 $10.6M 5.79% -1,284 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 59,217 $10.6M 5.95% +798 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 59,925 $10.6M 4.08% +2,095 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 59,324 $10.5M 2.24% +4,506 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 59,221 $10.5M 2.67% -2,843 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 59,058 $10.4M 0.19% +9,135 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 59,049 $10.4M 0.35% +1,484 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 58,983 $10.4M 4.13% -545 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 58,963 $10.4M 0.25% +38,254 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 58,574 $10.4M 7.26% +4,926 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 58,467 $10.3M 0.36% +653 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 58,455 $10.3M 5.36% +5,129 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 58,028 $10.3M 0.3% +467 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 58,088 $10.3M 3.82% +3,233 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 58,072 $10.3M 1.53% +25,045 13F-HR/A Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 57,882 $10.2M 4.09% +2,172 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 57,757 $10.2M 0.83% -1,306 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 57,025 $10.1M 0.11% -2,791 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 56,841 $10M 1.89% +4,415 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 56,817 $10M 0.23% +2,802 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 56,464 $9.98M 4.87% -1,515 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 56,421 $9.97M 4.21% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 56,130 $9.92M 0.41% -2,382 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 56,057 $9.91M 2.88% -655 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 56,001 $9.9M 1.58% -254,931 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 55,843 $9.87M 0.6% +17 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 55,837 $9.87M 7.11% -9,541 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 55,792 $9.86M 3.72% +5,533 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 55,616 $9.83M 1.29% -29,201 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 55,362 $9.78M 0.47% +4,534 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 54,485 $9.63M 4.64% -1,309 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 54,336 $9.6M 0.01% +970 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 51,466 $9.56M 1.57% +469 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 54,105 $9.56M 0.85% +10,065 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 54,044 $9.55M 2.28% -1,971 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 53,716 $9.49M 3.48% +2,410 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 53,247 $9.46M 1.93% +2,641 13F-HR/A Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 53,201 $9.4M 5.35% +5,042 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 53,000 $9.37M 3.06% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 52,897 $9.35M 0.44% -375 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 52,837 $9.34M 1.44% +57 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 52,636 $9.3M 1.21% +5,086 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 52,580 $9.29M 8.23% +5,615 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 52,412 $9.26M 3.58% +2,826 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 52,277 $9.24M 1.15% -14,942 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 51,326 $9.07M 0.29% +7,411 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 51,109 $9.03M 0.62% -167 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 51,008 $9.02M 4.91% +2,995 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 50,662 $9M 0.36% +5,577 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 50,853 $8.99M 0.53% -37 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 50,759 $8.97M 0.6% +4,190 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 50,729 $8.97M 1.19% +4,016 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 50,705 $8.96M 0.13% -1,080 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 50,698 $8.96M 1.36% -1,442 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 50,160 $8.87M 1.73% +16,040 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 50,049 $8.85M 0.7% +7,619 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 49,789 $8.8M 1.08% -10,717 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 49,606 $8.77M 5.59% +740 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 48,861 $8.64M 4.48% +1,004 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 48,299 $8.61M 1.66% -220 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 48,705 $8.61M 0.15% -1,256 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 48,694 $8.61M 3.83% +42 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 48,663 $8.6M 0.26% -337 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 48,499 $8.57M 1.52% +3,010 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 48,457 $8.56M 2.38% +7,523 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 48,287 $8.53M 1.19% -1,578 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 47,959 $8.48M 2.13% -2,674 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 47,571 $8.45M 2.52% +1,726 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 47,670 $8.43M +24,157 Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 47,576 $8.41M 1.94% -645 13F-HR/A Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 47,335 $8.37M 3.35% -1,257 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 47,126 $8.33M 8.65% +1,122 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 46,993 $8.31M 3.93% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 46,928 $8.29M 1.8% +890 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,364 $8.19M 0.34% +687 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 46,237 $8.17M 2.58% +248 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 45,648 $8.07M 0.78% +5,640 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 45,261 $8M 3.52% -5,330 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 45,205 $7.99M 0.61% -6,027 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 45,076 $7.97M 2.63% +4,034 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 45,014 $7.96M 2.48% +6,305 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 44,969 $7.95M 4% -465 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 44,873 $7.93M 4.26% +1,130 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 44,799 $7.92M 3.46% +486 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 44,559 $7.88M 4.37% -1,387 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 44,462 $7.86M 4.23% -3,015 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 43,800 $7.82M 1.29% 0 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 44,047 $7.78M 2.41% -1,026 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 43,889 $7.76M 1.95% +2,608 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 43,854 $7.75M 3.04% -1,300 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 43,832 $7.75M 0.46% +2,699 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 43,704 $7.72M 0.09% +3,509 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 43,691 $7.72M 0.01% +4,168 13F-HR/A Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 43,548 $7.7M 5.32% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,408 $7.69M 0.56% +5,833 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 43,480 $7.68M 0.03% -20,291 13F-HR Timeline Group