ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 613,911 $35.8M 8.08% +1,445 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 586,193 $35.6M 0.08% +15,541 13F-HR/A Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 606,371 $35.4M 0.34% -5,374 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 580,661 $35M 8% +291,420 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 590,405 $34.5M 0.26% +136,743 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 601,273 $34.2M 0.19% +76,543 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 581,219 $33.9M 2.66% +5,416 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 577,020 $33.7M 0.06% +38,659 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 573,885 $33.5M 1.22% -38,981 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 572,380 $33.4M 0.39% -469,127 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 566,801 $33.1M 11.68% +7,320 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 563,444 $32.9M 0.73% +118,122 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 558,845 $32.6M 0.02% +9,632 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 558,637 $32.6M 2.66% +18,837 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 553,002 $32.3M 0.8% +34 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 542,354 $31.6M 5.53% +93 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 527,763 $30.8M 0.01% +523,698 13F-HR/A Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 522,791 $30.5M 2.11% +62,788 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 522,105 $30.5M 0.6% +5,665 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 518,795 $30.3M 0.73% -13,286 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 514,454 $30M 2.25% +38,465 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 514,278 $30M 0.23% +316,207 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 511,601 $29.9M 0.26% -37 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 510,119 $29.8M 7.01% -10,510 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 509,064 $29.7M 0.45% -5,264 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 495,287 $29.6M +32,523 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 503,638 $29.4M 0.24% +20,588 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 500,277 $29.2M 5.14% +20,633 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 494,031 $28.8M 2.36% +2,488 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 490,836 $28.6M 0.15% +282,520 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 490,165 $28.6M 3.51% +8,733 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 485,802 $28.3M 0.53% -5,026 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 484,735 $28.3M 7.71% +15,628 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 477,896 $27.9M 1.85% +5,896 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 476,738 $27.8M 0.43% -58,979 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 475,403 $27.7M 0.7% -253,326 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 538,456 $27.5M 0.06% +1,554 13F-HR Timeline Group Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 471,416 $27.5M 9.29% +2,591 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 469,637 $27.4M 15.14% -11,828 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 469,306 $27.4M 1.73% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 468,500 $27.3M 2.28% +2,689 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 466,001 $27.2M 0.03% -237,393 13F-HR/A Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 457,822 $26.7M 1.02% +8,073 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 456,059 $26.6M 0.23% -5,108 13F-HR/A Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 453,027 $26.4M 1.73% +92,940 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 442,257 $25.8M 3% +153,061 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 438,409 $25.6M 1.95% +1,693 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 434,628 $25.4M 0.65% +22,308 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 429,243 $25M 8.54% +25,076 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 428,794 $25M 7.12% +17,037 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 428,347 $25M 0.48% +12,176 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 426,653 $24.9M 4.58% +15,872 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 423,293 $24.7M 2.89% -4,629 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 423,262 $24.7M 0.14% +3,100 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 420,079 $24.5M 0.25% -62,389 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 417,900 $24.4M 6.45% -19,048 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 417,503 $24.4M 0.14% -19,358 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 416,055 $24.3M 2.69% +28,624 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 414,318 $24.2M 3.3% -409,455 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 414,254 $24.2M 4.01% -12,217 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 411,957 $24M 10.03% +7,689 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 403,084 $23.5M 4.47% +11,672 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 401,718 $23.4M 11.31% +4,056 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 398,103 $23.2M 1.8% -2,229 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 396,879 $23.2M 15.04% -10 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 394,253 $23M 0.14% -28,204 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 393,098 $22.9M 0.14% -12,283 13F-HR Timeline Group Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 392,814 $22.9M 10.4% 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 391,386 $22.8M 0.64% +194,926 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 390,487 $22.8M 0.27% -1,147 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 389,152 $22.7M 0.79% +74,100 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 388,920 $22.7M 0.26% -7,863 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 388,240 $22.7M 3.96% -11,067 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 386,706 $22.6M 10.85% -2,392 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 385,807 $22.5M 2.4% -7,317 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 385,488 $22.5M 3.41% +4,221 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 379,536 $22.1M 1.01% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 378,527 $22.1M 0.54% -30,905 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 376,359 $22M 4.66% +16,071 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 375,378 $21.9M 0.6% -12,330 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 375,184 $21.9M 4.64% +26,908 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 367,244 $21.4M 1% +42,485 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 365,071 $21.3M 1.69% +72,451 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 362,897 $21.2M 1.04% +19,356 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 362,653 $21.2M 0.15% +48,716 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 362,514 $21.2M 7.13% +3,654 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 362,443 $21.1M 4.23% -118,302 13F-HR Timeline ANB BANK More: the full row for ANB BANK 362,070 $21.1M 9.44% +15,673 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 361,468 $21.1M 1.3% +84,081 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 361,394 $21.1M 0.87% +544 