CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83,058 $15.5M 0.56% +13,018 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 82,868 $15.5M 2.79% +1,105 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 82,826 $15.4M 3.58% +7,044 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 82,550 $15.4M 5.07% -1,062 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. 82,550 $15.4M 0.05% +14,500 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 82,491 $15.4M 1.11% +257 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 82,433 $15.4M 0.23% -20,452 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 82,283 $15.3M 4.71% -10,025 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 81,931 $15.3M 4.67% +4,064 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 81,898 $15.3M 5.65% +2,950 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 81,792 $15.3M 7.77% +3,383 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 81,289 $15.2M 2.01% +4,791 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 81,273 $15.2M 0.91% +2,341 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 81,110 $15.1M 0.28% 0 13F-HR/A Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 80,685 $15M 5.81% +525 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 80,478 $15M 0.05% +19,968 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 79,660 $14.9M 1.06% +2,163 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 79,625 $14.8M 0.22% -957 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TKG Advisors, LLC More: the full row for TKG Advisors, LLC 79,413 $14.8M 6.34% +365 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 79,230 $14.8M 2.69% +5,983 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 78,819 $14.7M 0.18% +172 13F-HR Timeline Group Valence8 US LP More: the full row for Valence8 US LP 78,552 $14.6M 5.02% -20,017 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 78,279 $14.6M 4.26% +3,271 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 77,873 $14.5M 2.31% -401 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 77,859 $14.5M 8.59% -1,283 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 77,741 $14.5M 6.22% +4,074 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 77,684 $14.5M 3.61% +990 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 77,604 $14.5M 5.15% 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 77,526 $14.5M 1.28% +536 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 77,500 $14.5M 0.22% +28,795 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 77,387 $14.4M 5.54% +4,700 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 77,048 $14.4M 1.18% +4,720 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 76,844 $14.3M 10.27% +405 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 76,726 $14.3M 0.65% +1,432 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 76,134 $14.3M 6.09% -136 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 76,276 $14.2M 1.2% +5,898 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 76,119 $14.2M 0.18% +7,853 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 75,814 $14.1M 2.09% -7,157 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 75,448 $14.1M 0.36% +4,105 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 75,431 $14.1M 5.76% +2,277 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 75,098 $14M +7,416 Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 74,917 $14M 7.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 74,680 $13.9M 0.36% -41,757 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 74,619 $13.9M 3.24% -270 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 73,969 $13.8M 0.03% +2,033 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 73,750 $13.8M 7.31% -372 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 72,890 $13.6M 0.28% +4,162 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 72,613 $13.5M 0.52% +559 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 72,246 $13.5M 4.34% +12,321 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 71,994 $13.4M 5.2% -1,822 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 70,618 $13.2M 0.38% +11,569 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 70,305 $13.1M 9.79% +5,415 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 69,989 $13.1M 4.64% +1,381 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 69,841 $13M 2.84% +334 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 69,539 $13M 6.42% +1,066 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 69,889 $12.9M 0.49% +38,952 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 903,246 $12.9M 1.19% -8,060 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 69,196 $12.9M 4.62% -501 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 69,159 $12.9M 0.39% +3,010 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 69,120 $12.9M 0.5% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 68,555 $12.8M 5.3% +332 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 68,528 $12.8M 0.59% -55,291 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 68,282 $12.7M 0.36% -1,655 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 68,269 $12.7M 0.31% -13,079 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 68,023 $12.7M 1.32% +1,258 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 67,415 $12.6M 2.72% +438 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 67,400 $12.6M 0.13% +10,375 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 67,046 $12.5M 7.51% -5,702 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 66,864 $12.5M 4.2% +8,776 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 66,839 $12.5M 1.01% +3,436 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 66,655 $12.4M 2.06% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 66,117 $12.3M 0.14% +1,977 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 65,446 $12.2M 0.59% +14,687 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 65,245 $12.2M 0.49% +1,180 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 65,224 $12.2M 0.07% +1,320 13F-HR Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 65,001 $12.1M 7.79% -210 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 64,840 $12.1M 3.44% -2,612 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 64,789 $12.1M 3.46% +1,925 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 64,766 $12.1M 3.82% +2,237 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 64,130 $12M 7.73% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 63,903 $11.9M 2.16% -811 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 63,839 $11.9M -744 Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 63,458 $11.8M 1.34% -3,442 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 63,396 $11.8M 6.78% +507 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 63,249 $11.8M 7.97% +872 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 62,915 $11.8M 0.42% +12,253 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 63,053 $11.8M 3.27% -41,389 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 62,975 $11.7M 2.82% +917 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 62,387 $11.7M 0.01% +53,095 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 62,499 $11.7M 1.02% +503 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 62,231 $11.6M 3.04% +419 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 61,952 $11.6M 0.42% -244 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 61,734 $11.5M 0.88% +1,429 13F-HR/A Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 61,728 $11.5M 1.25% +11,939 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 61,517 $11.5M 8.1% +430 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 61,475 $11.5M 5.39% +3,020 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 61,446 $11.5M 0.24% +4,629 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 61,335 $11.4M 5.11% -4,153 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 62,083 $11.4M 0.28% 