Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 99,985 $9.6M 0.48% -863 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 99,982 $9.6M 0.04% +3,108 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 99,910 $9.59M 0.79% -3,210 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 99,878 $9.59M 1.08% +4,276 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 99,712 $9.58M 4.21% -16,154 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 99,643 $9.57M 0.14% -1,952 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 99,335 $9.54M 0.23% -321 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 99,272 $9.53M 0.23% -491 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 99,213 $9.53M 7.66% +5,381 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 98,618 $9.47M 0.14% +562 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 97,930 $9.4M 3.76% -5,175 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 97,867 $9.4M 2.21% -284 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 97,369 $9.35M 4.35% +9,575 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 97,344 $9.35M 2.35% -4,343 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 97,015 $9.32M 1.44% -5,061 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 96,617 $9.28M 3.51% -2,307 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 96,134 $9.23M 0.57% -58 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 96,048 $9.22M 1.02% -13,708 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 95,972 $9.22M 0.26% +1,170 13F-HR/A Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 95,895 $9.21M 3% +458 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 95,851 $9.2M 1.26% -698 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 95,717 $9.19M 0.41% -13,018 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 95,296 $9.15M 1.23% +3,835 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 93,521 $8.98M 2.39% -1,015 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 93,441 $8.97M 0.17% -1,684 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 92,908 $8.92M 0.22% +11,058 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 92,695 $8.9M 1.29% -4,124 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 91,965 $8.83M 0.89% +766 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 91,811 $8.82M 4.18% +85 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 91,710 $8.81M 1.17% -192 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 91,639 $8.8M 1.9% -1,466 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 90,391 $8.68M 0.01% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 90,346 $8.68M 0.19% +22,000 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 90,239 $8.67M 0.24% +2,295 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 89,813 $8.62M 2.69% -2,430 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 89,494 $8.59M 4.26% +2,222 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 85,588 $8.56M 0.21% -2,605 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 89,045 $8.55M 0.03% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 87,970 $8.54M 1.39% new 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 84,538 $8.4M 1.43% -4,172 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 86,179 $8.28M 1.17% +243 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 85,127 $8.17M 0.14% -301 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 85,022 $8.16M 0.72% -13 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 84,535 $8.12M 0.05% +14,492 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 84,297 $8.1M 1.1% +7,095 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 83,923 $8.06M 0.27% -491 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 83,671 $8.03M 0.23% +34,474 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. 83,516 $8.02M 0.15% +3,127 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 83,208 $7.99M 0.05% +3,743 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 83,004 $7.97M 0.11% -4,876,663 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 82,411 $7.91M 0.68% +4,083 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 81,259 $7.8M 0.96% +5,211 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 80,690 $7.75M 2.81% +966 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 80,514 $7.73M 0.59% -26,396 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 77,583 $7.7M 6.72% 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 79,570 $7.64M 6.35% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 79,436 $7.63M 1.15% +7,727 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 79,368 $7.62M 1.33% +3,191 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 79,329 $7.62M 3.76% -2,277 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 79,325 $7.62M 0.99% +3,196 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 78,921 $7.58M 6.74% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 78,817 $7.57M 0.1% +60,312 13F-HR Timeline CROBAN More: the full row for CROBAN 78,816 $7.57M 3.65% +34,702 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 78,427 $7.53M 0.02% -601 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 78,252 $7.51M 0.31% +765 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 78,032 $7.49M 0.56% +3,727 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 77,739 $7.47M 0.01% +17,938 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 77,589 $7.45M 0.14% -404 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 77,529 $7.45M 4.71% +7,305 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 77,336 $7.43M 0.78% +500 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 77,041 $7.4M 0.49% -14 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 76,552 $7.35M 0.92% +1,330 13F-HR/A Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 76,131 $7.31M 3.53% -1,584 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 75,995 $7.3M 5.3% +7,843 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 75,817 $7.28M 0.15% +45 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 75,603 $7.26M 2.33% +806 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 75,599 $7.26M 2.16% +1,095 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 75,585 $7.26M 0.7% -9,828 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 77,947 $7.25M -2 Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 75,230 $7.22M 3.87% -134 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 74,671 $7.17M 0.34% +53,159 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 74,066 $7.15M -2,480 Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 74,021 $7.11M 1.34% +2,765 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 73,553 $7.06M 0.09% +583 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 73,368 $7.05M 0.24% -1,024 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 73,190 $7.03M 0.34% +22,561 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 72,648 $6.98M 0.45% -1,116 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 72,328 $6.95M 0.93% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 72,263 $6.94M 0.57% +481 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 72,172 $6.93M 0.36% +24,910 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 71,529 $6.87M 2.29% -4,658 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 