Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 158,904 $3.71M 1.57% +871 13F-HR Timeline CROBAN More: the full row for CROBAN 160,097 $3.7M 2.47% +55,428 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 157,905 $3.65M 0.19% +10,155 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 157,023 $3.63M 0.62% -210,767 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 156,028 $3.61M 0.01% +6,047 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 152,594 $3.53M 0.23% +4,300 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 150,264 $3.47M 1.48% +4,077 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 150,083 $3.47M 0.95% +9,262 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 144,992 $3.35M 0.62% +18,349 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 142,301 $3.29M 2.2% 0 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 142,035 $3.28M 2.04% -11,037 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 140,157 $3.24M <0.01% +19,144 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 139,822 $3.23M 0.39% +6,914 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 134,803 $3.12M 0.22% -4,112 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 132,086 $3.08M 0.93% -34,383 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 126,650 $2.93M +21,810 Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 124,840 $2.89M 1.03% +6,045 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 124,560 $2.88M 0.65% +13,410 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 123,983 $2.87M <0.01% -247,248 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 121,438 $2.81M 0.1% -140,347 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 120,906 $2.79M 0.04% +40,792 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 120,833 $2.79M 0.05% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 119,940 $2.77M 0.36% +173 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 118,579 $2.74M 1.69% +2,642 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 118,125 $2.73M 0.1% -9,600 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 117,679 $2.72M 0.41% +220 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 115,934 $2.68M 1.72% +6,305 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 109,550 $2.54M 0.02% +17,353 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 105,974 $2.45M 0.06% +14,545 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 105,031 $2.44M 0.22% +15,725 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 103,765 $2.4M 2.22% -5,288 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 103,079 $2.38M 0.03% -23,914 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 102,664 $2.37M 0.03% +1,883 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 100,424 $2.32M 0.06% +10,180 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 99,632 $2.3M 0.03% +19,401 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 99,271 $2.3M 1% -27 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 99,007 $2.29M 0.38% +378 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 98,722 $2.28M 0.42% +12,475 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 98,676 $2.28M 0.32% -649 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 98,394 $2.27M 0.05% +8,544 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 98,223 $2.27M 0.04% -5,988 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 98,147 $2.27M 0.76% -41,888 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 96,962 $2.24M 0.03% +25,405 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 96,141 $2.22M 0.76% +3,360 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 94,082 $2.18M 0.73% -8,740 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 93,851 $2.17M 1.91% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 93,260 $2.16M 0.02% -9,084 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 93,098 $2.15M 0.83% +4,476 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 92,775 $2.14M 0.96% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 92,608 $2.14M 0.91% -16,825 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 91,953 $2.13M 1.47% +2,543 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 90,867 $2.1M 0.18% -4,189 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 88,393 $2.04M 0.1% +10,518 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 87,835 $2.03M 0.31% +2,233 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 88,308 $2.03M 0.03% +3,368 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 86,990 $2.01M 1.02% +3,125 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 86,792 $2.01M 0.14% +3,432 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 86,524 $2M 0.11% -864 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 85,851 $1.98M 0.1% +1,096 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 85,819 $1.98M 0.12% +32,314 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 85,474 $1.98M <0.01% +60 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 84,727 $1.96M 0.12% +13,228 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 84,001 $1.94M 1.89% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 80,681 $1.87M 1.27% +3,668 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 80,522 $1.86M 0.11% -5,726 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 80,385 $1.86M 0.06% -1,274 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 79,501 $1.84M 0.17% +6,418 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 79,156 $1.83M 0.23% +11,759 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 78,676 $1.82M 0.14% -2,805 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 77,798 $1.8M 1.1% +51,419 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 75,285 $1.74M 1.3% +2,620 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 74,842 $1.73M 0.93% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 74,755 $1.73M 0.02% -5,421 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 74,614 $1.73M 0.41% +2,786 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 73,422 $1.71M 0.13% -4,206 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 73,370 $1.7M 0.81% -1,037 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 73,304 $1.7M 0.03% -3,396 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 73,082 $1.69M 0.01% +60,186 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 72,796 $1.68M 0.35% +8,900 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 72,319 $1.67M 0.27% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 72,319 $1.67M 0.27% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 71,200 $1.65M 0.04% -1,322 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 70,989 $1.64M 0.87% +3,526 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 69,395 $1.61M 0.47% -1,425 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 68,111 $1.57M <0.01% +18,481 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 67,851 $1.57M 0.38% -4,567 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 67,268 $1.56M <0.01% -469 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 67,255 $1.56M <0.01% new 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 66,740 $1.54M 0.18% +2,466 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 66,418 $1.54M 0.22% +11,610 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 65,414 $1.51M 0.28% +22,530 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 65,353 $1.51M 0.2% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 64,569 $1.49M 0.04% +24,903 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 64,524 $1.49M 0.36% +1,799 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 63,984 $1.48M 1.04% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 63,619 $1.47M 0.48% -1,195 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 63,103 $1.46M 0.02% +7,599 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 62,284 $1.44M 0.08% -53,386 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 61,890 $1.43M 2.18% -5,516 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 