Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 42,636 $7.36M 1.52% -859 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 42,430 $7.33M 0.67% +4,142 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 42,213 $7.29M 0.05% +8,552 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 42,135 $7.28M 2.18% +2,126 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 41,615 $7.19M 1.47% +153 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 41,497 $7.16M 2.82% +3,464 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 41,281 $7.13M 1.99% +2,786 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 41,133 $7.11M 0.46% +5,242 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 41,042 $7.09M 2.55% +8,457 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 40,483 $6.99M 0.94% -3,540 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Forbes Financial Planning, Inc. 39,795 $6.87M 5.09% -878 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 39,702 $6.86M 2.83% +1,807 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 39,699 $6.86M 2.23% +1,541 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 39,585 $6.84M 2.29% +1,720 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 39,523 $6.83M 0.01% -3,764 13F-HR Timeline Group Semmax Financial Advisors Inc. 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More: the full row for Kovack Advisors, Inc. 38,723 $6.69M 0.71% -319 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 38,722 $6.69M 1.94% -691 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 38,709 $6.69M 2.27% +12,481 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 38,671 $6.68M 0.1% +1,240 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 38,212 $6.6M 5.31% +194 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 38,145 $6.59M 1.38% +8,475 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 38,143 $6.59M 0.61% -10,174 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 37,485 $6.48M 3.26% +1,982 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 37,468 $6.47M 0.55% -220 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 37,059 $6.4M 1.45% +357 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 36,928 $6.38M 3.5% +214 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 32,485 $6.37M 2.66% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 36,818 $6.36M 0.46% +17,508 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 36,662 $6.33M 2.14% -398 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 36,600 $6.32M 0.03% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 36,562 $6.32M 2.35% -516 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 36,100 $6.24M 0.47% -603 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,897 $6.2M 0.48% +820 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,819 $6.19M 0.33% +143 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 35,731 $6.17M 1.62% -886 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 35,641 $6.16M 0.47% +6,549 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 35,597 $6.15M 0.64% +30,200 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 35,573 $6.14M 1.57% -3,124 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 35,524 $6.14M 0.9% +2,306 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 35,439 $6.12M 0.63% +1,417 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 35,366 $6.11M 0.48% +228 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 35,010 $6.05M 0.46% +1,287 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 34,776 $6.01M 5% +1,100 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 34,742 $6M 1.04% +4,133 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 34,513 $5.96M 1.19% -290 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 34,511 $5.96M 3.9% +25,453 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for TFR Capital, LLC. 33,963 $5.87M 2.44% -12,053 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 33,901 $5.86M 1.17% -375 13F-HR/A Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 33,818 $5.84M 5.46% +305 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 33,707 $5.82M 0.54% -1,068 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 33,270 $5.75M 3.63% -1,415 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 33,193 $5.73M 0.69% -1,889 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 33,092 $5.72M 0.33% -1,125 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Beaumont Asset Management, L.L.C. 31,074 $5.37M 3.24% +578 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 31,015 $5.36M 0.09% +2,061 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 30,787 $5.32M 4.97% +1,532 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 30,781 $5.32M 0.17% +1,278 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 30,752 $5.31M 2.5% -11,616 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 30,547 $5.28M 2.21% +3,850 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 30,519 $5.27M 0.22% -207 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 30,436 $5.26M 1.3% +1,924 13F-HR Timeline Nikulski Financial, Inc. 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LLC. 24,273 $4.19M 0.01% -1,942 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 24,282 $4.19M 0.04% -1,006 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 23,970 $4.14M 2.05% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24,441 $4.14M 1.36% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. 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More: the full row for Quest 10 Wealth Builders, Inc. 22,246 $3.86M 4.13% -1,658 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 22,322 $3.86M 0.1% -13,007 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 22,289 $3.85M 1.77% +33 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 22,228 $3.84M 1.2% -268 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 22,202 $3.84M 1.87% -17,835 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 22,200 $3.83M 0.01% +10,600 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 22,997 $3.83M 2.01% new 13F-HR Timeline