71,404 $6.86M 2.36% -282 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 71,391 $6.86M 0.75% -21,004 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 71,372 $6.85M 0.38% +321 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 71,049 $6.84M 0.23% -6,263 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 71,050 $6.82M 0.25% +29,490 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 70,866 $6.81M 0.2% -2,155 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 70,556 $6.78M 4.42% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 70,203 $6.74M 3.39% +3,708 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 69,839 $6.71M 0.11% -6,551 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 69,660 $6.69M 0.37% -4,300 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 69,572 $6.68M +59,991 Timeline Cadence Bank More: the full row for Cadence Bank 69,369 $6.66M 0.39% -231 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 68,811 $6.61M 0.32% -5,196 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 68,800 $6.61M 4.66% -700 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 68,596 $6.59M 2.02% +17,245 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 67,983 $6.53M 0.38% +16 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 67,348 $6.47M 1.68% -176 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 67,242 $6.46M 0.13% +5,853 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 67,226 $6.46M 3.55% -10,188 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 67,126 $6.45M 0.08% +7,245 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 66,726 $6.41M 0.24% +30,510 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 66,521 $6.39M 2.43% -11,904 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 66,066 $6.34M 3.31% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 66,020 $6.34M 1.34% -39,678 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 64,356 $6.33M 0.79% -10 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 65,805 $6.32M <0.01% +6,151 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 65,414 $6.28M 1.25% +898 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 65,219 $6.26M +29,973 Timeline World Investment Advisors More: the full row for World Investment Advisors 64,717 $6.21M 0.1% +3,138 13F-HR/A Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 64,181 $6.16M 4.24% +1,965 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 63,794 $6.13M 0.33% -64,092 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 63,732 $6.12M 0.01% -6,317 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 63,582 $6.11M 0.36% +9,038 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 63,299 $6.08M 0.34% -34 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 62,922 $6.04M 1.17% -38 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 62,920 $6.04M 1.37% +491 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 62,802 $6.03M 3.5% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 62,630 $6.01M 2% +48 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 62,406 $5.99M 1.42% -9,973 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 62,388 $5.99M 0.26% -8,242 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 61,678 $5.92M 1.7% -610 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 61,557 $5.91M 0.47% +274 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 61,528 $5.91M 0.22% +991 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 61,338 $5.89M 2.04% +5,033 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 61,306 $5.89M 0.35% +928 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 61,180 $5.88M 0.66% +462 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 60,736 $5.83M 0.22% +4,372 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 60,694 $5.83M <0.01% +54,333 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 60,358 $5.8M 3.45% -162 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 60,179 $5.78M +6,543 Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 59,793 $5.74M 2.64% +22,976 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 59,360 $5.7M 0.15% +2,115 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 59,334 $5.7M 0.13% +6,082 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 59,299 $5.69M 0.53% -74 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 59,075 $5.67M 1.02% -4,667 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 58,843 $5.65M 0.92% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 58,751 $5.64M 1.65% -791 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 58,739 $5.64M 0.12% -4,392 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 58,618 $5.63M 4.19% 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 58,263 $5.59M 2.85% -53 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 58,102 $5.58M 2.95% +4,116 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 57,918 $5.56M 0.67% -812 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 57,816 $5.55M 1.16% -1,582 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 57,540 $5.53M 1.53% -49,916 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 57,453 $5.52M 0.18% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 57,146 $5.49M 1.46% +2,777 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 56,890 $5.46M 0.1% +8,430 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 56,488 $5.42M 1.66% -2,883 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 56,354 $5.41M 0.11% -675 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 56,351 $5.41M 1.1% -899 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 56,242 $5.4M 3.74% +425 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 56,230 $5.4M 0.2% -640 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 55,150 $5.3M <0.01% -19,900 13F-HR Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 55,046 $5.29M 1.21% +34 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 54,884 $5.27M 0.54% -557 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 54,476 $5.23M 0.18% +3,156 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54,445 $5.23M 0.18% -13,445 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 54,099 $5.2M 0.58% +880 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 54,078 $5.19M 1.06% -416 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 53,959 $5.18M 2.08% +4,602 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 53,635 $5.15M 0.38% -668 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 53,491 $5.14M 0.09% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 53,433 $5.13M 0.42% -2,128 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 53,199 $5.11M 0.23% -2,409 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 53,061 $5.1M 0.55% +8,251 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 52,963 $5.09M 0.48% -312 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 52,883 $5.08M 0.39% +482 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 52,861 $5.08M 0.23% -187 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 52,338 $5.03M 0.18% +7,484 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 52,244 $5.02M 0.96% -582 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 51,614 $4.96M 0.49% +649 13F-HR Timeline Santori & Peters, Inc. 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