Prime Buchholz LLC More: the full row for Prime Buchholz LLC 49,504 $3.68M 2.02% -339,917 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 49,485 $3.68M <0.01% +9,249 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 49,253 $3.66M 2.06% -94,852 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 49,006 $3.64M 1.45% +37,058 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 48,637 $3.62M 0.01% 0 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 48,594 $3.61M 1.71% -407 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 48,317 $3.59M 1.13% -1,965 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 48,280 $3.59M 0.65% -590 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 48,132 $3.58M 0.7% -559 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 48,005 $3.57M 1.67% 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 47,782 $3.57M 2.64% +6,800 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 47,764 $3.55M 2.47% +4,535 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 47,758 $3.55M 0.03% +682 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 47,648 $3.54M 0.72% +22,672 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 47,706 $3.54M <0.01% -5,486 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 47,500 $3.53M <0.01% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 47,373 $3.52M 1.15% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 47,327 $3.52M 0.01% -14,819 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 47,249 $3.51M 1.18% -3,205 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 47,246 $3.51M 0.14% +3,483 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 47,180 $3.51M 0.91% -103,326 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 47,131 $3.51M 1.1% +40,013 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 47,039 $3.5M 0.2% -10,004 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 46,886 $3.49M 0.17% +34,879 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 46,755 $3.48M 1.14% -269 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 46,694 $3.47M 0.99% +7,541 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 46,267 $3.44M 1.24% -3,494 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 45,927 $3.42M 1.44% +10,752 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 45,848 $3.41M 1.88% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 44,891 $3.34M 2.28% +778 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 44,309 $3.3M 0.53% -999 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,046 $3.28M 0.08% -16,920 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 43,966 $3.27M 1.16% -796 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. 43,783 $3.26M 0.07% -2,688 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 43,704 $3.25M 0.19% +1,363 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 43,096 $3.2M 0.76% +1,441 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 42,835 $3.19M 1.62% +2,955 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 42,786 $3.18M 0.18% +9,254 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 42,729 $3.18M 0.5% -3,471 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 42,364 $3.15M 0.2% -348 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 42,130 $3.13M 0.05% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 41,901 $3.12M 1.43% +582 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 41,399 $3.08M 2.1% -613 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 41,332 $3.07M 1.59% +139 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 41,317 $3.07M 1.32% +5,516 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 41,009 $3.05M 1.46% -2,811 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 41,056 $3.05M 0.58% +3,164 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 40,831 $3.04M 0.41% +5,541 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 40,829 $3.04M 1.44% +2,774 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 40,763 $3.03M 0.07% -9,868 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 40,755 $3.03M 1.13% +117 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 40,450 $3.01M 0.05% -7,605 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 40,409 $3.01M 0.81% -15,399 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 40,379 $3M 0.24% -999 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 40,171 $2.98M 0.03% +12,983 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 39,985 $2.97M 2.57% +35 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 39,677 $2.95M 1.52% +325 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 39,585 $2.94M 0.02% +6,855 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 39,208 $2.92M 1.3% +5,663 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 39,192 $2.91M 0.34% -19,582 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 38,963 $2.9M 1.55% +15,238 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 38,955 $2.9M 0.18% -10,685 13F-HR/A Timeline 10Elms LLP More: the full row for 10Elms LLP 38,935 $2.9M 2.6% +423 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 38,879 $2.89M 0.59% +15,243 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 38,869 $2.89M 0.14% +6,401 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 38,773 $2.88M 0.45% -1,107 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 38,681 $2.88M 0.08% -102 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 38,374 $2.85M 0.02% +2,459 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 38,246 $2.84M 0.71% -1,106 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 38,216 $2.84M 0.29% -1,066 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 37,932 $2.82M 0.1% +957 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 37,844 $2.81M 0.68% +501 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 37,569 $2.79M 0.44% -2,040 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 37,495 $2.79M 0.18% +336 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 37,012 $2.75M 0.62% +599 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 36,727 $2.73M 0.18% +4,739 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 36,658 $2.73M 0.04% -8,357 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 36,488 $2.71M 0.02% +3,999 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 36,377 $2.71M 0.84% +3,641 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 36,234 $2.69M 0.44% +2,306 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 36,215 $2.69M 0.24% -17,260 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 36,023 $2.68M 3.98% -22,854 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 35,946 $2.67M 0.28% -988 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 35,943 $2.67M 2.08% +2,257 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 35,937 $2.67M 0.61% +2,399 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 35,895 $2.67M 2.22% -1,200 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,698 $2.65M <0.01% -3,266 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 35,663 $2.65M 0.36% +4,226 