CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 35,008 $2.9M 0.17% -31,819 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 34,993 $2.9M 0.9% +3,495 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 34,923 $2.89M 1.86% +337 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 34,708 $2.88M 1.32% +4,588 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 34,685 $2.87M 0.2% -3,484 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 34,665 $2.87M +35 Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 34,652 $2.87M 1.05% -3,774 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 34,421 $2.85M 0.88% +445 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 34,342 $2.84M 1.49% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 34,296 $2.84M 0.52% -1,492 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 34,208 $2.83M 0.06% +2,822 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 34,154 $2.83M 0.51% -2,024 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 34,102 $2.83M 0.8% +5,839 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 33,956 $2.81M 0.9% +4,603 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 33,894 $2.81M 1.09% -1,457 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 33,703 $2.79M 0.71% -175 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 33,524 $2.78M 0.22% -696 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 33,507 $2.78M 1.24% -1,102 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 33,474 $2.77M 0.45% -32 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 33,447 $2.77M 0.55% -10,999 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 33,382 $2.77M 0.15% -147 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 33,298 $2.76M 0.32% -14 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 33,257 $2.76M 1.49% +2,295 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 33,192 $2.75M 0.28% +23,797 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 33,003 $2.73M 0.61% +2,294 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 32,968 $2.73M 0.29% -784 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 32,808 $2.72M 0.57% +662 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 32,678 $2.71M 1.54% -1,322 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 32,469 $2.69M 0.15% -1,598 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 32,217 $2.67M 0.5% +1,472 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 31,909 $2.64M -31,761 Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 31,903 $2.64M 1.48% +6 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 31,886 $2.64M -588 Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 31,809 $2.64M 0.56% -1,347 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 31,692 $2.63M 0.75% +2,020 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 31,655 $2.62M 0.83% +13,929 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 31,559 $2.61M 0.18% +3,457 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 31,504 $2.61M 0.01% +1,470 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 32,529 $2.59M 1.73% -1,022 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 31,183 $2.58M 1.14% -291 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 31,177 $2.58M 0.28% -570 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 31,074 $2.57M 1.21% -14,841 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 30,881 $2.56M 0.49% +5,838 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 30,872 $2.56M 0.44% -739 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 30,865 $2.56M 0.26% -1,797 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 30,827 $2.55M 0.08% +10,025 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30,650 $2.54M 0.3% -4,235 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 30,610 $2.54M 0.1% -95 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 30,529 $2.53M 0.51% +779 13F-HR Timeline Group Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 30,472 $2.52M 1.88% +1,311 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 30,354 $2.51M 0.35% +3,117 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 30,352 $2.51M 0.04% -32,557 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 30,258 $2.51M <0.01% -1,125 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 30,207 $2.5M 0.11% +8,288 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 30,193 $2.5M 1.21% -934 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 29,817 $2.47M 0.93% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 29,763 $2.47M 0.05% +766 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 29,529 $2.45M 0.41% -25 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 29,519 $2.45M 0.66% +2,368 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 29,170 $2.42M 0.32% +6,959 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 29,156 $2.42M 0.8% -14,718 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 28,944 $2.4M 0.82% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 28,933 $2.4M 0.26% +5,128 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 30,548 $2.4M 0.05% +141 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 28,896 $2.39M 0.09% +7,837 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 28,827 $2.39M 1.32% +534 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 29,325 $2.38M 0.23% +4,368 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 28,786 $2.38M 1.84% -2,515 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 28,485 $2.36M 0.45% -19,888 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 28,417 $2.35M 1.1% -3,058 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 28,378 $2.35M 0.84% -1,048 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 28,377 $2.35M 0.71% -1,535 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 28,308 $2.35M 0.1% -660 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 28,046 $2.32M 0.13% -113 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 28,027 $2.32M 1.49% +9,041 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 27,971 $2.32M 0.34% +1,546 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 27,958 $2.32M 1.62% -2,551 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 27,927 $2.31M 1.01% +4,255 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 27,820 $2.3M 0.2% -208 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 27,803 $2.3M 0.12% +1,478 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 27,788 $2.3M 0.04% -2,225 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 27,703 $2.29M 0.43% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 27,615 $2.29M 1.68% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 27,557 $2.28M 0.96% +482 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 27,529 $2.28M 2.11% -840 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 27,460 $2.27M 1.46% -1,178 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 27,427 $2.27M 0.72% -68,736 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 27,830 $2.26M 0.12% -2,182 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 27,297 $2.26M 0.03% +18,666 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 27,122 $2.25M 0.34% +1,057 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 27,122 $2.25M 0.69% -9,433 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 27,045 $2.24M 0.87% -133,099 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 26,946 $2.23M 1.91% -303 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 