Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 46,170 $1.83M 0.03% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 45,878 $1.82M 0.11% +106 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 45,788 $1.81M 1.14% +15,049 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,811,084 $1.81M 1.3% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 45,468 $1.8M 0.42% +3,076 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 43,461 $1.77M 0.55% +24,464 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,565 $1.76M <0.01% +6,581 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 44,168 $1.75M 0.24% +4,099 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,729 $1.73M 0.03% -810 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 43,389 $1.72M 0.03% +4,841 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 43,095 $1.71M 0.16% -50 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 42,815 $1.7M 0.57% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 42,656 $1.69M 0.02% +9,754 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 42,304 $1.67M 0.1% +98 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 41,183 $1.67M 0.29% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 40,329 $1.6M 0.88% -7,287 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 38,776 $1.57M 0.94% -2,371 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 39,579 $1.57M 0.46% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 39,180 $1.55M 0.8% +2,820 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 39,113 $1.55M 0.1% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 39,057 $1.55M 0.54% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 38,944 $1.54M 0.25% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 38,862 $1.54M 0.07% -231 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,853 $1.54M 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 38,593 $1.53M 0.04% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 38,343 $1.52M 0.82% -9,760 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 38,243 $1.51M 0.41% -2,359 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 37,694 $1.49M 0.19% +330 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 37,608 $1.49M 0.94% 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 37,542 $1.49M 0.25% -493 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 37,293 $1.48M 0.06% 0 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 37,285 $1.48M 1.06% -250 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 36,795 $1.46M 0.08% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 36,258 $1.44M 0.59% -439 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 36,236 $1.43M 0.16% -215 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 35,902 $1.43M 0.1% +799 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 35,885 $1.42M 0.87% -636 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 35,487 $1.4M 0.16% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 35,422 $1.4M 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 35,215 $1.39M 0.16% +12,138 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 35,127 $1.39M 0.04% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 33,936 $1.39M 0.02% +11,327 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 34,829 $1.38M 0.02% +77 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 32,757 $1.35M 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 33,879 $1.34M 0.14% +3,837 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 33,583 $1.33M 0.03% new 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 33,389 $1.32M 0.56% +5,428 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 33,097 $1.31M 0.1% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 32,895 $1.3M 0.25% +18,019 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 32,824 $1.3M 0.46% +76 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 32,695 $1.29M 0.01% +1,285 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 32,603 $1.29M 0.12% +74 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 32,451 $1.28M 0.01% +132 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 32,346 $1.28M 0.22% -605 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,293 $1.28M 0.29% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 32,274 $1.28M 0.82% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 31,964 $1.27M 0.06% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 31,152 $1.26M 0.65% +22 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,887 $1.26M 0.03% +325 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 31,658 $1.25M 0.05% -747 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 31,596 $1.25M 0.53% +31,596 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 31,488 $1.25M <0.01% 0 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 31,119 $1.23M 0.17% +10 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 30,828 $1.22M 0.16% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 30,698 $1.22M 0.93% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 30,391 $1.21M 0.16% +70 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 30,439 $1.21M 0.43% -150 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 30,402 $1.2M 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30,235 $1.2M 0.05% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 29,808 $1.18M 0.08% +408 13F-HR/A Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 29,800 $1.18M 0.68% -6,780 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 29,484 $1.17M 0.02% -439 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 29,110 $1.15M 0.05% +3,790 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 29,070 $1.15M 0.29% -4 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 28,725 $1.15M 0.05% -305 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 52,876 $1.15M 0.03% -10,837 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 28,986 $1.15M 0.27% -1,286 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 28,976 $1.15M 0.2% +916 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 28,814 $1.14M 0.14% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 28,757 $1.14M 0.05% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 28,528 $1.13M 0.07% +9,606 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 28,519 $1.13M 0.21% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,514 $1.13M 0.02% +1,905 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 28,463 $1.13M 0.05% +53 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,458 $1.13M 0.04% +22,856 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 28,458 $1.13M 0.17% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 28,438 $1.13M 0.04% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 28,308 $1.12M 0.74% +37 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 28,118 $1.11M 0.25% -5,377 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 27,949 $1.11M 0.09% -22 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 27,877 $1.1M 0.21% -123 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,853 $1.1M 0.01% +2,013 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,708 $1.1M 0.21% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 27,667 $1.1M <0.01% +3,342 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 27,550 $1.09M 1.65% +3,669 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 26,996 $1.07M 1.05% 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 