Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 19,830 $9.52M 0.83% +356 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 19,810 $9.5M 2.36% -1,220 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19,662 $9.43M 3.07% -1,711 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 19,584 $9.39M 3.57% +6,450 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,446 $9.33M 0.22% +1,222 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 19,189 $9.2M 7.65% +1,022 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 19,111 $9.17M 5.92% -30 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 19,098 $9.16M 0.11% -3,647 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19,090 $9.16M 2.62% -84 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,070 $9.15M 3.38% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 19,006 $9.12M 1.21% +652 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 18,983 $9.1M 6.24% +5,500 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,874 $9.06M 0.3% +15,428 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,812 $9.02M 0.48% +930 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 18,780 $9.02M 0.17% +719 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,798 $9.02M 2.39% +534 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 18,717 $8.98M 12.01% -541 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 18,565 $8.9M 5.5% -111 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,475 $8.86M 0.47% -82 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 18,462 $8.85M 2.5% +1,316 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 18,439 $8.85M 6.8% -2,472 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,429 $8.84M 2.32% -66 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 18,338 $8.81M 1.06% -2,376 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 18,364 $8.81M 4.59% +5,023 13F-HR/A Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 18,313 $8.78M 0.77% -37 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,233 $8.74M 0.67% +705 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,206 $8.73M 0.41% +1,260 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 18,183 $8.72M 0.32% -59 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,159 $8.71M 0.3% -698 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,134 $8.7M 0.25% +4,286 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,115 $8.69M 0.28% -7,395 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18,083 $8.68M 1.68% -483 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 18,083 $8.67M 0.44% -105 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 18,046 $8.66M 0.98% +166 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 18,036 $8.65M 4.03% -484 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,964 $8.62M 0.4% +7,763 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 17,898 $8.58M 0.71% +2,918 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 17,833 $8.55M 3.19% -611 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 17,712 $8.49M 1.27% +306 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 17,594 $8.44M 1.87% +2,888 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 17,553 $8.42M 5.99% +1,864 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 17,521 $8.41M 0.73% -296 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17,515 $8.4M 0.11% +13,805 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 16,838 $8.39M 2.82% +2,168 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 17,422 $8.36M 5.47% -630 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,406 $8.35M 0.4% -5,668 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 17,389 $8.34M 1.04% -2,745 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 17,341 $8.32M 1.21% -341 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,394 $8.32M 0.51% +3,405 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 17,256 $8.28M 3.54% +10 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,156 $8.23M <0.01% +3,269 13F-HR Timeline Group Scott & Selber, Inc. 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More: the full row for LifePlan Investment Advisors, Inc. 16,618 $7.97M 3.34% +1,690 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 16,595 $7.96M 2.68% +3,589 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,586 $7.96M 0.23% +2,120 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,584 $7.95M 2.88% -714 13F-HR Timeline HTG Investment Advisors, Inc. 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More: the full row for SBI Securities Co., Ltd. 15,844 $7.6M 0.19% +399 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,007 $7.56M 0.41% +26 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 15,638 $7.5M 1.26% -138 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,624 $7.49M 1.8% +795 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 15,599 $7.48M 5.55% +120 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,433 $7.4M 0.94% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,389 $7.38M 1.03% +178 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 15,382 $7.38M 2.09% +7,144 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,239 $7.31M 7.1% -179 13F-HR Timeline Kelman-Lazarov, Inc. 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More: the full row for Willis Johnson & Associates, Inc. 14,622 $7.01M 0.43% -185 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 14,613 $7.01M 5.01% -421 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,602 $7M 0.13% +4,031 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,589 $7M 1.25% -537 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 14,551 $6.98M 1.62% +2,404 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,415 $6.91M 0.95% -33 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,405 $6.91M 0.47% +716 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,346 $6.88M 1.05% -56 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,336 $6.88M 0.26% -282 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,308 $6.86M 0.36% +277 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 14,249 $6.83M 4.24% -234 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 14,183 $6.8M 1.65% +551 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,178 $6.8M 2.59% -1,192 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 14,168 $6.8M 2.99% -30 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 14,149 $6.79M 4.11% +59 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,090 $6.76M 0.08% +1,498 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,027 $6.73M 0.11% +1,986 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 13,990 $6.71M 3.2% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,974 $6.7M 0.11% +136 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 13,948 $6.69M 4.57% +619 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 13,913 $6.67M 0.6% -351 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,907 $6.67M 0.03% +2,240 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 13,864 $6.65M 0.2% -448 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 13,862 $6.65M 4.13% -14,706 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,816 $6.63M 0.22% +4,013 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 13,771 $6.6M 0.29% +2,167 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,762 $6.6M 0.04% -981 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,700 $6.57M 3.31% +4,509 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,603 $6.52M 0.77% -1,548 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,509 $6.48M 0.02% -586 13F-HR Timeline Group Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 13,476 $6.46M 1.17% -8 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,428 $6.44M 0.23% -10,623 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,423 $6.44M 0.2% -544 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 13,102 $6.42M 1.67% +508 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,358 $6.41M 0.14% -7,437 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,317 $6.39M 0.49% +154 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 13,189 $6.33M 0.07% +4,738 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 13,144 $6.3M 3.35% -471 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,125 $6.29M 0.12% -131 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,091 $6.28M 0.8% -82 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 13,039 $6.25M 2.14% +319 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,914 $6.19M 0.88% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,914 $6.19M 0.06% +11,914 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 12,894 $6.18M 2.61% -1,095 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 12,892 $6.18M 0.53% -264 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 12,837 $6.16M 2.82% -316 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,773 $6.13M 0.19% +822 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 12,750 $6.12M 2.31% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,976 $6.04M 1.62% +76 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,527 $6.01M 0.12% -175 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,514 $6M 3.48% +240 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,491 $5.99M 0.4% -200 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,014 $5.95M 1% +771 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,408 $5.95M 1.19% -13 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 12,402 $5.95M 2.29% -30 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 12,398 $5.95M 4.52% -1,080 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,391 $5.94M 1.34% -22 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,380 $5.94M 0.7% -666 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,330 $5.91M 0.08% +1,924 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 12,306 $5.9M 2.49% +150 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,276 $5.89M 0.09% -3,375 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,268 $5.88M 0.14% -15,855 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,195 $5.88M 0.22% +43 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 12,241 $5.88M 2.76% 0 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 11,833 $5.87M 2.89% -18 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 12,213 $5.86M 0.94% -303 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 12,189 $5.85M 2.47% 0 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,150 $5.83M 2.93% +706 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,142 $5.82M 1.05% +1,550 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 11,662 $5.82M 1.74% -2,611 13F-HR Timeline NESTEGG ADVISORS, INC. 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