Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 119,782 $5.92M 0.82% +16,258 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 119,697 $5.92M 2.7% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 119,539 $5.91M 3.32% -886 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 118,579 $5.88M 1.14% -22,501 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 118,567 $5.86M 3.41% -5,003 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 118,482 $5.86M 0.72% -22,870 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 118,450 $5.86M 1.9% +6,630 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 117,657 $5.82M 0.53% -13,335 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 117,023 $5.79M 1.06% +2,657 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 116,448 $5.76M 1.5% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 115,731 $5.72M 0.13% -7,510 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 115,671 $5.72M 1.75% -2,383 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 115,407 $5.71M 1.15% +3,544 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 115,193 $5.7M 0.65% +1,225 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 115,027 $5.69M 2.79% +4,237 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 114,518 $5.66M 0.42% -372 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 114,188 $5.65M 0.54% -1,719 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 114,102 $5.64M 0.49% +9,204 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 113,749 $5.63M 0.01% new 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 113,707 $5.62M 1.03% +3,905 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 113,388 $5.61M 0.05% +4,666 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 113,279 $5.6M 3.59% -2,464 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 113,039 $5.59M 2.88% -1,283 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 113,003 $5.59M 1.44% +4,351 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 112,776 $5.58M 1.27% +1,075 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 112,340 $5.56M 3.38% +3,298 13F-HR Timeline S&CO INC More: the full row for S&CO INC 111,972 $5.54M 0.36% +599 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 111,643 $5.52M 1.15% +3,344 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 111,608 $5.52M 0.9% +4,097 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 111,601 $5.52M 3.67% +6,416 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 110,937 $5.49M 0.13% +13,172 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 110,200 $5.45M 2.96% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 110,100 $5.45M 0.19% +15,379 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 109,951 $5.44M 0.16% +4,183 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 109,602 $5.42M 2.11% +27,077 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 109,579 $5.42M 2.1% -91 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 109,487 $5.42M 0.97% +32,854 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 108,964 $5.39M 1.39% +1,201 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 108,960 $5.39M 1.69% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 108,842 $5.38M 0.17% +515 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 108,791 $5.38M 0.63% +186 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 108,815 $5.37M 2.04% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 108,542 $5.37M 4.03% +5,428 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 108,170 $5.35M 0.02% +31,637 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 107,989 $5.34M 0.3% -571 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 107,656 $5.32M 0.13% -8,425 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 107,644 $5.32M 0.33% -314 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 107,616 $5.32M 0.17% +1,723 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 107,490 $5.32M 0.24% +33,153 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 107,470 $5.32M 0.07% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 107,272 $5.31M 0.03% +2,531 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 106,965 $5.29M 0.58% -2,125 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 106,700 $5.28M 3.03% +718 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 106,346 $5.26M 0.23% -394 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 106,066 $5.25M 0.85% +10,311 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 106,042 $5.24M 0.47% +996 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 105,496 $5.22M 0.85% +1,211 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 105,073 $5.2M 0.34% -1,130 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 104,938 $5.19M 1.2% -2,060 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 104,743 $5.18M 0.39% +259 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 104,704 $5.18M 2.19% -7,161 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 104,642 $5.18M 0.09% -23,912 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 104,514 $5.17M 1.63% +8,152 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 104,436 $5.17M 0.1% +34,624 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 104,122 $5.15M 2.65% -1,462 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 103,720 $5.13M 1.02% -1,109 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 103,482 $5.12M 0.84% +2,266 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 103,328 $5.11M 4.34% -524 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 102,872 $5.09M 3.56% +19,958 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 102,351 $5.06M 3.09% -20,841 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102,333 $5.06M 0.24% -1,030 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 102,029 $5.05M 1.18% -6,874 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 101,658 $5.03M 0.11% +65,762 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 101,580 $5.02M 1.62% 0 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 101,344 $5.01M 1.71% +13,011 13F-HR Timeline Trust Co More: the full row for Trust Co 101,297 $5.01M 0.57% -119,866 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 101,166 $5M 0.33% +16,820 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 101,152 $5M 2.68% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 101,095 $5M 1.06% +46,665 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 101,093 $5M 1.23% -73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 101,016 $5M 1.16% +80,095 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 100,928 $4.99M 0.79% -22,227 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 100,808 $4.99M 0.09% -22,314 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 99,776 $4.93M 1.76% -15 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 99,602 $4.93M 0.33% +2,654 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 99,390 $4.92M 0.7% +7,139 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 99,389 $4.92M 0.71% -4,675 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 99,259 $4.91M 0.63% -10,524 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 98,997 $4.9M 1.04% -2,516 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 98,952 $4.89M 0.59% +191 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 98,619 $4.88M 3.14% -1,250 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 97,883 $4.84M 1.22% -668 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 97,576 $4.83M 0.24% -8,701 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 97,324 $4.81M 0.28% +849 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 97,079 $4.8M 0.61% -950 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 96,774 $4.79M 0.57% +3,467 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 96,324 $4.76M 0.17% -736 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 95,804 $4.74M 1.66% +11,642 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 95,551 $4.73M 2.15% +8,065 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 