BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 231,843 $12.5M 0.51% +1,704 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 231,501 $12.4M 1.15% -21,992 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 231,329 $12.4M 0.78% +4,878 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 229,734 $12.4M 0.13% +80,164 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 229,260 $12.3M 8.41% -48,648 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 228,998 $12.3M 6.56% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 228,175 $12.3M 0.26% +35,152 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 228,161 $12.3M 4.3% +3,703 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 227,963 $12.3M 0.46% +3,061 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 227,047 $12.2M 0.2% +88,042 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 226,954 $12.2M 0.24% +110,982 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 226,667 $12.2M 2.05% +4,291 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 226,311 $12.2M 3.01% 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 225,745 $12.1M 7.89% +5,896 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 223,703 $12M 0.92% -1,981 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 223,085 $12M 0.1% +21,092 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 222,752 $12M 1.99% +5,300 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 221,991 $11.9M 0.8% -1,075 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 221,612 $11.9M 0.69% +6,361 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 220,793 $11.9M 0.16% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 219,297 $11.8M 5.59% +1,088 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 219,208 $11.8M 3.53% +37,446 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 217,894 $11.7M 2.45% +188,804 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 217,376 $11.7M 0.33% -48,155 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 215,513 $11.6M 3.58% +6,847 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 215,362 $11.6M 2.83% -4,495 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 215,068 $11.6M 2.06% +10,179 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 214,938 $11.6M 0.49% +75,342 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 213,726 $11.5M 2.75% -262 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 213,675 $11.5M 1.85% -20,551 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 213,657 $11.5M 1.51% -1,193 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 213,386 $11.5M 1.85% -1,222 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 209,349 $11.3M 2.51% +6,287 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 208,973 $11.2M 0.1% +7,132 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 208,320 $11.2M 2.35% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 206,600 $11.1M 0.21% +1,679 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 205,349 $11M 2.24% +19,923 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 204,971 $11M 1.21% -14,256 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 204,503 $11M 3.39% +95,152 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 204,455 $11M 3.21% +1,061 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 204,263 $11M 6.22% +4,425 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 203,763 $11M 1.25% +10,930 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 194,323 $10.9M 1.33% +22,708 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 203,424 $10.9M 1.26% +67 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 203,140 $10.9M 4.27% -1,380 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 202,972 $10.9M 0.69% -37 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 201,409 $10.8M 0.61% +5,727 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 201,060 $10.8M 2.85% +5,327 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 200,630 $10.8M 0.93% +4,263 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 199,871 $10.7M 2.24% +1,605 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 199,612 $10.7M 3.06% -5,312 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 199,015 $10.7M 4.77% +2,946 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 198,753 $10.7M 0.01% +181,824 13F-HR Timeline Group American Trust More: the full row for American Trust 198,235 $10.7M 0.9% -7,271 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 197,747 $10.6M 1.22% +12,833 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 197,209 $10.6M 0.29% +12,473 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 197,181 $10.6M 3.51% -1,974 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 196,446 $10.6M 6.19% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 196,161 $10.5M 0.7% +5,630 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 195,633 $10.5M 0.12% +191,341 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 195,143 $10.5M 1.51% -12,906 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 194,691 $10.5M 3.09% -1,598 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 192,540 $10.4M 0.21% -29,295 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 190,317 $10.2M 1.95% -1,410 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 190,266 $10.2M 1.34% +3,354 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 189,610 $10.2M 3.19% +28,532 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 188,598 $10.1M 5.34% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 188,332 $10.1M 2% -1,061 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 184,068 $10.1M 0.02% 0 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 187,889 $10.1M 2.83% +7,901 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 187,657 $10.1M 0.03% +2,277 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 187,646 $10.1M 0.39% +14,633 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 288,522 $10M 0.24% +5,122 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 185,923 $10M 0.11% -7,963 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 185,641 $9.98M 1.12% +5,995 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 184,903 $9.93M 0.86% -8,403 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 184,442 $9.92M 0.16% 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 183,996 $9.89M 2.55% 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 183,850 $9.88M 1.42% +81,975 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 183,622 $9.87M 0.75% +5,760 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 182,848 $9.83M 0.34% +2,993 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 182,604 $9.82M 0.43% -6,867 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 182,545 $9.81M 0.68% +59,401 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 181,796 $9.77M 0.09% -107,287 13F-HR Timeline Group Standard Family Office LLC More: the full row for Standard Family Office LLC 181,722 $9.77M 10.38% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 181,580 $9.76M 0.64% -2,215 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 181,448 $9.75M 0.86% +480 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 181,105 $9.74M 8.6% +44,383 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180,889 $9.72M 2.07% 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 180,373 $9.7M 1.03% +19,509 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 180,146 $9.68M 0.64% +5,404 