61,854 $1.43M 0.01% +35,745 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 61,484 $1.42M 0.92% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 61,251 $1.42M 0.13% +2,904 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 61,135 $1.41M 0.09% +2,579 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 61,091 $1.41M 0.21% -195,642 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 60,867 $1.41M 0.02% -10,912 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 60,113 $1.4M 0.08% +5,624 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 59,824 $1.38M 0.5% +8,657 13F-HR Timeline Collier Financial More: the full row for Collier Financial 59,077 $1.37M 1.03% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 58,977 $1.36M 0.02% +5,153 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 58,355 $1.35M 0.23% +18,280 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 58,301 $1.35M 0.09% -16,717 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 58,217 $1.35M <0.01% +577 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 58,144 $1.34M 0.5% +2,713 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 57,491 $1.33M 0.08% +8,885 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 56,479 $1.31M 1.21% +382 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 55,424 $1.28M 0.03% +32,482 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 55,348 $1.28M 0.65% +8,124 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 54,444 $1.26M 2.22% +1,752 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 54,278 $1.25M 1.14% +4,623 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 54,104 $1.25M 0.04% +3,158 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 52,898 $1.22M 0.29% -582 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 52,824 $1.22M 0.29% +8,759 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52,361 $1.21M 0.03% +185 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 51,486 $1.19M 0.04% +1,994 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 51,356 $1.19M 0.03% +39,503 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 51,317 $1.19M 0.3% -9,723 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 50,908 $1.19M 0.32% +14,574 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 50,660 $1.17M 0.05% +3,993 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 50,265 $1.16M <0.01% -78,478 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 50,217 $1.16M 0.46% -549 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 50,202 $1.16M 0.68% -9,896 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 48,008 $1.11M 0.07% -1,495 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 47,138 $1.09M 0.37% +2,817 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 46,948 $1.09M 0.03% +1,545 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 46,787 $1.08M 0.65% -7,455 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 46,760 $1.08M 0.01% +1,450 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 46,587 $1.08M 0.05% +854 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 45,901 $1.06M 0.34% +2,448 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 45,777 $1.06M 0.35% -9,754 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 45,488 $1.05M 0.18% +399 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 45,222 $1.05M 0.86% +5,106 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,489 $1.03M 0.01% +9,425 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 44,474 $1.03M 0.49% +3,820 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 44,250 $1.02M 0.24% -20,214 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 43,970 $1.02M 0.02% +3,762 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43,382 $1M 0.27% +46 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 43,361 $1M 0.11% +1,995 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 43,250 $1000K 0.68% -1,676 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 42,694 $987K 0.37% +589 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 42,203 $976K 0.34% +15,766 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 41,558 $961K 0.44% +3,304 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 41,265 $954K 0.5% +1,172 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 41,008 $948K 0.33% +15,781 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 40,665 $940K 0.02% +18,818 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 40,605 $939K 0.01% +17,709 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 40,426 $935K 0.08% -2,862 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 40,366 $933K 0.09% -2,975 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 40,181 $929K 0.02% -587 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 40,164 $929K 0.02% -2,474 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 39,654 $917K 0.17% -1,325 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 39,537 $914K 0.05% +311 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 39,151 $905K 0.01% -10,312 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 39,132 $905K 0.12% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 39,092 $904K 0.04% -7,817 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 39,055 $903K 0.04% +177 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 37,703 $885K 0.01% +16,061 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 38,061 $880K 0.29% -702 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 37,982 $878K 0.48% +2,218 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 37,731 $872K 0.03% +4,189 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 37,697 $872K 0.29% -5,455 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 37,487 $867K 0.27% -1,225 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 37,466 $866K 0.67% +1,603 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 37,366 $864K 0.12% -8,767 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 37,300 $862K 0.02% +1,410 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 37,041 $856K 0.29% -899 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 36,616 $847K 0.27% +121 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 36,600 $846K 0.07% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 36,566 $845K 0.16% -3,024 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 36,084 $842K 0.09% +3,603 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 35,745 $826K 0.06% -57 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 35,212 $814K -80,930 Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 34,463 $797K 0.1% -68,741 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 34,313 $793K 0.23% -76,834 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 34,242 $792K 0.06% -79 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 34,338 $788K 0.11% -1,155 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34,058 $787K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 33,971 $785K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 33,818 $782K 0.06% -4,193 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 33,723 $780K 0.06% +296 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 33,411 $772K 0.05% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 33,066 $764K 0.13% +52 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,816 $759K <0.01% +6,843 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 32,486 $751K 0.09% -714 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,431 $750K 0.01% +2,980 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 32,429 $750K 0.01% +4,465 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 32,169 $744K 0.26% -7,765 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 31,857 $737K 0.07% -3,765 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 31,576 $730K 0.05% +9,065 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 31,139 $720K 0.09% +561 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 31,038 $718K 0.64% new 13F-HR Timeline