95,482 $4.72M 1.88% -2,605 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 95,202 $4.71M 0.58% -8,461 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 95,066 $4.7M 0.23% -31,431 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 94,402 $4.67M 0.07% -5,855 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 94,131 $4.66M 0.4% +136 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 94,067 $4.65M 0.13% -15,315 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 94,061 $4.65M 2.09% 13F-HR Timeline SWS Partners More: the full row for SWS Partners 93,905 $4.64M 1.25% +10,586 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 93,602 $4.63M 1.81% -134 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 93,272 $4.61M 2.97% +30,912 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 93,158 $4.61M 0.19% -5,238 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 92,937 $4.59M 0.4% +26,843 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 92,416 $4.57M 0.3% -247 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 92,159 $4.56M 0.3% -23,883 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 92,133 $4.56M 4.23% +4,417 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 92,069 $4.55M 0.2% -133 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 91,782 $4.54M 0.03% +934 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 91,631 $4.53M 2.96% -520 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 91,635 $4.53M 1.87% +1,205 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 91,394 $4.52M 3.81% +21,072 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 91,168 $4.51M 1.92% -2,873 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 90,913 $4.5M 0.36% +8 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 90,908 $4.5M 1.23% +5,591 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 90,894 $4.5M 4.2% 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 90,623 $4.48M 0.55% +851 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 90,572 $4.48M 0.55% -1,892 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 90,542 $4.48M 0.25% -3,773 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 90,076 $4.48M 0.26% +38,655 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 90,372 $4.47M 0.17% +2,408 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. 90,310 $4.47M 0.1% +415 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 89,563 $4.43M 0.58% -33,026 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 86,765 $4.4M 2.47% -1,447 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 88,776 $4.39M 0.14% -3,137 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 88,733 $4.39M 1.71% -803 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 88,398 $4.37M 3.51% +7,126 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 87,137 $4.36M 3.84% -4,000 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 87,753 $4.34M 0.69% -17,214 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 87,584 $4.33M 0.24% +1,756 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 87,030 $4.3M 3.19% +1,485 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 86,965 $4.3M 0.84% +27,239 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 86,918 $4.3M 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 86,774 $4.29M 0.13% +1,780 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 86,743 $4.29M 0.23% new 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 86,686 $4.29M 3.29% +1,693 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 86,621 $4.28M 0.03% -2,139 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 86,531 $4.28M 0.04% +27,578 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 86,434 $4.28M 0.33% -615 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 86,117 $4.26M 2.86% -11 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 85,777 $4.24M 4.31% +6,575 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 85,567 $4.23M 0.1% -389 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 85,398 $4.22M 3.64% -6,855 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 85,360 $4.22M 0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 84,983 $4.2M 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 84,768 $4.19M 0.11% +2,003 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 83,230 $4.12M 0.5% -13,228 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 83,171 $4.11M 1.61% -79,132 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 82,661 $4.09M 1.92% -2,075 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 82,638 $4.09M 2% -1,329 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 82,167 $4.06M 1.01% -1,655 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 81,960 $4.05M 1.82% +5,880 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 81,740 $4.04M 2.71% -1,193 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 81,229 $4.02M 0.36% -25,216 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 81,068 $4.01M 0.63% -499 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80,803 $4M 1.32% +28,663 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 80,106 $3.96M 2.45% -498 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 80,049 $3.96M 1.23% +9,855 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 80,047 $3.96M 0.31% -27 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 79,455 $3.93M 1.91% -13,710 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 79,109 $3.92M 0.82% -370 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 78,719 $3.89M 0.03% +1,168 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 78,646 $3.89M 0.41% +7,395 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 78,065 $3.86M 2.76% +3,081 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 77,957 $3.86M 0.17% +286 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 77,491 $3.83M 0.16% -2,414 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 76,847 $3.8M 0.7% -499 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 76,783 $3.8M 3.43% -896 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 76,537 $3.79M 0.96% -615 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 76,494 $3.78M 1.82% +33,712 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 76,286 $3.77M 0.67% +72 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 76,159 $3.77M 2.8% +3,223 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 76,149 $3.77M 0.15% -1,570 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 76,030 $3.76M 1.84% +7,641 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 75,768 $3.75M 2.96% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 75,651 $3.74M 0.95% -1,356 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 75,149 $3.72M 0.32% +1,548 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 74,746 $3.7M 0.34% +446 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 73,883 $3.65M 0.12% -99 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 73,399 $3.63M 1.09% -8,823 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 73,301 $3.63M 0.05% -12,183 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 73,253 $3.62M 0.4% +4,240 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 73,034 $3.61M 1.14% -355 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 72,959 $3.61M 0.16% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 72,862 $3.6M 0.48% +14,041 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 72,391 $3.58M 0.91% -3,027 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 72,341 $3.58M 0.32% +4,347 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 72,184 $3.57M 0.34% -3,240 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 71,994 $3.56M 1.78% +209 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 71,323 $3.53M 2.39% +1,646 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 71,247 $3.52M 1.41% +7,421 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 71,167 $3.52M 1.69% -1,299 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 70,804 $3.5M 0.55% -3,280 13F-HR Timeline