YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 604,397 $46.6M 2.98% +34,885 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 603,088 $46.5M 0.3% +80,785 13F-HR/A Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 602,154 $46.4M 1.81% -1,720 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 595,959 $46M 6.26% -39,120 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 591,569 $45.6M 12.57% +87,372 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 590,555 $45.5M 2.9% +25,143 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 585,874 $45.2M 3.37% -370 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 576,397 $44.4M 0.17% +155,881 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 574,352 $44.3M 7.46% +41,163 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 587,162 $44.2M 8.82% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 563,919 $43.5M 0.34% +32,623 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 563,757 $43.5M 5.64% +12,183 13F-HR/A Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 555,851 $42.9M 2.89% +20,826 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 553,675 $42.7M 0.13% +111,548 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 552,240 $42.6M 0.68% +1,253 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 551,186 $42.5M 0.54% +10,941 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 548,802 $42.3M 0.06% -12,899 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 545,312 $42M 2.83% +8,301 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 536,816 $41.4M 5.3% -2,579 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 533,317 $41.1M 4.24% -58,476 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 532,055 $41M 10.77% -9,315 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 531,468 $41M 0.01% +146,938 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 530,909 $40.9M 3.82% +20,896 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 529,378 $40.8M 0.17% -30,964 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 526,930 $40.6M 0.6% +18,538 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 526,146 $40.5M 0.22% -8,916 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 525,121 $40.5M 1.17% +155,406 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 525,121 $40.5M 0.13% +379,455 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 519,419 $40.1M 0.46% +56,060 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 518,901 $40M 11.23% -23,652 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 515,533 $39.8M 2.13% -4,819 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 513,563 $39.6M 0.3% -3,913 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 513,069 $39.6M 0.77% +9,660 13F-HR Timeline Group Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 512,208 $39.5M 7.68% +15,749 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 509,988 $39.3M 1.51% +27,746 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 508,963 $39.2M 2.92% +13,494 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 505,787 $39M 4.03% -6,777 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 499,802 $38.5M 0.45% +11,734 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 493,350 $38M 3.37% -4,097 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 492,955 $38M 2.28% +8,925 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 491,224 $37.9M 4.49% +32,043 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 490,013 $37.8M 6.99% -4,577 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 489,850 $37.8M 9.48% +12,524 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 489,709 $37.8M 0.43% -18,186 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 486,270 $37.5M 6.39% +175 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 479,288 $37M 1.68% +40,531 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 479,069 $36.9M 0.11% +19,603 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 477,342 $36.8M 0.26% +116,242 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 476,645 $36.8M 0.04% +188,278 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 475,865 $36.7M 4.04% -120,732 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 474,232 $36.6M 0.17% +55,674 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 473,125 $36.5M 0.76% +950 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 472,307 $36.4M 0.34% -43,571 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 478,863 $36.1M 0.51% +17,673 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 465,270 $35.9M 0.6% -11,631 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 464,048 $35.8M 13.77% +11,104 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 463,953 $35.8M 1.13% +28,694 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 459,664 $35.4M 8.78% -1,957 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 457,005 $35.2M 0.39% +20,098 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 455,491 $35.1M 3.39% +18,178 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 455,314 $35.1M 2.57% -96,519 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 455,097 $35.1M 7.76% -9,562 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 455,097 $35.1M 5.56% +27,828 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 455,000 $35.1M 1.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 452,156 $34.9M 1.15% +9,571 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 434,926 $33.5M 0.62% +6,426 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 432,570 $33.4M 1.52% +51,295 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 431,810 $33.3M 1.24% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 428,400 $33M 0.01% -19,137 13F-HR Timeline Group Randolph Co Inc More: the full row for Randolph Co Inc 428,397 $33M 2.78% +2,246 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 426,953 $32.9M 0.1% +440 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 425,279 $32.8M 4.99% +1,786 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 424,620 $32.7M 0.12% -13,952 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 422,669 $32.6M 3.23% +7,772 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 420,147 $32.4M 0.33% +9,474 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 417,673 $32.2M 9.91% +1,125 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 416,594 $32.1M 3.51% +5,975 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 416,280 $32.1M 6.05% -9,010 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 412,137 $31.8M 1.68% +84,555 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 409,810 $31.6M 8.79% +12,382 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 408,629 $31.5M 14.92% +2,367 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 405,049 $31.2M 0.05% -100,014 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 404,308 $31.2M 0.05% +9,637 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 400,343 $30.9M 2.01% +381 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 399,883 $30.8M 0.05% +668 13F-HR Timeline Group Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 399,067 $30.8M 5.37% +14,188 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 398,148 $30.7M 6.3% -17,884 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 396,971 $30.6M 3.68% +141,924 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 395,458 $30.5M 0.05% +189,841 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 390,586 $30.1M 3.23% +26,838 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 389,890 $30.1M 1.27% +3,911 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 389,361 $30M 3.59% +4,701 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 388,111 $29.9M 4.66% new 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 387,908 $29.9M 10.94% -871 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 387,653 $29.9M 1.07% +116,695 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 384,262 $29.6M 4.5% +11,112 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 383,982 $29.6M 4.95% +3,615 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 383,925 $29.6M 0.35% +74,865 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 381,125 $29.4M 3.72% +2,789 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 