Allworth Financial LP More: the full row for Allworth Financial LP 560,342 $37.8M 0.15% -18,576 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 551,833 $37.3M 2.7% -192,004 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 551,574 $37.2M 5.43% -30,525 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 550,987 $37.2M 0.69% -9,303 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 542,553 $36.6M 11.33% -118,697 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 541,370 $36.6M 11.14% -14,282 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 540,245 $36.5M 0.52% +20,587 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 539,395 $36.4M 5.36% +13,474 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 538,822 $36.4M 0.4% +13,982 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 537,011 $36.3M 2.96% +308,598 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 531,296 $36.2M 0.34% +71,210 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 535,025 $36.1M 2.73% -7,243 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 535,062 $36.1M 0.22% -18,995 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 533,189 $36M 6.86% +60,900 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 522,303 $35.3M 0.28% +296 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 520,352 $35.1M 2.06% +32,403 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 517,476 $34.9M 0.25% +17,562 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 515,878 $34.8M 0.37% -77,664 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 512,564 $34.6M 3.82% +40,816 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 510,013 $34.4M 3.58% +15,538 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 508,392 $34.3M 0.58% +30,395 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 507,895 $34.3M 0.43% +9,209 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. 505,063 $34.1M 0.06% +228,249 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 504,197 $34M 12.04% +13,673 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 503,409 $34M 0.77% -6,062 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 461,190 $33.6M 0.5% +94,286 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 497,447 $33.6M 3.33% +3,121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 496,459 $33.5M 7.42% +8,941 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 495,469 $33.5M 2.91% +5,932 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 494,590 $33.4M 7.14% +3,378 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 488,068 $33M 0.45% +291,207 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 486,095 $32.8M 6.27% +947 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 484,030 $32.7M 2.11% -508,646 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 482,242 $32.6M 1.36% +29,240 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 477,326 $32.2M 9.57% +2,570 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 476,901 $32.2M 0.61% -4,920 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 472,175 $31.9M 0.75% +13,255 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 467,242 $31.6M -66,121 Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 464,659 $31.4M 8.16% +11,589 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 463,359 $31.3M 0.42% +19,637 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 461,621 $31.2M 8.67% +34,380 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 459,466 $31M 0.11% +562 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 459,181 $31M 3.89% +31,571 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 458,188 $30.9M 1.59% -6,925 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 458,174 $30.9M 9.45% +76,850 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 455,000 $30.7M 1.02% -965,000 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 452,944 $30.6M 13.6% +94,578 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 450,878 $30.4M 2.28% +50,412 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 447,537 $30.2M 0.01% +435,102 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,385,190 $30M 0.19% +40,495 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 442,585 $29.9M 1.08% +10,863 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 442,127 $29.9M 0.14% -10,344 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 438,757 $29.6M 1.53% +45,755 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 438,572 $29.6M 0.1% -122,027 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 437,313 $29.5M 3.23% +29,378 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 436,907 $29.5M 0.38% +4,163 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 435,259 $29.4M 1.09% +18,376 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 428,500 $28.9M 0.69% +113,633 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 427,269 $28.9M 6.2% +123,459 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 426,513 $28.8M 0.1% 0 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 426,151 $28.8M 2.75% +386 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 425,290 $28.7M 5.93% -39,151 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 423,493 $28.6M 4.85% -2,137 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 420,516 $28.4M 0.14% -63,861 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 418,558 $28.3M 0.15% +15,954 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 417,580 $28.2M 1.69% +58,041 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 416,548 $28.1M 10.38% -5,883 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 416,032 $28.1M 6.26% -8,165 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 414,897 $28M 3.31% -18,945 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 410,673 $27.7M 0.33% +50,977 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 410,619 $27.7M 3.47% +10,107 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 391,172 $27.6M 4.23% -5,792 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 406,262 $27.4M 14.94% +1,471 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 399,962 $27M 1.9% -366 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 399,215 $27M 0.05% -64,409 13F-HR Timeline Group Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 397,428 $26.8M 9.87% +14,001 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 394,671 $26.7M 0.04% +52,678 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 391,985 $26.5M 1.95% -74,329 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 388,779 $26.3M 10.81% +10,294 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 385,979 $26.1M 1.21% +70,529 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 384,660 $26M 3.59% +57,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 384,879 $26M 5.18% +25,993 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 384,100 $25.9M 4.62% -1,000 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 383,153 $25.9M 0.64% -2,894 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 381,275 $25.7M 1.33% +68,326 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 380,367 $25.7M 4.73% -5,543 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 378,336 $25.5M 3.71% +5,939 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 384,530 $25.2M 0.01% +114,723 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 373,150 $25.2M 4.28% +10,401 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 370,056 $25M 4.36% +2,929 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 369,715 $25M 0.85% +10,315 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 365,596 $24.7M 0.45% -16,847 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 364,415 $24.6M 1.46% -8,769 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 363,748 $24.6M 3.16% +21,944 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 361,100 $24.4M 0.21% +15,845 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 359,539 $24.3M 3.57% +9,977 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 359,000 $24.2M 2.66% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 357,460 $24.1M 0.38% +5,356 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 352,625 $24M 2.15% -7,596 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 356,011 $24M 0.3% -7,946 