26,912 $2.23M 0.24% -4,018 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 26,849 $2.22M +562 Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 26,828 $2.22M 0.37% +17,564 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,729 $2.22M 0.09% +11,856 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 31,527 $2.2M 0.09% +25,306 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 26,538 $2.2M 0.27% +142 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 26,490 $2.19M 2.47% -3,645 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 26,392 $2.19M 0.09% -11,009 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 26,337 $2.18M 0.02% +17,092 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 26,276 $2.18M 0.1% +184 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 26,217 $2.17M 1.49% -143 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 26,205 $2.17M 0.19% -411 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 26,108 $2.16M 0.11% +997 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 26,070 $2.16M 0.23% +8,699 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 26,032 $2.16M 0.82% +5,319 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 26,019 $2.16M 0.67% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 25,907 $2.15M 0.35% -6,854 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 25,875 $2.14M 1.01% +785 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,865 $2.14M 0.07% -45,539 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 25,738 $2.13M 0.28% -3,025 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 25,674 $2.13M 0.33% -37,920 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 25,599 $2.12M 0.05% +16 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25,573 $2.12M 0.06% -2,313 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 25,523 $2.11M 0.84% -36 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 25,435 $2.11M 0.06% -3,349 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 25,343 $2.1M 0.85% +7,182 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 25,335 $2.1M 1.1% +20,228 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 25,252 $2.09M 0.35% +25,159 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 25,183 $2.09M 0.1% +554 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 25,140 $2.08M 0.12% +13,590 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 25,099 $2.08M 0.57% -2,523 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 24,958 $2.07M 2.11% 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 24,936 $2.07M 1.15% +120 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 24,925 $2.06M 1.55% +903 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 24,843 $2.06M 0.54% +3,751 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 24,835 $2.06M 0.2% +388 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 24,777 $2.05M 0.06% +2,719 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,691 $2.05M 0.11% +12,902 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 24,668 $2.04M 0.71% +1,623 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 25,049 $2.04M 0.87% -462 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 24,494 $2.03M 0.09% +11,569 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 24,489 $2.03M 0.66% -5,263 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 24,483 $2.03M 0.92% -7,181 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 24,455 $2.03M 0.62% -373 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 24,400 $2.02M 0.22% +70 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 24,392 $2.02M 0.82% +284 13F-HR Timeline CONTINENTAL ADVISORS LLC More: the full row for CONTINENTAL ADVISORS LLC 24,300 $2.01M 1.18% -16,500 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 24,212 $2.01M 0.38% -522 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,157 $2M 0.08% +5,181 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 24,098 $2M 0.08% +962 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 24,092 $2M 0.27% -1,750 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 24,052 $1.99M 0.64% -8,373 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 24,006 $1.99M 0.81% +1,511 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 24,001 $1.99M 0.13% -668 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 23,972 $1.99M 0.73% +1,269 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 23,915 $1.98M 1.71% -14,051 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 24,149 $1.98M 1.4% -291 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 23,858 $1.98M 0.05% +1,545 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 23,765 $1.97M 1.13% -3,696 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 23,743 $1.97M 0.36% -2 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 23,721 $1.97M 0.26% +2,714 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 23,682 $1.96M 0.09% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 23,668 $1.96M 0.17% +16,296 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 23,559 $1.95M 0.34% -1,406 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 23,517 $1.95M 0.16% 0 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 23,495 $1.95M 0.07% +2,691 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 23,484 $1.95M 0.75% +19,714 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 23,484 $1.95M 0.75% -3,146 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 23,426 $1.94M 0.73% +381 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 23,384 $1.94M 0.25% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 23,136 $1.93M 0.52% +209 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 23,246 $1.93M 0.48% +203 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 23,238 $1.93M 0.03% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 23,233 $1.92M 0.14% +351 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 23,162 $1.92M 0.22% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 22,967 $1.9M 0.26% +11,378 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 22,866 $1.89M 0.24% +1,656 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 22,689 $1.88M 0.45% +2,669 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 22,644 $1.88M 0.59% -4,112 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22,564 $1.87M 0.01% +21,304 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 22,609 $1.87M 0.23% -1,058 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 22,517 $1.87M 0.08% +1,331 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 22,419 $1.86M 0.49% -13 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 22,401 $1.86M 0.85% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 22,347 $1.85M 1.02% -370 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 23,959 $1.85M 0.92% -4,510 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 22,320 $1.85M 1.54% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 22,259 $1.84M 0.28% -9,621 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 22,180 $1.84M 0.16% -14,815 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,994 $1.82M 0.13% +609 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 21,958 $1.82M 0.21% +4,843 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 21,893 $1.81M 0.57% +163 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 21,870 $1.81M 0.58% +21,270 13F-HR Timeline Group AXA S.A. in group AXA S.A. 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