Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,171,483 $249M 5.25% +103,653 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,557,560 $208M 9.81% +75,621 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,741,293 $141M 1% +161,394 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,391,623 $113M 2.82% -1,783 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,011,495 $81.4M 1.95% +113,514 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 887,182 $72M 0.86% +177,592 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 595,263 $48.3M 1.63% +62,305 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 543,606 $44.1M 3.18% +23,931 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 471,894 $38.3M 6.98% +34,406 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 447,097 $36.3M 4.01% -89,713 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 383,999 $31.2M 3.1% -8,049 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 361,861 $29.4M 2.44% -86,744 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 347,556 $28.2M 1.13% +192,574 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 285,500 $23.2M 3.92% +3,622 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 262,212 $21.3M 5.67% +5,055 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 253,672 $20.6M 0.54% -22,773 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 247,274 $20.1M 1.15% -15,027 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 244,636 $19.9M 2.24% +24,084 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 204,452 $16.6M 4.82% -142 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 202,787 $16.5M 3.87% +7,301 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 202,142 $16.4M 0.92% +12,105 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 198,784 $16.1M 0.45% -8,607 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 166,732 $13.7M 0.17% +20,979 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 156,300 $12.7M 5.77% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 153,348 $12.4M 0.94% +33,770 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 148,300 $12M 0.78% +4,968 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 147,059 $11.9M 1.32% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 146,029 $11.9M 2.05% +13,872 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 142,344 $11.6M 3.68% +11,765 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 139,000 $11.3M 3.37% -413 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 133,745 $10.9M 1.14% -21,705 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 124,721 $10.1M 0.64% +2,186 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 120,588 $9.79M 0.84% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 118,004 $9.58M 1.19% +113,991 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 116,932 $9.49M 0.94% -95,741 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 101,325 $8.22M 4.3% -13,646 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 96,556 $7.84M 1.78% -16,393 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 95,373 $7.74M 0.1% +8,127 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 92,734 $7.53M 2.63% +3,960 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 89,223 $7.24M 1.3% +3,719 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 87,179 $7.08M 4.78% +4,207 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 81,956 $6.65M 5.18% -2,350 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 66,578 $5.4M 0.08% -52,501 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 66,073 $5.36M 1.45% +5,073 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 61,147 $4.96M 3.61% +1,991 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 60,473 $4.91M 0.13% +2,987 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57,908 $4.7M 0.14% -16,157 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 54,118 $4.39M 2.32% -7,691 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 53,299 $4.33M 0.71% -74 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 51,736 $4.2M 0.66% +7,854 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 40,705 $3.3M 0.96% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 37,601 $3.05M 1.49% -91 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 37,068 $3.01M 1.79% -1,116 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 34,841 $2.83M 0.19% -8,940 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 33,251 $2.7M 0.44% -223 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 28,597 $2.32M 2.19% +3,639 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 27,741 $2.25M 1.65% +126 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 26,877 $2.18M 1.8% -69 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 23,434 $1.9M 0.18% -234 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 22,909 $1.86M 0.15% -608 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 22,220 $1.8M 0.36% +1,114 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 21,693 $1.76M 1.05% +89 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 21,335 $1.73M 0.7% +671 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 20,584 $1.67M 0.37% -209 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 20,082 $1.63M 1.52% -717 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 18,529 $1.5M 1.01% +8,883 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 18,189 $1.48M 0.4% -889 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,779 $1.44M 0.04% +270 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,591 $1.43M 0.33% +1,636 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,936 $1.37M 0.21% +277 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,532 $1.34M 0.11% -173 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 16,226 $1.32M 0.1% -5,768 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 16,111 $1.31M 0.1% -346,203 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,948 $1.21M 0.07% -499 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,815 $1.2M 0.1% -1,102 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 14,799 $1.2M 0.94% +6 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,848 $1.12M 0.44% +440 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13,290 $1.08M 0.73% +42 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,840 $1.04M 0.11% +11,441 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,700 $1.03M 0.2% -943 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,951 $970K 0.33% -519 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,660 $939K 0.04% -18,547 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,141 $923K 0.29% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,976 $891K 0.49% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,022 $813K 0.16% -231 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,678 $785K 0.06% +168 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 9,136 $741K 0.28% -248 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 9,010 $731K 0.15% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,918 $724K 0.04% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 8,619 $700K 0.42% -1,293 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,274 $672K 0.08% -25 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,236 $668K 0.08% +72 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,721 $627K 0.4% 0 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 7,619 $618K 0.01% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 7,555 $613K 0.07% -688 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 7,354 $597K 0.45% +170 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 7,071 $574K 0.15% +3,926 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,754 $548K 0.13% +868 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,646 $539K 0.05% +179 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,569 $452K 0.1% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,515 $448K 0.17% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,032 $408K 0.11% -143 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 4,779 $388K 0.26% +823 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,682 $380K 0.17% -450 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,571 $371K 0.21% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,165 $338K 0.05% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,084 $331K 0.14% +1,255 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,899 $316K 0.06% +210 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,826 $311K 0.2% 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $306K 0.22% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,562 $289K 0.14% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 3,560 $289K 0.2% -372 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,398 $276K 0.13% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,367 $273K 0.06% -21 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,323 $270K 0.06% -581 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,260 $265K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3,177 $258K 0.02% +67 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,108 $252K 0.09% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,964 $248K 0.11% +190 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,860 $236K 0.1% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,838 $230K <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,717 $221K 0.07% -1,166 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,701 $219K 0.05% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,638 $214K 0.04% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,635 $214K 0.13% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,600 $211K 0.01% +7 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,448 $203K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,289 $186K 0.03% +685 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,168 $94.8K 0.05% -1,700 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 956 $77.6K 0.01% +107 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 603 $49K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 465 $37.7K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 394 $32K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 309 $25.1K 0.01% +102 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 260 $21.1K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 199 $16.2K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 94 $7.63K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 76 $6.17K <0.01% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 27 $2.19K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10 $747 <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8 $674 <0.01% 0 13F-HR Timeline