Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 21,442 $2.44M 0.26% +3,158 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,290 $2.42M 0.08% -18 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,900 $2.38M 0.34% 0 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 20,829 $2.37M <0.01% -1,409 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,499 $2.33M 0.14% +5,387 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 20,237 $2.3M 0.4% +1,069 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 20,196 $2.3M 1.48% -629 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 20,189 $2.3M 0.26% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 20,109 $2.29M 1.46% -37 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 20,028 $2.28M 0.26% +4 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 20,026 $2.28M 0.06% +242 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 19,895 $2.26M 0.63% +656 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 19,717 $2.24M 1.32% -364 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,576 $2.23M 0.07% -32 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 19,438 $2.21M 1.72% +2,952 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,389 $2.2M 0.03% new 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 19,316 $2.2M 0.41% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,105 $2.17M 0.78% -1,232 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 18,517 $2.11M 0.08% -211 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 18,402 $2.09M 0.93% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,336 $2.09M 0.14% -1,690 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 18,093 $2.06M 0.27% -1,341 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,969 $2.04M 0.02% +280 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 17,902 $2.04M 0.09% -713 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,530 $1.99M 0.4% +15,513 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 16,795 $1.91M 0.51% -31,078 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 16,752 $1.91M 1.07% -66 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,604 $1.89M 0.21% +5,965 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 16,308 $1.85M 1.63% 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,148 $1.84M 0.01% -15,572 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 16,068 $1.83M 0.47% +1,054 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,801 $1.8M <0.01% +14,600 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,732 $1.79M 0.04% -219 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 15,675 $1.78M 0.01% 0 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,479 $1.76M 0.4% +300 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14,800 $1.68M 0.23% -167 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,772 $1.68M 0.01% +11,226 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 14,209 $1.63M 0.05% new 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 14,296 $1.63M 0.06% +8 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,193 $1.61M 0.32% -41 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 14,156 $1.61M <0.01% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 14,150 $1.61M 0.96% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 13,944 $1.59M 0.2% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 13,880 $1.58M 0.19% -671 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 13,758 $1.56M 0.22% -1 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 13,758 $1.56M 0.06% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,420 $1.53M 0.11% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 13,326 $1.52M 0.29% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,217 $1.5M <0.01% +3,163 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 13,216 $1.5M 0.04% +1,165 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,204 $1.5M -30 Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,087 $1.49M 0.03% +8,966 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 13,042 $1.48M 0.2% -1,835 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,355 $1.46M 0.03% -295 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 12,760 $1.45M 0.34% -190 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 12,751 $1.45M 1.28% 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,672 $1.44M 0.17% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,634 $1.44M 0.06% -510 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,433 $1.41M 0.01% -565 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,262 $1.39M 0.47% +412 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 12,229 $1.39M 0.33% +6,441 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,137 $1.38M 0.01% +533 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,137 $1.38M 0.04% -62 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,111 $1.38M 0.03% +6,871 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12,058 $1.37M 0.49% +54 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,943 $1.36M 0.01% +7,798 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,811 $1.34M 0.09% +17 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,635 $1.32M 0.31% -3 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,524 $1.31M 0.04% -732 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,511 $1.31M 0.34% -498 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,414 $1.3M <0.01% +157 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,414 $1.3M 0.06% -2,000 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,242 $1.28M <0.01% new 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,058 $1.26M 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,046 $1.26M 0.1% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,987 $1.25M <0.01% +140 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 10,939 $1.24M 0.07% +55 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,686 $1.22M 0.15% -598 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 10,677 $1.21M 0.83% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,324 $1.17M <0.01% +278 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 10,319 $1.17M 0.35% +317 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,260 $1.17M <0.01% -10,474 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,251 $1.17M 0.15% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,085 $1.15M 0.07% -90 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,080 $1.15M 0.48% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,069 $1.15M 0.26% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,799 $1.11M 0.36% +98 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,800 $1.11M 0.11% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,799 $1.11M 0.09% -46 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 9,782 $1.11M 0.77% -162 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,761 $1.11M 0.34% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,673 $1.1M 0.06% +310 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 9,436 $1.07M 0.69% +29 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,426 $1.07M 0.13% +293 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,354 $1.06M 0.11% +7,232 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,238 $1.05M 0.02% +5,119 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,194 $1.05M 0.3% -144 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,153 $1.04M 0.02% +70 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,093 $1.03M 0.29% -179 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,980 $1.02M 0.03% -199 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,867 $1.02M 0.01% -39 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,946 $1.02M 0.69% +29 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,929 $1.02M 0.06% -415 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 8,917 $1.01M 0.56% -3,581 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 8,916 $1.01M 0.89% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,855 $1.01M 0.35% -180 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,851 $1.01M 0.02% -152 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,811 $1M 0.14% +172 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 8,802 $1M 0.72% -1,508 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,770 $997K 0.07% +1,650 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 8,712 $991K 0.23% 0 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,581 $976K 0.5% -52 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,567 $974K 0.01% 0 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,454 $961K 0.53% +1,818 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,173 $957K 0.03% +194 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,380 $953K 0.03% -394 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,292 $943K 0.23% +6 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,259 $939K 0.16% -34 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,256 $939K 0.02% -46 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,237 $937K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,219 $935K <0.01% -80 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,216 $934K 0.52% -2,067 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 8,208 $933K +3,717 Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,201 $933K 0.06% -20 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,199 $932K 0.4% -180 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,900 $898K 0.21% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,859 $894K 0.02% +41 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,849 $893K <0.01% -24 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 7,841 $892K 0.05% -916 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,360 $891K 0.1% -88 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,833 $891K 0.1% -1,019 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,816 $889K 0.1% +2 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,808 $888K 0.02% -2,836 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,640 $869K 0.02% -843 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,614 $866K 0.02% +47 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,475 $850K <0.01% -115 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,467 $849K 0.06% -435 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,448 $847K 0.61% 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,382 $839K 0.17% -27 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 7,301 $838K 0.82% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,320 $832K 0.36% +11 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,311 $831K 0.06% +5,532 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,269 $827K 0.01% -3 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,262 $826K 0.03% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,249 $824K 0.01% 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 7,039 $800K 0.27% -215 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,013 $798K 0.01% +2,079 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 6,703 $792K 0.14% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,922 $787K 0.41% -10,468 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 6,905 $785K 0.68% 13F-HR/A Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 6,890 $784K 0.36% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,867 $781K <0.01% +10 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,864 $781K 0.18% 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 6,861 $780K 0.4% +4,962 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,704 $762K 0.02% +2,500 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,676 $759K <0.01% -2,092 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,594 $750K 0.17% -10,556 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,585 $749K 0.01% +238 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,550 $745K 0.01% -76 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 6,232 $745K 0.43% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,545 $744K 0.17% +10 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,476 $736K 0 Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,432 $732K 0.37% +30 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,429 $731K 0.15% -1,368 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,371 $725K 0.27% +128 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,319 $719K 0.01% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,271 $713K 0.15% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,270 $713K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,266 $713K 0.01% +350 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,246 $710K 0.04% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,229 $708K 0.08% +21 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,209 $706K 0.02% +938 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,201 $705K 0.02% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 6,147 $699K 0.21% +29 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,114 $695K 0.06% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,102 $694K 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,061 $689K 0.02% -165 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,028 $686K 0.13% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,025 $685K 0.01% -432 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,993 $682K 0.04% +1,543 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,990 $681K 0.08% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 5,970 $679K 0.39% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,947 $676K 0.02% -90 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,916 $673K 0.04% -170 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 5,889 $670K 0.64% 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,874 $668K -891 Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,868 $667K 0.05% +2 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 5,367 $661K 0.34% -153 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,797 $659K 0.03% +2,780 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 5,699 $648K 0.14% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,673 $645K 0.44% -1,287 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,672 $645K 0.01% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,635 $641K 0.19% +65 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 5,617 $639K 0.57% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,601 $637K 0.07% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,599 $637K 0.05% +3 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 5,595 $636K 0.12% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,588 $635K 0.06% -193 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,585 $635K 0.01% +110 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,577 $634K 0.14% -265 13F-HR Timeline