Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 110,860 $7.73M 1.81% +95,426 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 110,795 $7.73M 5.63% -337 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 110,760 $7.73M 0.44% +32,573 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 110,648 $7.72M 0.47% +2 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 110,616 $7.72M 1.09% -12,219 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 110,347 $7.7M 1.93% -61,761 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 109,936 $7.67M 0.16% -4,680 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 109,429 $7.63M 0.1% -379 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for Sage Advisory Services, Ltd.Co. 106,101 $7.4M 4.05% +22,899 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 106,069 $7.4M 0.38% +3,073 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 106,046 $7.4M 2.62% +1,723 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 105,852 $7.38M 0.04% +39,610 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 105,234 $7.34M 1.14% -28,766 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 103,770 $7.24M 0.38% -2,980 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 103,306 $7.21M 1.68% -576 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 103,225 $7.2M 0.61% +35,173 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 92,599 $7.18M 0.28% +5,898 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 102,768 $7.17M 0.12% +53,716 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 105,838 $7.16M +6,897 Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 102,090 $7.12M 1.79% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 101,963 $7.11M 3.02% -6,377 13F-HR Timeline Elmwood Wealth Management, Inc. 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More: the full row for Chicago Wealth Management, Inc. 99,330 $6.93M 2.77% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 86,362 $6.92M 0.92% +19,514 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 98,603 $6.88M 2.39% +1,811 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 97,693 $6.81M 2.8% -801 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 97,618 $6.81M 0.15% -22 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 89,747 $6.79M 0.12% +1,163 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 97,018 $6.77M 3.21% -62,812 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 96,689 $6.74M 3.34% +2,335 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 96,562 $6.74M 5.6% -3,278 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 96,163 $6.71M 1.08% +57,338 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 95,937 $6.69M 5.24% new 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 95,834 $6.68M 2.4% +526 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 95,545 $6.66M 1.78% +85,659 13F-HR Timeline Fulton Bank, N.A. 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Ltd, Zurich 92,525 $6.45M 0.02% -8,465 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 92,084 $6.42M 0.22% -3,475 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 91,912 $6.41M 0.2% +37,232 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 82,057 $6.39M 1.22% +1,480 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 91,415 $6.38M 1.19% +5,232 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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Prunier Capital Management LLC 89,395 $6.24M 2.65% +2,475 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 89,282 $6.23M 1.29% -2,444 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 89,205 $6.22M 0.23% -2,762 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 88,990 $6.21M 1.4% -5,606 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 88,939 $6.2M 0.42% -465 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 88,907 $6.2M 2.5% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 88,552 $6.18M 1.49% +10,810 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 87,962 $6.14M 4.25% +3,512 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 87,873 $6.13M 0.62% +2,674 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 87,434 $6.1M 3.57% +2,022 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 87,421 $6.1M 1.73% +36,613 13F-HR Timeline Waterloo Capital, L.P. 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Burns & Company, LLC 78,390 $5.47M 0.74% -2,397 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 78,279 $5.46M 0.08% -10,043 13F-HR/A Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 77,935 $5.44M 2.37% +460 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 77,971 $5.44M 0.08% -13,036 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 77,946 $5.44M 3.22% -3,110 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 77,920 $5.43M 0.93% -21,428 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 77,860 $5.43M 0.36% +4,203 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 77,578 $5.41M 0.79% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. 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Schill & Associates 75,350 $5.26M 3.55% new 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 75,275 $5.25M 2.48% +10,464 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 75,162 $5.24M 0.37% -3,554 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 74,202 $5.18M 3.92% +18,024 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 73,683 $5.14M 0.09% +127 13F-HR Timeline Group Vericrest Private Wealth More: the full row for Vericrest Private Wealth 73,634 $5.14M 4.61% -3,092 13F-HR Timeline Willis Johnson & Associates, Inc. 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More: the full row for SBI Okasan Asset Management Co.Ltd. 75,209 $5.06M 0.21% +3,349 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 72,586 $5.06M 0.25% +3,340 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 72,521 $5.06M 0.63% +5,534 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 72,145 $5.03M 1.91% +5,072 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 72,055 $5.03M 2.92% +11,871 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 71,843 $5.01M 0.09% -6,088 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 71,685 $5M 0.38% +3,385 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 71,633 $5M 1.57% +22,277 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 71,542 $4.99M 1.35% +19,838 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 71,486 $4.99M 0.1% +3,531 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 71,442 $4.98M 1.7% +13,486 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 71,418 $4.98M 0.31% -4,640 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for LifePlan Investment Advisors, Inc. 68,541 $4.78M 1.88% +1,644 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 68,474 $4.78M 0.36% -7,009 13F-HR/A Timeline King Wealth Management Group More: the full row for King Wealth Management Group 68,320 $4.76M 0.6% +1,682 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 68,180 $4.76M 1.37% -2,011 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 60,437 $4.72M 4.43% +873 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. 67,136 $4.68M 0.09% +23,202 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 67,096 $4.68M 1.9% +876 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 66,827 $4.66M 0.34% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 66,770 $4.66M 1.44% -3,196 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 66,539 $4.64M 1.54% +8,712 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 66,247 $4.62M 3.73% -3,803 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 68,539 $4.61M 2.98% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 65,958 $4.6M 0.2% +1,765 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 65,471 $4.57M 0.59% -2,196 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 65,440 $4.56M 0.19% +60,907 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 65,304 $4.56M 0.17% +52,443 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 65,116 $4.54M 1.88% -1,509 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 65,098 $4.54M 0.01% 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 61,144 $4.54M 0.13% -5,067 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 65,048 $4.54M 2.14% -5,354 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 57,611 $4.49M 0.62% -267,816 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 64,414 $4.49M 0.54% +52,348 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 64,376 $4.49M 0.04% -27,847 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 64,370 $4.49M 2.91% -3,067 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 64,244 $4.48M 0.9% -396 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64,156 $4.47M 0.9% +16,696 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 64,145 $4.47M 5% 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 64,116 $4.47M 0.46% -1,713 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 63,937 $4.46M 4.41% +12,974 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 63,933 $4.46M 4.05% -778 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 63,861 $4.45M 2.79% -29,460 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 63,670 $4.44M +32,692 Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 63,610 $4.44M 1.3% +249 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 63,594 $4.44M 0.79% +1,769 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 63,003 $4.39M 1.4% -2,008 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 62,909 $4.39M 0.07% -14,792 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 62,330 $4.35M 0.21% +4,603 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 79,720 $4.32M 1.37% -35,225 13F-HR Timeline