Rareview Capital LLC More: the full row for Rareview Capital LLC 158,809 $7.85M 4.39% +9,512 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 131,101 $7.83M 4.31% +32,536 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 130,723 $7.8M 3.53% +2,272 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 130,464 $7.79M 1.55% -457 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 130,197 $7.77M 0.88% +17,108 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 130,096 $7.77M 2.23% +340 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 129,754 $7.74M 0.5% +2,375 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 129,401 $7.72M 2.12% +470 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 129,255 $7.72M 0.53% -6,352 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 128,852 $7.69M 0.37% -1,702 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 128,631 $7.68M 4.42% +4,276 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 128,061 $7.64M 1.44% +4,383 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 134,176 $7.64M 0.51% +635 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 127,630 $7.62M 7.04% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 127,359 $7.6M 0.88% +7,392 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 127,189 $7.59M 0.62% -2,130 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 127,007 $7.58M 0.43% -5,149 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 126,199 $7.53M 0.88% +11,167 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 126,049 $7.52M 4.51% +10,610 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 125,922 $7.52M 4.75% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 125,606 $7.5M 0.16% +369 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 125,603 $7.5M 3.51% +6,268 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 138,328 $7.48M 0.3% +113,447 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 125,042 $7.46M 0.44% -2,408 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 125,038 $7.46M 3.48% +9,652 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 124,106 $7.41M 0.44% -40,501 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 123,606 $7.38M 0.37% -412 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 123,477 $7.37M 4.61% -6 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 123,457 $7.37M 2.04% -385 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 123,177 $7.35M 1.52% -608 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 122,473 $7.31M 0.09% -19,481 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 122,484 $7.31M 3.66% +2,132 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 122,146 $7.29M 2.51% +22,569 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 121,524 $7.25M 4.89% +99,640 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 121,502 $7.25M 1.37% +12,640 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 121,465 $7.25M 0.04% +9,383 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 121,356 $7.24M 3.49% 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 121,270 $7.24M 0.36% +1,634 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 121,090 $7.23M 0.52% +1,879 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 120,768 $7.21M 1.72% -2,994 13F-HR/A Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 119,292 $7.12M 0.59% -1,125 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 119,197 $7.11M 1.49% -627 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 119,138 $7.11M 1.05% -1,653 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 118,862 $7.09M 1.45% +2,715 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 118,566 $7.08M 0.11% +16,801 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 118,209 $7.06M 1.58% +15,155 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 117,531 $7.02M 0.39% +147 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 117,311 $7M 0.06% -3,373 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 116,486 $6.95M 4.16% -683 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 116,387 $6.95M 4.52% -11,278 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 116,373 $6.95M 0.6% -1,835 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 116,306 $6.94M 0.3% -11,061 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 116,148 $6.93M 3.72% 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 116,117 $6.93M 5.96% +4,836 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 115,634 $6.9M 1.32% -1,344 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 115,190 $6.88M 1.62% +7,134 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 115,122 $6.87M 1.47% +4,042 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 114,285 $6.82M 1.17% +278 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 114,250 $6.82M 0.24% -2,010 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 113,991 $6.8M 3.4% +3,016 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 113,909 $6.8M 0.61% -2,550 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 113,642 $6.78M 0.19% -7,937 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 113,403 $6.77M 1.39% +3,273 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 112,874 $6.74M 0.21% -934 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 112,336 $6.71M 0.7% -3,300 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 111,824 $6.67M 2.75% +2,948 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 111,533 $6.66M 0.43% -740 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 111,277 $6.64M 0.44% +14,288 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 111,203 $6.64M 1.59% -560 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 111,200 $6.64M 0.2% +1,133 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 110,790 $6.61M 0.45% -1,640 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 111,715 $6.61M 3.37% -2,871 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 122,299 $6.61M 0.18% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 110,483 $6.59M 1.94% +2,905 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 110,175 $6.58M 2.8% +2,434 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 110,044 $6.57M 2.65% +2,476 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 109,493 $6.54M 0.06% +481 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 109,461 $6.53M 1.32% -42,046 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 109,434 $6.53M 0.03% +8,752 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 108,812 $6.49M 2.17% +4,399 13F-HR Timeline Trust Co More: the full row for Trust Co 108,515 $6.48M 0.58% +3,152 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 109,312 $6.47M 1.31% -1,505 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 108,318 $6.47M 1.02% -5,379 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 107,502 $6.42M 0.1% +670 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 107,407 $6.41M 0.17% +7,308 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 107,178 $6.4M -16,586 Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 106,767 $6.37M 4.15% +1,319 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 106,055 $6.33M 3.97% +8,811 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 105,852 $6.32M 0.29% +4,065 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 105,818 $6.32M 4.33% +8,773 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 106,332 $6.3M 1.41% +1,759 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 