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 353,362 $23.9M 0.66% -8,899 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 352,979 $23.8M 18.21% +4,617 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 352,566 $23.8M 0.23% +33,257 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 350,551 $23.7M 0.8% +34,649 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 344,760 $23.3M 0.55% -15,792 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 344,275 $23.2M 3.36% -4,927 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 342,977 $23.2M 0.3% -6,834 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 340,416 $23M 6.89% +421 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 338,567 $22.9M 2.11% +12,292 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 337,754 $22.8M 14.02% +3,818 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 312,576 $22.8M 4.73% +37,839 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 337,076 $22.8M 9.34% +2,122 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 333,490 $22.5M 6.51% +3,145 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 333,196 $22.5M 4.76% +19,429 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 332,644 $22.5M 3.27% -570 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 331,383 $22.4M 9.05% -15,420 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 306,505 $22.3M 1.54% -5,280 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 330,740 $22.3M 0.74% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 330,732 $22.3M 0.37% +50,421 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 330,663 $22.3M 0.46% +2,082 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 329,892 $22.3M 5.2% +6,390 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 328,181 $22.2M 0.13% -14,601 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 328,185 $22.2M 7.21% +33,416 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 327,876 $22.1M 2.35% +11,014 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 327,582 $22.1M 1.67% +46,678 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 326,526 $22.1M 3.41% +40,416 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 325,851 $22M 0.11% -3,876 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 324,768 $21.9M 0.02% +141,687 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 321,418 $21.7M 9.97% +1,994 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 318,565 $21.5M 4.04% +5,413 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 316,147 $21.3M 0.24% -136,745 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 311,181 $21.2M 0.04% +3,298 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 313,076 $21.1M 0.85% -21,080 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 311,729 $21M 2.77% +24,511 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 311,370 $21M 10.74% -7,090 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 309,641 $20.9M -12,567 Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 309,060 $20.9M 0.26% +11,729 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 308,548 $20.8M 1.42% -7,087 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 307,918 $20.8M 0.49% -17,744 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 307,633 $20.8M 6.96% +9,373 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 306,452 $20.7M 0.48% -786 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 305,945 $20.7M 0.23% -68,936 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 305,853 $20.7M 2.05% -2,741 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 305,512 $20.6M 0.9% +16,211 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 304,934 $20.6M -6,010 Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 303,556 $20.5M 2.35% +13,492 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 303,329 $20.5M 5.1% -2,028 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 303,170 $20.5M 3.97% -5,295 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 301,861 $20.4M 1.33% +3,728 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 301,168 $20.4M 4.73% +592 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 300,964 $20.3M 0.3% new 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 299,955 $20.3M 5.5% +2,799 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 299,801 $20.2M 10.06% +5,558 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 299,128 $20.2M 3.31% +18,733 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 297,985 $20.1M 3.25% +3,120 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 296,991 $20.1M 9.86% +13,523 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 295,619 $20M 2.57% +35,877 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 294,992 $19.9M 0.11% +4,683 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 289,760 $19.6M 1.39% +46,700 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 289,291 $19.5M 0.44% -7,547 13F-HR/A Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 288,689 $19.5M 1.59% -376,748 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 288,367 $19.5M 0.03% +50,377 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 288,150 $19.5M 6.45% -5,333 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 287,868 $19.4M 4% +16,574 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 285,814 $19.3M 14.86% +9,586 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 284,228 $19.2M 0.65% +5,403 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 282,925 $19.1M 0.32% -47,070 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 282,333 $19.1M 0.78% -2,301 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 281,560 $19M 2.73% +8,762 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 278,990 $18.8M 2.4% +21,615 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 277,089 $18.7M 3.36% +4,049 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 276,864 $18.7M 0.01% +4,964 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 281,200 $18.6M +24,998 Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 273,795 $18.5M 9.55% +2,946 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 273,350 $18.5M 4.41% +4,206 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 272,640 $18.4M 0.09% -123,792 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 271,697 $18.3M 0.7% +53,256 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 270,958 $18.3M 0.73% +20,753 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 269,300 $18.2M 5.14% +7,566 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. 267,607 $18.1M 1.33% -7,507 13F-HR Timeline Group CBM Financial, LLC More: the full row for CBM Financial, LLC 244,640 $17.9M 11.2% +9,968 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 265,414 $17.9M 8.65% +486 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 264,718 $17.9M 8.98% +11,140 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 264,695 $17.9M 1.26% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 264,692 $17.9M 23.95% -3,121 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 262,788 $17.7M 0.41% +50,962 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 262,612 $17.7M 1.75% -1,285 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 260,354 $17.6M 0.31% -28,144 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 259,098 $17.5M 1.17% -4,507 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 259,003 $17.5M 5.99% -2,018 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 258,819 $17.5M 0.41% -2,844 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 258,250 $17.4M 1.27% +2,643 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 256,149 $17.3M 0.84% -2,338 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 255,904 $17.3M 4.61% -2,325 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 255,047 $17.2M 2.43% +109,808 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 252,758 $17.1M 9.81% -2,295 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 251,179 $17M 1.36% +2,680 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 250,986 $16.9M 0.81% +19,582 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 250,529 $16.9M 6.11% +1,248 13F-HR/A Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 249,838 $16.9M 4% +119 13F-HR Timeline