Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 18,115 $1.24M 0.73% +840 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 18,110 $1.24M 0.22% -333 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 17,625 $1.21M 0.13% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,460 $1.2M 0.15% +4 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,431 $1.19M 0.16% +3,776 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,425 $1.19M 0.35% -1,581 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17,282 $1.18M 0.09% +13,023 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,102 $1.17M 0.04% -2,171 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17,022 $1.17M 0.08% +1,297 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 16,839 $1.15M 0.87% +711 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,745 $1.15M 0.02% +296 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 16,734 $1.15M 0.61% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 16,465 $1.13M 0.11% +1,468 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 16,450 $1.13M 0.54% -2,656 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,124 $1.1M 0.15% -226 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,021 $1.1M 0.36% +320 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 15,798 $1.08M 0.34% -218 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,589 $1.07M 0.01% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 15,509 $1.06M 0.29% +4,995 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 15,269 $1.04M 0.12% +25 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 14,986 $1.03M 0.18% -19,771 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,960 $1.02M 0.02% +4 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,804 $1.01M <0.01% -1,167 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,662 $1M 0.08% +768 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 14,403 $986K 0.73% -32 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,340 $982K <0.01% +183 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,156 $969K 0.05% +728 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 14,059 $962K 0.09% +39 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,995 $958K 0.06% +200 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,748 $941K 0.03% -1,995 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 13,557 $928K 0.83% +234 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,387 $916K <0.01% +2,015 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 13,183 $903K 0.1% -12 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 13,066 $895K 0.27% +1 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,052 $894K 0.25% +1,666 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,029 $892K 0.02% -11,356 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,892 $883K 0.04% +1,352 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 12,797 $876K 0.14% +196 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,777 $875K 0.1% +7 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,521 $857K 0.3% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 12,127 $830K 0.52% -6,600 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,127 $830K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,092 $828K 0.01% -1,957 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,065 $826K 0.13% -187 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,969 $819K <0.01% -335 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,912 $815K 0.03% +1,229 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,859 $812K 0.14% 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 11,780 $806K 0.53% +768 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,722 $803K <0.01% +1,239 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,556 $791K 0.01% -1,822 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,547 $791K <0.01% +1,766 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,488 $786K 0.42% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,156 $771K 0.02% 0 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 11,086 $759K 0.36% +84 13F-HR Timeline 25 LLC More: the full row for 25 LLC 11,057 $757K 0.26% -36 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,054 $757K 0.32% -41 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,955 $750K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 10,855 $743K 0.01% -650 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,792 $739K 0.01% +30 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,748 $736K <0.01% +1,233 13F-HR/A Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 10,698 $732K 0.51% +56 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,607 $726K 0.05% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 10,426 $714K 0.6% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 10,414 $713K 0.24% -150 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,125 $693K 0.09% -391 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,977 $683K 0.05% +27 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,825 $673K <0.01% new 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 9,807 $671K 0.34% -3,932 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,688 $663K 0.08% -13,447 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,631 $659K 0.06% -146 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,607 $658K 0.14% +1,325 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 9,592 $657K 0.09% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 9,510 $651K 0.18% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,437 $646K 0.09% -650 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 9,418 $645K 0.37% +259 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,407 $644K 0.04% -11,295 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,350 $640K 0.05% +135 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,278 $635K 0.08% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 9,201 $630K 0.12% -58 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,190 $629K 0.05% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,167 $628K 0.04% +1,549 13F-HR/A Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 9,036 $619K 0.2% -47 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 8,991 $616K 0.01% -753 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,965 $614K 0.16% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,952 $613K 0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,943 $612K <0.01% 0 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 8,909 $610K 0.28% -1,225 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 8,891 $609K 0.13% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 8,877 $608K 0.34% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,877 $608K 0.02% -357 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,810 $603K 0.13% +24 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,799 $602K 0.15% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,764 $600K 0.02% +51 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,670 $594K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,657 $593K 0.01% +5 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 8,493 $581K 0.44% +796 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,491 $581K 0.27% +268 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,278 $567K 0.01% +1,268 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 8,336 $566K 0.45% +46 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,234 $564K 0.48% -104 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,222 $563K 0.03% +129 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,216 $563K 0.03% +335 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,128 $556K 0.02% -2,824 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 7,914 $542K 0.07% -243 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,824 $536K 0.12% +1,150 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,741 $530K 0.12% +8 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,628 $522K 0.23% +59 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,606 $521K 0.01% -58,793 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,605 $521K 0.29% +1,941 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,514 $514K 0.14% -440 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 7,395 $506K 0.23% +16 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,373 $505K 0.02% -720 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,337 $502K 0.01% 0 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,224 $493K 0.06% +1,003 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,946 $476K 0.01% +408 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,897 $472K 0.34% +3,330 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 6,862 $470K 0.13% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,779 $464K 0.38% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,770 $463K 0.32% +1,100 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 6,770 $463K 0.03% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 6,862 $463K 0.37% -3 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,758 $463K 0.08% +2,880 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,737 $461K 0.13% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,724 $460K 0.27% +81 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,643 $455K <0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,573 $450K 0.12% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,572 $450K <0.01% 0 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,500 $445K 0.31% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,488 $444K 0.01% +5,113 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,457 $442K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,410 $439K 0.01% -415 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,401 $438K 0.36% -107 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,393 $438K 0.02% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,387 $437K 0.1% -416 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,343 $434K 0.13% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 6,235 $427K 0.19% +632 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 6,216 $426K 0.08% +571 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,102 $418K 0.18% -104 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,076 $416K 0.07% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,065 $415K 0.1% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,056 $415K 0.01% +218 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,937 $404K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,813 $398K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 5,805 $395K 0.02% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,769 $395K 0.08% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,752 $394K 0.01% -43 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 5,720 $392K 0.2% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,704 $390K 0.05% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,557 $380K 0.05% -1,023 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,555 $380K 0.26% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,555 $380K 0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,528 $378K <0.01% -333 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,527 $378K 0.15% +316 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,496 $376K 0.04% +3,700 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,455 $373K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,421 $371K 0.01% -8 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,348 $366K 0.24% +81 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,345 $366K 0.01% -132 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,344 $366K <0.01% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,698 $363K 0.12% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,302 $363K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,243 $359K 0.02% +14 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,200 $356K 0.07% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,161 $353K 0.02% -49 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,143 $352K 0.03% 0 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 5,069 $347K 0.16% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,036 $345K 0.11% -276 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,012 $343K 0.06% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,992 $342K 0.01% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,978 $341K 0.14% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,975 $341K 0.21% +7 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,967 $340K 0.13% +15 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,892 $338K 0.06% +131 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,894 $335K 0.01% -90 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,884 $334K 0.01% +1,373 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,848 $332K 0.11% +17 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,814 $330K 0.16% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,706 $327K 0.2% +279 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,779 $327K 0.02% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,765 $326K 0.24% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,751 $325K 0.01% +3,722 13F-HR Timeline Group Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,734 $323K 0.05% +537 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 4,704 $322K 0.24% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,678 $320K 0.01% +18 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,650 $318K 0.03% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,640 $318K 0.1% -1,160 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,631 $317K 0.01% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 4,628 $317K 0.18% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,583 $314K 0.02% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,818 $314K 0.17% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,564 $312K 0.07% -1,125 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,543 $311K <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,533 $310K <0.01% -8,583 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,520 $309K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,513 $309K <0.01% -50,801 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,500 $308K 0.07% +12 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,453 $305K 0.03% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,427 $303K 0.07% -1,132 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,425 $303K 0.01% -679 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,418 $302K 0.01% +220 13F-HR Timeline