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 35,450 $2.64M 0.03% -1,705 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 35,203 $2.62M 2.03% -1,072 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 34,956 $2.6M 0.61% +981 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 34,920 $2.6M 0.33% +12,659 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,839 $2.59M 0.01% +1,395 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 34,379 $2.56M 1.15% -3,023 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 34,273 $2.55M 0.09% +27,644 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 33,848 $2.52M 0.58% -401 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 33,806 $2.51M 0.32% +1,808 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 33,412 $2.48M <0.01% +553 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 33,322 $2.48M 0.7% +9,250 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 32,984 $2.45M 0.28% -2,328 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 32,848 $2.44M 0.92% +2,373 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 32,656 $2.43M 0.06% +7,978 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 32,634 $2.43M 0.45% -6,169 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 32,616 $2.43M 1.06% -505 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 28,294 $2.42M 0.84% +15,156 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 32,409 $2.41M 0.23% +63 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 50,117 $2.39M 0.28% +17,630 13F-HR/A Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 32,128 $2.39M 0.74% -11,552 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 31,987 $2.38M 0.2% -11,868 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 31,919 $2.37M 0.15% +31 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 31,834 $2.37M -886 Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 31,788 $2.36M 0.65% +1,162 13F-HR/A Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 31,611 $2.35M 1.73% +1,231 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,472 $2.34M 0.06% +4,683 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 31,297 $2.33M 1.29% -3,938 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 31,278 $2.33M 1.04% -597 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 31,154 $2.32M 0.89% -16,166 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 31,116 $2.31M 0.42% +444 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 31,094 $2.31M 0.27% +4,931 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 31,070 $2.31M 0.68% -1,101 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 31,047 $2.31M 1.99% +197 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 31,024 $2.31M 0.87% -985 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 30,893 $2.3M 1.54% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,738 $2.29M 0.06% +5,713 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 30,651 $2.28M 0.7% -4,272 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 30,574 $2.27M 0.17% +1,271 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 30,540 $2.27M 0.24% +3,259 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 30,452 $2.26M 0.05% +2,833 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 30,377 $2.26M 3.85% 13F-HR Timeline American Trust More: the full row for American Trust 30,319 $2.25M 0.19% +13,597 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 30,171 $2.24M 0.72% -7,205 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 30,148 $2.24M 1.27% +4,174 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 29,977 $2.23M 0.61% +1,290 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 29,821 $2.22M 0.72% +5,330 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 29,811 $2.22M 1.62% -565 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 29,610 $2.2M 1.77% +565 13F-HR/A Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 29,375 $2.2M 3.26% -195 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 29,493 $2.19M 0.04% +2,319 13F-HR/A Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 29,475 $2.19M 0.78% +140 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 29,421 $2.19M 0.61% +284 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 29,410 $2.19M 0.04% -358 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 29,319 $2.19M 0.51% -15,005 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 29,379 $2.18M 0.48% +848 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 29,362 $2.18M 1.34% -58 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 29,050 $2.16M 0.01% 0 13F-HR Timeline Group Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 28,940 $2.16M 2.38% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 28,972 $2.15M 0.94% +9,063 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 28,634 $2.13M 0.11% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 27,931 $2.08M 0.39% +1,621 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 27,710 $2.06M 0.76% +557 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 27,708 $2.06M 0.13% +399 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 27,687 $2.06M 2.56% -1,882 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 27,643 $2.06M 0.06% +719 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 27,513 $2.05M 0.03% +6,718 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,307 $2.03M 0.01% -25,228 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 27,288 $2.03M 0.28% -234 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 27,283 $2.03M 0.82% -5,353 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 27,273 $2.03M 0.28% +3,405 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 27,038 $2.01M 2.58% +1,352 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 26,917 $2M 0.15% +287 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 26,700 $1.99M 0.26% +7,785 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 26,515 $1.97M 0.1% +2,942 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,034 $1.94M 0.01% +3,068 13F-HR/A Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 26,033 $1.94M 0.19% -821 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 25,915 $1.93M 0.16% -570 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 25,826 $1.92M 0.13% +204 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25,663 $1.91M 0.33% -42 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,649 $1.91M 0.05% +137 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,400 $1.89M 0.01% -435 13F-HR/A Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 25,281 $1.88M 0.07% +16,872 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 24,887 $1.85M 0.12% +330 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 24,797 $1.84M 0.11% -154 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 24,698 $1.84M 0.21% -5,075 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 24,680 $1.84M 0.24% -6,344 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 24,498 $1.82M 0.59% -1,926 13F-HR Timeline Westside Investment Management, Inc. 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