105,475 $6.3M 1.85% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 105,337 $6.29M 0.46% -6,450 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 105,579 $6.28M 0.16% +22,941 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 104,638 $6.25M 0.17% +13,187 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 104,479 $6.24M 0.88% +134 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 104,475 $6.24M 0.8% -679 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 104,413 $6.23M 3.43% -3,972 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 103,944 $6.2M 0.22% +2 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 103,619 $6.19M 0.38% +1,140 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 103,437 $6.17M 0.16% -12,080 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 103,168 $6.16M 1.15% +171 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 103,000 $6.15M 2.19% -31,100 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 102,845 $6.14M 3.05% +713 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 102,779 $6.13M 1.83% -340 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 102,335 $6.11M 0.67% +1,562 13F-HR/A Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 102,224 $6.1M 0.59% +4,195 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 102,148 $6.1M 0.22% -2,824 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 102,044 $6.09M 1.01% -1,164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 102,026 $6.09M 2.43% -356 13F-HR Timeline SWS Partners More: the full row for SWS Partners 101,985 $6.09M 1.31% -1,232 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 101,975 $6.09M 0.45% -48 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 101,607 $6.06M 1.2% +1,535 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 101,129 $6.04M 0.46% -218,245 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 101,014 $6.03M 1.1% +174 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 100,884 $6.02M 3.27% +8,503 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 100,804 $6.02M 0.23% +10,025 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 100,691 $6.01M 2.16% +8,839 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 100,521 $6M 3.69% -1,079 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 100,493 $6M 0.01% +85,080 13F-HR Timeline Group Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 100,400 $5.99M 1.82% -1,180 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 100,382 $5.99M 0.25% +10,948 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 99,963 $5.97M 0.08% +23,952 13F-HR Timeline Group Marino Management, LLC More: the full row for Marino Management, LLC 100,287 $5.93M 1.24% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 99,374 $5.93M 0.26% -6,587 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 99,114 $5.92M 0.03% -10,668 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 99,074 $5.91M 0.5% -3,178 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 98,745 $5.89M 2.61% +5,257 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 97,845 $5.84M 1.88% +36,274 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 97,673 $5.83M 0.1% +649 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 97,586 $5.82M 0.45% +7,908 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 97,473 $5.82M 0.91% +76,034 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 97,327 $5.81M 1.98% -6,524 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 97,196 $5.8M 0.29% +1,305 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 97,117 $5.8M 4.3% +3,773 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 97,012 $5.79M 4.71% 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 96,696 $5.77M 3.25% -1,869 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 96,699 $5.76M 0.02% +11,772 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 96,284 $5.75M 0.23% +1,090 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 95,814 $5.72M 4.33% -6,942 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 95,572 $5.7M 2.23% +10,044 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 95,385 $5.69M 0.2% +2,953 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 95,200 $5.68M 0.81% -2,151 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 94,877 $5.66M 0.07% +17,581 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 94,424 $5.64M 0.09% -295 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 94,353 $5.63M 0.04% +6,000 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 94,313 $5.63M 0.26% +5,716 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 93,407 $5.58M 2.31% +558 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 93,210 $5.56M 0.96% -1,733 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 92,200 $5.5M 2.57% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 92,125 $5.5M 0.35% +52 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 91,691 $5.47M 0.04% +1,289 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 91,637 $5.47M 0.36% -25,477 13F-HR/A Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 91,387 $5.45M 3.44% +612 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 91,267 $5.45M 0.02% -7,430 13F-HR Timeline Group KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 91,096 $5.44M 2.39% +12,049 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 90,738 $5.42M <0.01% -24,985 13F-HR Timeline Group Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 90,658 $5.41M 4.23% -2,306 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 90,489 $5.4M 0.64% -2,351 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 89,903 $5.37M 0.18% -3,033 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 88,537 $5.28M 1.1% +2,118 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 88,304 $5.27M 2.98% -2,376 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 88,169 $5.26M 0.87% -575 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 88,004 $5.25M 0.39% -15,287 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 87,234 $5.24M 3.7% +516 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 87,481 $5.22M 0.51% -176 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 87,479 $5.22M 0.3% -1,500 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 86,952 $5.19M 2.56% +16,185 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 86,820 $5.18M 0.1% +4,493 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 86,763 $5.18M 0.15% +2,725 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 86,554 $5.17M 3.31% -3,005 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 86,459 $5.16M 2.96% -694 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 85,839 $5.12M 3.4% +1,781 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 85,527 $5.11M 0.51% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 85,294 $5.09M 0.28% -1,172 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 85,296 $5.09M 2.86% +9,887 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 85,133 $5.08M 2.77% +6,091 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 84,936 $5.07M 3.06% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 84,782 $5.06M 1.27% +4,565 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 84,507 $5.04M 1.87% +28,111 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 84,090 $5.02M 0.95% +5,713 13F-HR Timeline Elmwood Wealth Management, Inc. 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