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 60,808 $11.3M 4.32% -627 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 60,710 $11.3M 4.19% +1,727 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 60,399 $11.3M 5.61% -207,299 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 60,255 $11.2M 0.31% -446 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 59,643 $11.1M 3.41% -2,042 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 59,596 $11.1M 6.26% +1,022 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 59,446 $11.1M 0.04% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 59,095 $11M 3.06% +3,038 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 58,997 $11M 2.64% -224 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 58,839 $11M 4.89% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 58,839 $11M 4.89% +2,375 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 58,824 $11M 1.57% +2,823 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 58,353 $10.9M 5.71% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 58,302 $10.9M 0.29% +25,730 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 57,898 $10.9M 0.3% -130 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,052 $10.8M 0.02% -6,061 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 57,863 $10.8M 1.49% -209 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 57,487 $10.7M 3.93% -395 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 57,115 $10.7M 0.74% -642 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 56,770 $10.6M 0.88% +2,665 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 56,469 $10.5M 0.1% +20,453 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 56,448 $10.5M 0.07% -5,601 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 56,405 $10.5M 0.58% +562 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 56,285 $10.5M 3.34% -136 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 55,785 $10.4M 2.09% -3,539 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 55,780 $10.4M 4.45% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 55,776 $10.4M 5.34% +2,575 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 55,220 $10.3M 2.72% +22,382 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 55,192 $10.3M 1.2% +2,915 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 55,095 $10.3M 6.86% -742 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 54,900 $10.3M 1.51% +11,100 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 54,990 $10.3M 1.72% +4,830 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 54,889 $10.2M 2% -21,732 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 54,568 $10.2M 0.14% +20,246 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 54,726 $10.2M 4.87% +9,757 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 54,177 $10.1M 4.83% +5,316 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 54,109 $10.1M 3.14% +9,033 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 53,798 $10M 3.63% +1,386 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 53,722 $10M 0.29% -73,813 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 53,695 $10M 3.12% -21 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 53,224 $9.93M 1.19% +588 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 53,122 $9.91M 3.26% -2,670 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 53,097 $9.9M 2.21% -947 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 53,092 $9.9M 0.44% -2,270 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 53,000 $9.88M 3.09% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 52,961 $9.88M 1.44% +124 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 52,902 $9.87M 4.93% +1,894 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 52,777 $9.84M 0.61% +1,668 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 52,583 $9.81M 8.18% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 51,984 $9.74M 1.88% -1,263 13F-HR/A Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 51,749 $9.65M 1.56% +283 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 51,417 $9.59M 1.33% +719 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 51,005 $9.51M 0.53% +152 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 50,994 $9.51M 0.27% -332 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 50,939 $9.5M 0.2% -8,024 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 50,926 $9.5M 0.41% -1,971 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 50,397 $9.4M 1.28% -5,219 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 50,031 $9.33M 3.97% +1,337 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 49,991 $9.32M 5.68% +385 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 49,604 $9.25M 0.8% +7,793 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 49,564 $9.24M 1.29% +1,065 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 49,547 $9.24M 0.08% +20,552 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 49,289 $9.19M 0.05% +5,894 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 48,909 $9.12M 0.75% +3,261 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 48,592 $9.06M 0.12% -2,113 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 48,482 $9.04M 8.49% +1,356 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 48,293 $9.01M 0.26% -370 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 48,129 $8.98M 4.45% +3,256 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 47,823 $8.96M 2.38% +252 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 47,496 $8.86M 3.48% +2,697 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 47,426 $8.84M 2.49% +1,189 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 47,322 $8.82M 1.73% -254 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 47,192 $8.8M 0.49% +3,360 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 47,181 $8.8M 1.13% -1,106 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 47,081 $8.78M -589 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 46,817 $8.73M 1.55% -1,482 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,684 $8.71M 0.34% +320 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 46,590 $8.69M 3.24% -745 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 46,587 $8.69M 1.08% -4,142 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 46,318 $8.64M 0.01% +3,651 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 46,262 $8.63M 2.15% +1,798 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 46,242 $8.62M 2.36% -2,215 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 46,216 $8.62M 0.28% -12,251 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 46,203 $8.62M 2.43% +1,189 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 45,998 $8.58M 3.41% +737 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 45,848 $8.55M 4.03% +11,838 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 45,696 $8.52M 1.71% 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 45,181 $8.43M 1.55% -1,747 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 45,160 $8.42M 0.11% +5,186 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 44,694 $8.34M 0.09% +990 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 44,079 $8.22M 4.34% -480 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 44,078 $8.22M 0.03% +598 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 43,904 $8.19M 5.36% +356 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 43,659 $8.14M 4.16% -803 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 43,616 $8.13M 0.01% -75 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 43,281 $8.07M 0.59% +50 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 43,267 $8.07M 3.22% -141 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 43,226 $8.06M 1.89% -663 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 43,093 $8.04M 2.3% -954 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 42,825 $7.99M 0.53% +6,864 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 42,411 $7.91M 4.93% new 13F-HR Timeline