Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 224,549 $15.7M 3.43% +101,236 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 224,443 $15.7M 1.91% -4,253 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 222,377 $15.5M 0.03% +32,483 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 221,123 $15.4M 2.75% -14,388 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 220,156 $15.4M 1.78% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 219,323 $15.3M 0.21% +20,344 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 217,489 $15.2M 0.33% +44,706 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 215,308 $15M 1.7% -21,704 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 215,200 $15M 0.02% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 214,310 $14.9M 4.69% +219 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 213,465 $14.9M 7.78% -6,733 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 212,817 $14.8M 1.59% +3,581 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 211,440 $14.7M 2.14% +12,969 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 210,756 $14.7M 6.33% +3,012 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 209,199 $14.6M 1.68% +63,846 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 208,883 $14.6M -94,753 Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 208,496 $14.5M 4.35% +8,983 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 207,800 $14.5M 0.02% -9,050 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 206,596 $14.4M 1.6% +9,706 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 205,488 $14.3M 0.95% -201 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 205,598 $14.3M 3.45% -147,854 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 204,962 $14.3M 0.45% -35,625 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 204,269 $14.2M 0.3% +16,500 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 200,839 $14M 0.03% -10,985 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 200,011 $14M 1.88% +3,367 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 199,294 $13.9M 0.95% +4,891 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 199,086 $13.9M 0.75% +89,262 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 198,992 $13.9M 1.86% +190,591 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 198,945 $13.9M 0.37% +11,752 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 194,533 $13.6M 4.33% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 193,560 $13.5M 2.75% +188,403 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 193,455 $13.5M 2.86% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 192,909 $13.5M 3.23% -6,710 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 191,210 $13.3M 2.88% -1,478 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 190,826 $13.3M 4.41% +21,649 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 190,395 $13.3M 4.17% +19,178 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 178,641 $13.2M 0.75% -340 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 169,267 $13.2M 2.82% -41,549 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 188,998 $13.2M 0.22% +13,932 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 187,818 $13.1M 0.3% +76,038 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 187,191 $13.1M 3.31% -2,113 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 186,059 $13M 0.75% -142,918 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 185,574 $12.9M 1.45% +70,586 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 185,342 $12.9M 6.91% +295 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 185,240 $12.9M 0.69% +35,955 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 183,588 $12.8M 0.25% -2,180 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 183,411 $12.8M 3.15% +9,909 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 183,347 $12.8M 2.62% +35,581 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 182,644 $12.7M 0.06% +35,639 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 162,808 $12.7M 0.19% -17,161 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 182,019 $12.7M 2.01% +73 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 181,906 $12.7M 0.43% +147,103 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 179,838 $12.5M 0.65% +13,047 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 178,920 $12.5M 2.62% -184,618 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 176,307 $12.3M 3.09% +5,928 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 175,202 $12.2M 6.96% +3,057 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 175,040 $12.2M 3.17% -14,332 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 148,001 $12.1M 8.17% -2,872 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 173,761 $12.1M 1.5% +12,774 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 173,000 $12.1M 0.28% -151,000 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 172,943 $12.1M 0.14% +69,116 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 172,854 $12.1M 0.02% +53,968 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 172,730 $12M 3.4% +60,611 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 171,305 $11.9M 4.99% -273,060 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 170,366 $11.9M 2.49% +57,028 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 168,454 $11.7M 1.32% -8,175 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 168,363 $11.7M 2.06% +47,257 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 168,232 $11.7M 1.28% +11,105 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 168,075 $11.7M 0.12% -10,162 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 167,757 $11.7M 1.9% -4,044 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 166,397 $11.6M 0.93% +9,641 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 165,905 $11.6M 3.63% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 163,502 $11.4M 0.73% -3,784 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 163,265 $11.4M 0.63% +5,688 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 161,916 $11.3M 8.85% -617 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 161,592 $11.3M 1.01% +44,510 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 161,062 $11.2M 1.06% +7,016 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 160,843 $11.2M 2.46% +9,082 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 160,590 $11.2M 2.97% +44 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 160,554 $11.2M 2.83% +29,602 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 160,144 $11.2M 3.2% +130,099 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 160,144 $11.2M 3.2% +7,178 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 160,057 $11.2M 0.82% -16,682 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 159,634 $11.1M 0.01% +149,695 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 158,237 $11M 2.2% +801 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 157,363 $11M 0.31% +16,376 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 156,925 $10.9M 3.14% +8,748 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 156,103 $10.9M 0.77% -1,688 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 155,412 $10.8M 0.3% +25,900 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 154,400 $10.8M 4.2% 0 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 154,132 $10.8M 2.33% +34,353 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 153,917 $10.7M 1.23% -2,849 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 159,239 $10.7M 0.39% +30,645 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 153,366 $10.7M 1.48% +3,103 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 