13F-HR/A Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 179,860 $9.67M 5.6% +7,624 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 179,827 $9.67M 2.52% +5,092 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 179,776 $9.66M 5.94% +8,897 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 179,160 $9.63M 3.5% +8,598 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 178,573 $9.6M 7.97% -2,504 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 177,522 $9.54M 1.26% -6,438 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 176,458 $9.49M 0.32% +311 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 176,386 $9.48M 0.04% +18,639 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 176,178 $9.47M 1.79% -1,478 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 175,872 $9.45M 8.87% 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 175,184 $9.42M 2.16% -14,661 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 174,333 $9.37M 0.68% +3,793 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 173,240 $9.31M 5.31% -3,592 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 172,545 $9.28M 0.18% -11,114 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 172,202 $9.26M 0.12% -4,945 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 172,133 $9.25M 0.05% +17,206 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 166,402 $9.2M 5.37% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 170,852 $9.18M 0.19% +205 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 170,000 $9.14M 0.35% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 168,983 $9.08M 0.18% +25,469 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 168,152 $9.04M 0.22% +2,605 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 168,119 $9.04M 3.79% +6,686 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 167,983 $9.03M 2.73% +1,493 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 166,326 $8.94M 0.22% +11,845 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 178,750 $8.84M 0.98% -28,120 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 164,274 $8.83M 0.73% +613 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 164,223 $8.83M 0.25% -9,966 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 163,821 $8.81M 6.19% -2,808 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 163,336 $8.78M 0.11% +49 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 163,321 $8.78M 0.02% +156,180 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 162,271 $8.72M 1.11% +746 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 161,548 $8.71M 2.37% +7,897 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 161,487 $8.68M 0.82% +99,956 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 160,845 $8.65M 0.73% +7,016 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 155,615 $8.6M 3.7% -2,264 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 159,996 $8.6M +5,704 Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 159,381 $8.57M 3.31% +17,991 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 159,128 $8.55M 2.93% 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 158,272 $8.51M 4.21% +1,806 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 157,991 $8.49M 1.37% +7,642 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 157,809 $8.48M 2.97% +2,806 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 157,677 $8.48M 1.13% +7,042 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 157,399 $8.46M 0.99% +1,029 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 156,643 $8.42M 1.3% -8,226 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 156,501 $8.41M 3.24% +4,420 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 156,049 $8.39M 0.47% +3,167 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 155,876 $8.38M 2.26% +19,526 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 155,551 $8.36M 2.47% +144,018 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 155,521 $8.36M 2.18% -3,436 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 154,327 $8.3M 5.6% -800 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 154,199 $8.29M 0.61% +9,159 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 153,066 $8.23M 2.48% -5,418 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 152,969 $8.22M 0.06% -62,485 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 152,745 $8.21M 1.43% +51,401 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 152,525 $8.2M 0.87% +692 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 152,077 $8.18M 1.84% -1,927 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 152,029 $8.17M 1.64% +6,046 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 150,000 $8.06M 0.29% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 149,785 $8.05M 0.12% +8,369 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 149,512 $8.04M 2.45% +14,744 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 148,452 $7.99M 3.39% +22,714 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 148,335 $7.97M 4.04% +2,611 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 147,252 $7.92M 2.37% -3,686 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 146,614 $7.88M 0.1% +52 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 146,393 $7.87M 3.52% -10,945 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 146,212 $7.86M +51,972 Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 146,068 $7.86M 5.13% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 146,080 $7.85M 0.14% +2,937 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 144,732 $7.78M 2.25% +2,714 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 143,195 $7.7M 1.77% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 142,820 $7.68M 4.91% +4,865 13F-HR/A Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 142,767 $7.68M 2.19% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 142,085 $7.64M 0.11% +11,696 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 141,743 $7.62M 4.19% +6,051 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 141,391 $7.6M 0.35% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 141,387 $7.6M 2.76% +37,918 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 141,370 $7.6M 0.23% -3,110 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 140,332 $7.54M 4.26% +2,472 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 140,133 $7.53M 0.22% +29,198 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 139,983 $7.53M 5.6% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 139,261 $7.49M 0.46% -1,540 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 139,035 $7.47M 0.41% +39,306 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 139,022 $7.47M 0.81% +3,872 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 138,244 $7.43M 1.59% +132,555 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 138,045 $7.42M 3.76% +7,043 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 131,513 $7.42M 1.84% +15,273 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 136,991 $7.36M 0.14% -54,309 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 136,155 $7.32M 0.55% +223 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 135,004 $7.26M 0.5% -190 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 134,531 $7.23M 0.13% -10,769 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 134,341 $7.22M 3.11% +1,700 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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