378,917 $29.2M 4.77% -5,183 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 378,363 $29.2M 0.01% +101,499 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 377,450 $29.1M 1.56% +13,035 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 384,773 $29.1M 4.17% -6,399 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 373,784 $28.8M 1.86% -18,201 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 372,139 $28.7M 0.89% +21,588 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 371,641 $28.7M 0.27% +65,696 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 371,526 $28M 4.38% +1,470 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 361,909 $27.9M 0.43% -3,687 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 361,251 $27.9M 0.39% +3,791 13F-HR/A Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 359,000 $27.7M 2.73% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 357,547 $27.6M 0.23% +4,981 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 362,191 $27.6M 1.84% +55,686 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 363,630 $27.5M 1.51% -53,950 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 355,023 $27.4M 18.31% +2,044 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 350,159 $27M 6.95% +9,743 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 349,506 $27M 13.64% +11,752 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 347,451 $26.8M 2.16% +8,884 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 343,409 $26.5M 3.11% -866 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 343,070 $26.5M 9.76% +5,994 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 342,324 $26.4M 3.04% +30,595 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 341,975 $26.4M 0.29% -14,036 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 341,501 $26.3M 4.81% +8,305 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 341,491 $26.3M 0.16% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 341,485 $26.3M 0.25% +25,338 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 344,299 $26.3M 2.17% -8,326 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 338,405 $26.1M 0.28% -4,572 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 337,647 $26M 5.62% +7,755 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 337,217 $26M 5.85% +3,727 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 336,148 $25.9M 7.36% +7,963 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 335,911 $25.9M 0.57% +73,123 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 333,521 $25.7M 0.57% -11,239 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 332,360 $25.6M 3.29% -284 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 330,740 $25.5M 0.76% 0 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 330,500 $25.5M 2.45% +2,624 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 328,820 $25.4M 0.39% -1,912 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 327,722 $25.3M 3.26% +1,196 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 326,283 $25.2M +16,642 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 325,897 $25.1M 0.46% -4,766 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 325,484 $25.1M 1.2% -132,704 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 323,292 $24.9M 10.32% +1,874 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 323,269 $24.9M 0.14% -4,912 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 323,134 $24.9M 0.11% -2,717 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 322,816 $24.9M 3.43% +23,688 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 316,310 $24.4M 5.1% +3,734 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 314,135 $24.2M 11.59% +2,765 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 314,111 $24.2M 1.39% +24,351 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 313,704 $24.2M 4.23% -4,861 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 313,179 $24.1M 9.85% +16,188 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 311,487 $24M 4.13% +8,317 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 313,797 $24M 0.04% +2,616 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 311,001 $24M 8.95% -20,382 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 309,593 $23.9M 2.02% +3,740 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 308,888 $23.8M 10.37% +9,087 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 314,218 $23.6M 2.82% +18,599 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 304,730 $23.5M 6.67% -2,903 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 304,712 $23.5M 2.45% +1,156 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 304,447 $23.5M 0.48% -2,005 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 303,717 $23.4M 5.26% +388 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 302,785 $23.3M 3.14% -56,754 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 302,462 $23.3M 1.39% -6,086 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 302,394 $23.3M 4.12% +14,526 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 301,937 $23.3M 5.66% +32,637 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 303,474 $23.3M +22,274 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 301,161 $23.2M 0.93% -4,351 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 300,185 $23.1M 3.69% -983 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 299,852 $23.1M 1.33% -2,009 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 298,404 $23M 0.29% +119,200 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 291,005 $22.8M 1.19% +26,310 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 293,746 $22.7M 5.7% -6,209 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 293,654 $22.6M 0.42% +4,363 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 292,611 $22.6M -12,323 Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 292,352 $22.5M 3.3% -5,633 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 289,667 $22.3M 0.88% -23,409 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 289,162 $22.3M 0.15% +202,616 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 287,252 $22.1M 6.38% -898 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 286,776 $22.1M 0.41% -21,142 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 286,085 $22.1M 14.78% +271 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 285,535 $22M 2.55% +6,545 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 284,311 $21.9M 5.48% +164,026 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 282,564 $21.8M 9.25% +8,769 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 281,735 $21.7M 0.74% -2,493 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 281,143 $21.7M 3.45% +4,054 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 279,751 $21.6M 2.83% -1,809 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 279,409 $21.5M 0.54% -73,953 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 276,572 $21.3M 4.29% +3,222 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 276,503 $21.3M 0.78% -5,830 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 275,798 $21.3M 0.25% +140,521 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 272,310 $21M 0.1% -330 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 268,106 $20.7M 8.83% +2,692 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 266,850 $20.6M 6.66% +16,321 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 266,068 $20.5M 0.67% -5,629 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 266,031 $20.5M 1.38% -1,576 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 264,081 $20.4M 1.76% +1,469 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 263,505 $20.3M 9.57% -1,213 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 262,847 $20.3M 22.39% -1,845 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 259,966 $20M 6.27% +963 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 258,647 $19.9M 1.29% +397 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 256,823 $19.8M 1.13% -2,275 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 256,700 $19.8M 0.01% new 13F-HR Timeline Group MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 255,839 $19.7M 16.85% +7,074 13F-HR Timeline