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 359,567 $21M 0.67% -19,358 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 354,075 $20.7M 5.81% +11,561 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 353,010 $20.6M 0.4% +4,023 13F-HR/A Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 353,007 $20.6M 7.79% +10,447 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 349,318 $20.4M 9.54% -912 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 349,141 $20.4M 0.12% -63,791 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 348,418 $20.3M 2.53% +3,968 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 347,537 $20.3M 3% +330,130 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 347,372 $20.3M 6.19% +27,178 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 346,300 $20.2M 3.2% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 344,563 $20.1M 2.03% +95,039 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 342,015 $20M 8.05% -3,608 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 340,432 $19.9M 1.9% +964 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 340,382 $19.9M 7.67% -28,655 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 340,235 $19.9M 7.24% +20,136 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 339,017 $19.8M 0.99% +25,732 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 338,182 $19.7M 3.17% 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 335,574 $19.6M 0.29% +18,205 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 370,389 $19.4M 4.36% +43,625 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 330,740 $19.3M 0.68% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 330,201 $19.3M 0.96% -8,168 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 328,480 $19.2M 0.49% -119,064 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 324,456 $19M 0.38% +19,243 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 323,999 $18.9M 2.65% +8,724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 323,251 $18.9M 2.71% -6,674 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 321,150 $18.7M 0.76% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 320,078 $18.7M 1.66% +1,470 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 319,885 $18.7M 10.36% -7,275 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 319,386 $18.6M 0.21% -24,545 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 318,534 $18.6M 0.1% -23,742 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 312,401 $18.2M 2.68% -5,704 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 310,129 $18.2M 0.03% +995 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 311,741 $18.2M 6.47% +2,031 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 309,728 $18.1M 0.14% -3,375 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 308,833 $18M 0.59% +13,326 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 305,599 $17.8M 7.18% -3,455 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 304,650 $17.8M 3.52% +23,297 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 304,151 $17.7M 4.86% +9,586 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 302,884 $17.7M 3.79% +6,690 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 302,392 $17.6M +3,845 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 302,188 $17.6M 0.88% +11,150 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 300,852 $17.6M 2.13% +9,818 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 299,576 $17.5M 2.57% +4,598 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 298,852 $17.4M 3.77% +3,494 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 297,644 $17.4M 1.62% +17,470 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 296,975 $17.3M 2.36% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 296,947 $17.3M 1.55% -15,300 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 294,033 $17.2M 5.19% +3,256 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 293,632 $17.1M 2.62% -103,240 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 318,498 $17.1M 8.05% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 290,657 $17M 6.27% +21,867 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 290,628 $17M 4.78% +40,669 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 289,121 $16.9M 1.76% +1,053 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 289,013 $16.9M 3.53% +4,816 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 288,590 $16.8M 1.27% -15,364 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 287,758 $16.8M 0.68% -22,764 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 287,251 $16.8M 0.83% -4,242 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 285,424 $16.7M 0.02% +75,425 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 283,145 $16.5M 0.57% -6,516 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 282,963 $16.5M 3.46% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 280,857 $16.4M 5.86% +3,260 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 279,956 $16.3M 1.98% -174,550 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 279,758 $16.3M 4.77% +78,368 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 277,476 $16.2M 9.63% -292 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. 277,265 $16.2M 1.18% -6,847 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 275,999 $16.1M 1.59% +11,149 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 275,747 $16.1M 2.09% +7,139 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 275,656 $16.1M 1.13% -123,548 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 274,536 $16M 0.11% -22,776 13F-HR Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 281,308 $15.9M 14.42% +62,860 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 272,272 $15.9M 3.53% +5,301 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 271,495 $15.8M 1.91% +263,158 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 270,871 $15.8M 9.95% +15,914 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 270,166 $15.8M 0.93% +17,330 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 268,929 $15.7M 2.9% +17,011 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 267,450 $15.6M 23.67% +56,365 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 266,940 $15.6M 3.41% +154 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 264,587 $15.4M 2.3% +36,995 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 264,467 $15.4M 9.68% -8,466 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 262,617 $15.3M 3.45% +9,665 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 260,433 $15.2M 1.91% +7,521 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 259,425 $15.1M 5.43% -35,205 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 257,227 $15M 5.39% +1,033 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 244,315 $14.9M 12.15% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 254,721 $14.9M 0.75% -271,947 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 254,011 $14.8M 2.69% +4,011 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 252,644 $14.7M 5.81% +21,033 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 251,059 $14.6M 0.17% +106,410 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 250,594 $14.6M 4.16% +5,066 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 249,670 $14.6M 4.04% +4,598 13F-HR Timeline Tower Wealth Partners, Inc. 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