BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 121,922 $9.07M 0.01% -43,959 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 119,865 $8.95M 2.01% +19,748 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 120,077 $8.93M 0.53% -5,894 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 117,798 $8.76M 0.3% -25,722 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 117,640 $8.75M 5.24% -12,265 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 114,902 $8.55M 0.02% +90,228 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 114,754 $8.53M 0.22% +23,332 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 114,598 $8.52M 0.43% -5,502 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 114,212 $8.49M 3.26% +9,952 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 114,073 $8.48M 4.42% +1,551 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 112,557 $8.37M 4.39% +108,415 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 144,901 $8.37M 0.19% +16,391 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 112,231 $8.35M 0.07% +17,257 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 111,961 $8.33M 0.44% +6,135 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 111,347 $8.28M 2.23% +2,214 13F-HR/A Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 111,286 $8.28M 4.97% -6,930 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 110,507 $8.22M 2.59% -3,262 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 110,166 $8.19M 4.55% -1,195 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 109,926 $8.18M 3.26% -17,736 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 109,839 $8.17M 6.78% +13,570 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 109,288 $8.13M 0.5% +23,471 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 109,034 $8.11M +104,857 Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 107,639 $8.01M 4.76% +7,410 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 107,307 $7.98M 0.06% -30,030 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 107,159 $7.97M 0.32% +17,969 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 106,368 $7.91M 1.75% -11,999 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 106,258 $7.9M 7.72% +1,292 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 106,000 $7.88M 0.51% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 105,448 $7.84M 0.18% -6,444 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 105,129 $7.82M 0.02% +90,101 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 103,160 $7.67M 0.31% +1,196 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 103,110 $7.67M 3.41% -648 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 102,786 $7.64M 0.04% +5,287 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 102,741 $7.64M 0.13% -22,061 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 102,602 $7.63M 0.01% -2,173 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 101,131 $7.52M 1.18% +7,437 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 100,737 $7.49M <0.01% -16,693 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 100,603 $7.48M 0.58% -1,209 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 100,495 $7.47M 6.96% -34,279 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 100,360 $7.46M 2.54% +6,186 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 99,349 $7.39M 1.96% +33,111 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 98,855 $7.38M 5.93% +12,440 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 98,961 $7.36M 0.45% -6,194 13F-HR Timeline City State Bank More: the full row for City State Bank 98,274 $7.31M 2.11% -6,151 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 98,138 $7.3M 0.08% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 97,382 $7.24M 0.1% +4,858 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 96,839 $7.2M 0.3% +3,291 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 96,669 $7.19M 3.88% +9,876 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 96,255 $7.16M 5.12% -9,186 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95,522 $7.1M 3.28% +9,221 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 94,856 $7.05M 1.37% +2,647 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 93,895 $6.98M 4.92% -510 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 93,673 $6.97M 0.1% +1,551 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 93,548 $6.96M 1.35% +1,280 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 93,516 $6.95M 4.59% +858 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 92,733 $6.87M 0.1% +9,299 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 91,940 $6.84M 2.29% +45,767 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 91,906 $6.84M 0.89% +3,126 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 91,601 $6.81M 3.99% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 91,102 $6.78M 0.01% +67,397 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 90,884 $6.76M 4.05% +13,982 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 90,582 $6.74M 1.26% +4,954 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 90,173 $6.71M 7.21% -1,424 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 89,905 $6.69M 0.99% +4,080 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 89,873 $6.68M 0.78% -3,820 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 89,444 $6.65M 6.21% +5,816 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 89,178 $6.63M 3.53% +20,662 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 88,532 $6.58M 0.29% +15,829 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 88,319 $6.57M 0.25% +4,007 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 88,072 $6.53M 0.4% -1,382 13F-HR/A Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 87,544 $6.51M 2.81% +3,904 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 86,995 $6.47M 0.47% -14,617 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 86,859 $6.46M 1.35% -21,932 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 86,294 $6.41M 4.06% 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 85,575 $6.36M 3.99% +2,874 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 85,459 $6.36M 0.44% -56 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 84,356 $6.27M 1.08% +144 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 84,270 $6.27M 0.7% -42,374 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 84,168 $6.26M 0.07% new 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 83,833 $6.23M 1.61% +18,236 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 83,654 $6.22M 0.19% -3,137 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 83,345 $6.2M 1.48% -418 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 82,900 $6.17M 1.22% -42,206 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 81,534 $6.06M 0.11% +7,210 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 81,432 $6.06M 0.76% +5,279 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 81,429 $6.06M 3% +16,023 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 80,606 $5.99M 1.83% +2,303 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 80,293 $5.97M 4.1% +2,703 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 80,200 $5.96M 0.85% -9,100 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 79,717 $5.93M 0.21% -2,491 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 79,392 $5.9M 0.48% +1,395 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 78,108 $5.81M 0.83% +3,655 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 78,058 $5.79M 3.6% +16,767 