26,857 $1.06M 0.2% -996 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 26,774 $1.06M 0.22% -403 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 26,634 $1.05M 0.4% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 26,550 $1.05M 0.08% 0 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 26,450 $1.05M 0.18% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 26,442 $1.05M 0.64% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 26,223 $1.04M 0.57% +61 13F-HR Timeline Busey Bank More: the full row for Busey Bank 26,077 $1.03M 0.03% +4,160 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 25,901 $1.03M 0.04% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,894 $1.03M 0.05% +5,272 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 25,882 $1.02M 0.04% -841 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 25,871 $1.02M 0.29% +60 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 25,725 $1.02M 0.04% +17,437 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 25,646 $1.02M 0.14% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 25,633 $1.01M 0.69% -2,283 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,461 $1.01M 0.02% -247 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 25,368 $1M 0.01% +11,852 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,223 $999K 0.11% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 25,188 $997K 0.21% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 24,994 $990K 0.07% +58 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,802 $982K 0.01% 13F-HR/A Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 24,803 $982K 0.25% +273 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 24,525 $971K 0.45% +767 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 24,499 $970K 0.78% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,260 $960K 0.03% +1 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 24,255 $960K 0.29% +343 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 24,193 $958K 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 24,102 $954K <0.01% +10,536 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 23,965 $949K 0.47% -22 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 23,947 $948K 0.67% +55 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,816 $943K <0.01% +4,267 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 23,430 $928K 0.55% +434 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 23,185 $918K 0.63% -86 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 23,044 $912K 0.76% +2,486 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 23,038 $912K 0.04% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 22,603 $895K 0.08% 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 22,504 $891K 0.34% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 22,397 $887K 0.2% +1,219 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 22,372 $886K 0.15% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 22,285 $882K 0.2% -2,676 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 21,994 $871K 0.05% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 21,949 $869K 0.46% -113 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 21,595 $855K 0.67% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 21,537 $853K 0.01% 0 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 21,537 $853K 0.19% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 21,389 $847K 0.43% +51 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 21,326 $844K 0.59% -1,044 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 21,192 $839K 0.01% -422 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 21,179 $838K 0.05% -521 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 21,126 $836K 0.03% +403 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,084 $835K 0.35% -22 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 20,871 $826K 0.14% +27 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,573 $814K 0.45% +47 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 20,070 $795K 0.24% -1,865 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 19,939 $789K 0.12% -192 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,789 $783K 0.04% +11,119 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 19,221 $783K 0.21% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 19,784 $783K 0.55% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 19,532 $773K 0.06% +12 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 19,461 $770K 0.57% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19,415 $769K 0.27% -2,115 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,391 $768K 0.15% +59 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 19,324 $765K 0.56% -401 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,298 $764K 0.11% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 19,248 $762K 0.07% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 19,005 $752K 0.15% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,987 $752K 0.01% +8 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18,809 $745K 0.01% +24 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,685 $740K 0.01% -1,491 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 18,672 $739K 0.05% -24,000 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,667 $739K 0.01% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 18,527 $733K 0.49% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 18,522 $733K 0.02% -1,380 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 18,293 $724K 0.05% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18,231 $722K 0.02% -3,954 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 18,157 $719K 0.31% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 18,145 $718K 0.51% -384 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 18,131 $718K 0.04% -591 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 18,122 $717K 0.39% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18,091 $716K 0.08% -5,768 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 18,044 $714K 0.04% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 18,026 $714K 0.14% -4 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,012 $713K 0.09% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 17,949 $711K 0.09% 0 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 17,909 $709K 0.01% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 17,820 $705K 0.09% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 17,205 $700K 0.04% +39 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 17,584 $696K 0.24% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 17,530 $694K 0.01% new 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,409 $689K <0.01% +513 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 17,375 $688K 0.42% -1,020 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 17,310 $685K 0.42% +14 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 17,308 $685K 0.13% -3,350 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,233 $682K 0.03% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 17,198 $681K 0.36% +9,078 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 17,174 $680K 0.24% +16 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 17,172 $680K 0.03% -360 13F-HR Timeline Group VanderPol Investments L.L.C. 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