Keystone Financial Group More: the full row for Keystone Financial Group 227,985 $18.9M 1.12% -58,203 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 227,592 $18.9M 4.99% -3,938 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 226,016 $18.7M 0 Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 225,837 $18.7M 0.59% -230,669 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 225,212 $18.7M 1.88% -86,887 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 266,950 $18.6M 2.33% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 224,173 $18.6M 1.94% +14,974 13F-HR/A Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 223,937 $18.6M 4.28% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 223,409 $18.5M 2.06% -1,034 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 222,377 $18.4M 1.78% -4,920 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 222,242 $18.4M 0.2% +85,609 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 221,635 $18.4M 0.08% -5,884 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 220,683 $18.3M 0.96% +21,597 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 220,552 $18.3M 2.15% +21,560 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 220,518 $18.3M 0.29% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 219,761 $18.2M 0.91% -48,530 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 217,119 $18M 1.85% +10,523 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 217,113 $18M 2.27% +5,673 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 228,858 $17.9M 3.82% +1,792 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 215,650 $17.9M -115,050 Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 213,523 $17.7M 2.63% -117,184 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 211,737 $17.5M 0.08% +29,093 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 207,460 $17.2M 1.44% -85,931 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 207,391 $17.2M 0.48% +2,429 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 212,673 $17.1M 1.67% +27,099 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 205,913 $17.1M 4.82% +15,087 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 205,883 $17.1M 7.95% -7,582 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 205,491 $17M 2.78% -15,632 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 204,734 $17M 0.98% -754 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 204,594 $16.9M 4.92% -9,716 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 204,394 $16.9M 0.35% -13,095 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 203,656 $16.9M 4.75% +13,261 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 203,500 $16.9M 0.15% +95,200 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 205,498 $16.8M -441,870 Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 201,722 $16.7M 3.09% +8,162 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 201,090 $16.7M 1.48% +117,503 13F-HR/A Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 200,441 $16.6M 1.61% -12,376 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 199,822 $16.6M 1.32% -96,650 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 195,486 $16.2M 3.9% +2,577 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 193,875 $16.1M 0.31% -10,394 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 193,000 $16M 0.26% +20,000 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 192,821 $16M 2.7% +23,554 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 190,037 $15.7M 0.78% +10,199 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 189,825 $15.7M 0.03% -11,014 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 189,538 $15.7M 0.53% +7,632 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 189,162 $15.7M 0.8% +10,521 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 188,291 $15.6M 4.02% -89,231 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 187,713 $15.6M 4.09% -20,783 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 185,618 $15.4M 3.16% -5,592 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 186,037 $15.4M 1.76% -58,758 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 185,287 $15.3M 4.63% -9,246 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 185,185 $15.3M 5.72% +33,602 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 185,172 $15.3M 0.54% +184,744 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 185,137 $15.3M 0.8% -68,115 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 184,437 $15.3M 3.08% +1,090 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 184,406 $15.3M 3.49% -2,785 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 184,395 $15.3M 1.35% +16,163 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 183,589 $15.2M 0.28% +1 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 182,138 $15.1M 0.78% -3,921 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 181,838 $15.1M 2.99% +27,706 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 181,298 $15M 7.4% +6,096 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 180,564 $15M 1.88% +6,803 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 180,376 $14.9M 2.72% +66,861 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 178,341 $14.8M 2.87% +17,498 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 177,878 $14.7M 2.11% -4,141 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 177,840 $14.7M 2.26% +9,477 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 176,895 $14.7M 3.47% +4,165 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 176,137 $14.6M 6.15% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 175,271 $14.5M 1.52% +121,760 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 173,541 $14.4M 1.31% +132,832 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 172,980 $14.3M 3.1% new 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 171,520 $14.2M 9.11% +9,604 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 171,159 $14.2M 0.15% -1,784 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 170,783 $14.1M 2.9% -12,628 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 170,072 $14.1M 3.6% +9,928 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 169,939 $14.1M 0.84% -171,210 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 169,474 $14M 0.89% -29,820 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 168,647 $14M 2.98% +8,093 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 167,430 $13.9M 6.79% -17,912 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 167,158 $13.8M 2.6% -26,297 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 166,440 $13.8M 0.18% +30,886 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 165,592 $13.7M 0.67% +2,327 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 164,779 $13.7M 1.96% -2,978 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 163,430 $13.5M 3.65% +11,909 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 163,083 $13.5M 3.68% -2,822 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 162,292 $13.4M 0.16% -57,031 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 161,696 $13.4M 0.12% -6,379 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 161,635 $13.4M 0.97% +15,092 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 160,084 $13.3M 0.77% -3,418 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 159,995 $13.3M 0.86% -62 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 159,437 $13.2M 3.83% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 159,321 $13.2M 2.76% -16,986 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 159,308 $13.2M 0.73% +36,443 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 159,193 $13.2M 0.07% +101,232 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 158,841 $13.2M 1.61% +5,475 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 158,270 $13.1M 0.88% +8,518 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 159,239 $13M 0.42% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 157,040 $13M 1.03% +73,929 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 155,768 $12.9M 0.79% -29,472 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 155,450 $12.9M 1.31% +26,827 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 155,280 $12.9M 4.66% -55,476 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 155,032 $12.8M 2.89% -5,558 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 154,982 $12.8M 0.51% +3,461 13F-HR/A Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 154,417 $12.8M 1.52% -45,594 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 153,639 $12.7M 2.24% -4,598 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 153,634 $12.7M 3.58% +1,753 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 153,062 $12.7M 0.21% +19,333 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 152,957 $12.7M 2.47% +8,380 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 152,310 $12.6M 0.8% -3,793 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 151,258 $12.5M 2.24% -19,108 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 149,866 $12.4M 1.21% -65,442 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 149,413 $12.4M 1.26% -4,504 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 148,609 $12.3M 3.75% -913 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 148,599 $12.3M 0.31% -2,356 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 148,244 $12.3M 0.12% +8,210 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 147,999 $12.3M 5.76% -2 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 147,059 $12.2M 1.34% -2,794 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 146,804 $12.2M 3.27% +1,722 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 146,106 $12.1M 2.41% +1,313 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 146,009 $12.1M 0.19% +818 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 145,291 $12M 1.59% +15,026 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 144,877 $12M 0.02% -1,934 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 151,615 $12M 2.19% +32 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 143,883 $11.9M 4.17% +1,674 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 143,332 $11.9M 0.8% +5,621 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 142,684 $11.8M 1.35% +304 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 141,488 $11.7M 3.26% +33,805 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 141,441 $11.7M 0.22% +30,135 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 141,333 $11.7M 2.68% +469 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 141,499 $11.7M 2.83% +14,945 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 140,955 $11.7M 1.01% -20,107 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 140,597 $11.6M 1.38% +34,262 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 140,401 $11.6M 4.7% -7,103 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 145,753 $11.6M 0.16% -17,055 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 139,794 $11.6M 1.39% +4,413 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 139,413 $11.5M 3.43% -336 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 138,952 $11.5M 0.33% +16,536 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 138,703 $11.5M 0.11% -209,098 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 138,156 $11.4M 0.08% +4,772 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 137,998 $11.4M 0.34% 0 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 137,989 $11.4M 0.77% +1,542 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 137,664 $11.4M 1.16% +132,632 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 137,518 $11.4M 1.92% +921 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 137,183 $11.4M 0.37% -486 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 136,453 $11.3M 0.21% +47,006 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 136,249 $11.3M 0.86% +723 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 135,760 $11.2M 1.54% +40,883 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 135,655 $11.2M 9.58% +80,885 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 135,204 $11.2M 3.43% -1,879 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 135,016 $11.2M 2.39% -70,582 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 134,601 $11.2M 3.17% +8,385 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 134,202 $11.1M 0.08% +623 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 133,132 $11M 0.74% -33,265 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 132,373 $11M 1.61% -13,937 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 132,157 $10.9M 2.03% +12,318 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 155,412 $10.8M 0.3% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 130,579 $10.8M 3.51% +41,672 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 130,266 $10.8M 1.16% -7,649 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 130,128 $10.8M 2.87% +9,413 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 129,789 $10.8M 0.27% -1,133 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 129,616 $10.7M 0.24% +14,314 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 129,406 $10.7M 5.03% -7,521 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 137,767 $10.7M 2.91% -7,397 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 128,547 $10.6M 2.59% -28,378 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 128,176 $10.6M 0.01% +936 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 127,681 $10.6M 1.66% -9,326 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 127,150 $10.5M 1.93% +1,200 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 126,800 $10.5M 4.22% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 126,120 $10.4M 2.21% +125,969 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 125,731 $10.4M 1.8% +5,095 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 124,962 $10.4M 1.01% -43,492 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 124,392 $10.3M 0.16% +52,549 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 124,084 $10.3M 0.31% -1,690 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 123,319 $10.2M 2.31% -23,789 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 121,204 $10M 0.14% +352 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 120,588 $9.99M 0.9% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 120,440 $9.98M 0.22% +1,370 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 120,092 $9.95M 0.27% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 119,829 $9.93M 2.65% +8,387 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 119,822 $9.93M 1.06% +19,870 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 119,578 $9.91M 0.73% -24,572 13F-HR Timeline Northern Lights Advisors, Inc. 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