151,881 $10.6M 4.65% +79,745 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 151,583 $10.6M 4.32% +32,213 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 151,583 $10.6M 2.22% +4,707 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 151,521 $10.6M 0.47% -2,414 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 151,521 $10.6M 3.2% +9,096 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 134,910 $10.5M 0.73% -182,689 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 150,955 $10.5M 0.29% -3,960 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 150,782 $10.5M 0.29% +13,100 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 133,574 $10.5M 0.82% -14,245 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 149,853 $10.5M 1.27% -13,787 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 149,752 $10.4M 0.85% +12,912 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 149,522 $10.4M 3.44% +6,670 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 147,504 $10.3M 5.44% +2,198 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 147,108 $10.3M 2.58% +6,471 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 146,811 $10.2M 0.02% -20,505 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 146,543 $10.2M 0.86% +45,048 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 146,310 $10.2M 1.6% -9,427 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 145,191 $10.1M 0.17% -6 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 145,164 $10.1M 2.97% -3,764 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 145,082 $10.1M 3.08% -170 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 144,793 $10.1M 2.86% -9,568 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 144,577 $10.1M 2.27% +11,188 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 144,150 $10.1M 0.81% +45,656 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 142,537 $9.94M 0.69% -45,568 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 142,380 $9.93M 1.26% +60,949 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 142,209 $9.92M 3.8% +6,998 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 140,864 $9.83M 2.59% +5,947 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 140,034 $9.77M 0.11% +18,421 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 139,749 $9.74M 3.32% +762 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 137,998 $9.63M 0.32% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 137,915 $9.62M 1.15% -39 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 137,711 $9.61M 0.73% +21,004 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 137,669 $9.6M 0.36% -4,249 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 136,447 $9.59M 0.72% +15,517 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 137,441 $9.59M 0.43% +41,397 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 137,083 $9.56M 3.19% +227 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 137,007 $9.56M 1.63% -8,879 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 136,927 $9.55M 4.68% -2,975 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 136,633 $9.53M 0.12% +29,449 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 136,597 $9.53M 1.67% -3,250 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 135,554 $9.45M 0.14% +40,913 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 135,526 $9.45M 0.79% +7,346 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 135,381 $9.44M 1.25% -98,693 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 133,729 $9.33M 0.18% +34,887 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 133,579 $9.32M 0.08% +30,011 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 133,384 $9.3M 0.08% -4,931 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 131,719 $9.19M 3.08% +9,504 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 130,922 $9.13M 0.26% +3,831 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 130,265 $9.09M 1.28% +126,021 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 128,623 $8.97M 1.14% -7,803 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 127,621 $8.9M 5.07% 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 127,240 $8.87M 0.01% -2,805 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 126,800 $8.84M 3.53% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 126,554 $8.83M 2.89% -23,297 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 126,446 $8.82M 1.47% -191 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 126,394 $8.82M 7.3% +6,137 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 126,216 $8.8M 2.99% +8,125 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 126,189 $8.8M 2.84% -68,082 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 125,950 $8.79M 1.99% -314,700 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 125,776 $8.77M 0.52% +81,195 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 125,774 $8.77M 0.3% -9,150 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 124,885 $8.71M 0.39% +7,864 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 124,107 $8.66M 4.46% -16,533 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 123,447 $8.61M 2.04% -926 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 122,865 $8.57M 0.56% +115,199 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 122,416 $8.54M 0.29% +48,447 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 122,410 $8.54M -3,189 Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 122,401 $8.54M 1.65% -4,168 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 122,391 $8.54M 0.31% +18,300 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 121,671 $8.48M 0.01% -97,907 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 121,363 $8.46M 0.48% -13,221 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 121,227 $8.46M 0.95% -12,478 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 120,852 $8.43M 0.13% +88,101 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 120,715 $8.42M 4.04% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 120,636 $8.41M 1.67% +9,373 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 120,588 $8.41M 0.83% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 120,567 $8.41M 0.01% -19,487 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 120,555 $8.41M 1.42% -24,433 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 120,029 $8.37M 0.6% +5,604 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 119,839 $8.36M 1.63% +98,912 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 119,784 $8.35M 3.46% -18,140 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 119,630 $8.34M 5.65% +366 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 119,070 $8.31M 0.24% +1,625 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 118,528 $8.27M 0.73% -2,157 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 118,272 $8.25M 3.9% +5,245 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 118,235 $8.25M 8.96% +1,760 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 117,812 $8.22M 0.19% +36,500 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 117,308 $8.18M 5.59% -6,431 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 115,379 $8.05M 0.59% +8,578 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 115,302 $8.04M 0.21% +14,387 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 114,821 $8.01M 0.69% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 114,429 $7.98M 2.47% -7,766 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 113,515 $7.92M 1.67% -6,540 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 113,506 $7.92M 0.04% -3,104 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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