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 77,644 $5.77M 1.02% 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 76,583 $5.7M 1.28% 0 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 76,176 $5.67M 0.99% +27,331 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 76,059 $5.66M 2.05% +11,627 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 76,026 $5.65M 0.11% +10,989 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 75,780 $5.64M 0.34% -1,981 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 75,817 $5.63M 2.49% +6,090 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 75,521 $5.62M 1.95% +44,325 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 75,205 $5.59M 3.54% +2,760 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 74,817 $5.56M 0.49% -200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 74,477 $5.54M 0.12% -56,224 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 73,750 $5.53M 0.41% +1,400 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 73,680 $5.48M 0.02% +28,516 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 73,051 $5.47M 3.61% +1,579 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 73,426 $5.46M 4.14% +4,792 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 72,952 $5.42M 0.97% +69,865 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 72,940 $5.42M 0.25% +16,518 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 72,735 $5.41M 0.08% -215,627 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 72,721 $5.41M 0.24% -615 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 72,279 $5.38M 0.19% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 72,030 $5.36M 0.33% -26,630 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 71,917 $5.35M 0.69% +4,579 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 71,424 $5.31M 0.07% +331 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 71,072 $5.3M 0.47% -484 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 71,248 $5.3M 0.06% +29,505 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 71,123 $5.29M 2.78% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 71,032 $5.28M 3.37% -3,880 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 70,461 $5.26M 0.13% +787 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 69,717 $5.18M <0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 69,698 $5.18M 1.13% +8,977 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 69,698 $5.18M 2.33% new 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 69,608 $5.18M 3.01% +8,668 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 69,312 $5.15M 2.17% +37 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 68,775 $5.11M 1.21% +13,083 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 67,765 $5.04M 0.24% +886 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 67,644 $5.03M 0.74% +4,029 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 67,358 $5.01M 0.32% -1,816 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 67,308 $5.01M <0.01% -133,624 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 67,286 $5M 1.33% +688 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 67,069 $4.99M 3.26% +1,961 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 67,057 $4.99M 3.45% +57,813 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 66,763 $4.97M 0.13% +633 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 66,473 $4.94M 1.46% -1,319 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 66,099 $4.92M 0.78% -661 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 65,700 $4.89M 4.23% -551 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 64,797 $4.82M 1.61% +75 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 64,749 $4.81M 0.3% -486 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 64,451 $4.8M 0.05% +3,085 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 64,338 $4.78M 0.64% -1,593 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 63,909 $4.75M 0.17% +6,528 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 63,736 $4.74M 2.51% -2,647 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 63,451 $4.72M 1.41% -78,558 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 62,594 $4.66M 1.24% +609 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 62,035 $4.61M 0.31% -5,204 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 61,592 $4.58M 0.19% +2,152 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 61,586 $4.58M 0.63% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 61,582 $4.58M 3.16% +9,973 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 61,183 $4.55M 0.53% +5,187 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 61,086 $4.54M 0.28% -2,194 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 60,563 $4.5M 0.09% -12,426 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 59,756 $4.44M 3.61% +7,975 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 59,575 $4.43M 3.03% -451 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 59,541 $4.43M 1.54% +2,365 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 59,319 $4.41M 1.45% +332 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59,261 $4.41M 0.03% +31,290 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 59,200 $4.4M 1.15% +2,365 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 59,153 $4.4M 1.47% -274 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 59,144 $4.4M 3.74% +511 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 58,796 $4.37M 0.05% +4,713 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 58,425 $4.35M 0.53% -8,266 13F-HR/A Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 57,970 $4.31M 0.64% -43,793 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 57,867 $4.3M 0.39% -1,330 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 57,588 $4.28M 0.06% +1,589 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 57,152 $4.25M 0.36% +5,425 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 56,527 $4.2M 0.15% +1,489 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 56,437 $4.2M 0.14% -1,618 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 56,375 $4.19M 0.02% -6,458 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 55,960 $4.16M 0.28% +283 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 55,688 $4.14M 0.01% +18,622 13F-HR Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 55,551 $4.13M 2.73% -296 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 55,032 $4.09M 6.11% +9,519 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 54,787 $4.07M <0.01% -4,177 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 54,477 $4.05M 2.34% +7,112 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 54,400 $4.05M 0.05% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 53,902 $4.01M 0.45% -8,801 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 53,894 $4.01M 6.34% -1,939 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 53,865 $4.01M 1.14% +1,344 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 53,832 $4M 1.93% -736 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 53,776 $4M 0.12% +43,790 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 53,512 $3.98M 3.56% -65,388 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 53,283 $3.96M 0.07% +6,113 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 52,984 $3.94M 0.37% +1,762 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 52,899 $3.93M 2.32% +3,302 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 52,791 $3.93M 0.07% -1,877 13F-HR Timeline SCOTIA CAPITAL INC. 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