Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 24,542 $2.91M 0.09% -902 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 24,280 $2.88M 0.36% +147 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 24,241 $2.87M 1.82% +4,132 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,072 $2.85M 0.01% -4,242 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 23,568 $2.79M 0.22% -2,524 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 23,399 $2.77M 0.59% -170 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 23,389 $2.77M 0.03% +708 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,255 $2.75M 0.04% -839 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 23,198 $2.75M 0.78% +3,303 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,555 $2.67M 0.07% +506 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 22,351 $2.65M 1.67% +330 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 22,339 $2.65M 0.3% +897 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,192 $2.63M 0.01% -2,601 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,136 $2.62M 0.71% -800 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,756 $2.58M 0.58% -99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Apella Capital, LLC More: the full row for Apella Capital, LLC 20,159 $2.57M 0.04% +12,300 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,393 $2.53M 0.15% -90 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,166 $2.51M 0.04% -2,871 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 21,096 $2.5M 0.03% -437 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,818 $2.47M 0.14% +319 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,602 $2.44M 0.02% +2,633 13F-HR Timeline 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 20,118 $2.38M <0.01% -711 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,118 $2.38M 0.07% -1,172 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,000 $2.37M 0.01% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 19,942 $2.36M 0.28% -86 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 19,922 $2.36M 1.8% +484 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 19,579 $2.32M 0.26% -610 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 20,196 $2.3M 1.48% 0 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 $2.3M 0.03% 0 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 19,316 $2.29M 0.42% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,129 $2.27M 0.78% +24 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 19,077 $2.26M 0.06% -949 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 18,497 $2.19M 0.15% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 18,402 $2.18M 1.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,300 $2.17M 0.07% -1,276 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 18,250 $2.16M 1.31% -1,467 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,083 $2.14M 0.36% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,743 $2.1M 0.26% -350 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,554 $2.08M 0.43% +24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,288 $2.05M 0.03% +16,709 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,285 $2.05M 0.23% +681 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 17,147 $2.03M 1.09% +395 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 17,138 $2.03M 0.08% -1,379 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 17,067 $2.02M 1.09% +10,145 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 16,533 $1.96M 0.28% -4,367 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 16,408 $1.94M 0.09% -1,494 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 16,263 $1.93M 0.49% +4,034 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 16,063 $1.9M 0.46% -5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,996 $1.89M 0.01% -152 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 15,215 $1.8M 0.01% -460 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,174 $1.8M 0.42% -305 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 14,930 $1.77M 1.88% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,667 $1.74M 0.04% -1,065 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14,625 $1.73M 0.22% +681 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,612 $1.73M 0.32% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14,335 $1.7M 0.24% -465 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 14,334 $1.7M 1.01% +184 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 14,299 $1.69M 0.06% +3 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 14,156 $1.68M <0.01% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 13,907 $1.65M 0.05% +691 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 14,189 $1.64M 0.05% -20 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,845 $1.64M <0.01% +628 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 13,812 $1.64M 0.33% -381 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 13,758 $1.63M 0.06% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 13,743 $1.63M 0.23% -15 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,417 $1.6M 0.54% +155 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,473 $1.6M 0.1% -4,863 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 13,436 $1.59M 0.2% -444 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 13,326 $1.58M 0.22% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,245 $1.57M 0.04% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 12,816 $1.52M 0.21% -226 13F-HR Timeline Group Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 12,751 $1.51M 1.31% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,548 $1.49M 0.01% +115 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,482 $1.48M 0.1% -938 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,355 $1.48M 0.03% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 12,416 $1.47M 0.33% -344 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,143 $1.44M <0.01% 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12,078 $1.43M 0.51% +20 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,052 $1.43M 0.04% -85 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,955 $1.42M <0.01% -3,846 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,826 $1.4M 0.09% +15 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,784 $1.4M 0.03% +9,347 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,643 $1.38M 0.32% +8 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,111 $1.38M 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,414 $1.35M 0.06% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 11,243 $1.33M -171 Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,232 $1.33M 0.34% -279 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,099 $1.32M 0.41% +1,300 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,058 $1.31M 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,940 $1.3M 0.06% +1 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,478 $1.28M 0.35% -11,261 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,686 $1.27M 0.12% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,649 $1.26M 0.1% -397 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 10,625 $1.26M 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,584 $1.25M 0.04% -940 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 81,769 $1.23M 0.74% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,385 $1.23M 0.03% +6,386 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,749 $1.22M <0.01% +425 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,251 $1.21M 0.16% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 10,174 $1.21M +6,232 Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 10,172 $1.2M 0.35% -147 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,080 $1.19M 0.49% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,075 $1.19M <0.01% -185 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,069 $1.19M 0.27% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,825 $1.16M 0.15% +399 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 9,824 $1.16M 0.98% -6,484 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,800 $1.16M 0.11% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,799 $1.16M 0.09% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,761 $1.16M 0.32% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,683 $1.15M 0.62% +766 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,672 $1.15M 0.01% +805 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 9,659 $1.14M 0.78% -123 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 9,564 $1.13M 0.14% -3,108 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,354 $1.11M 0.13% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,196 $1.09M 0.06% +267 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,154 $1.08M 0.02% +1 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,074 $1.07M 0.29% -19 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,998 $1.07M 0.13% +187 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,992 $1.07M 0.02% +141 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 8,960 $1.06M 0.3% -234 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,957 $1.06M 0.69% +11 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,866 $1.05M 0.03% -114 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 8,810 $1.04M 0.77% +8 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,775 $1.04M 0.01% +1,300 13F-HR Timeline Group VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,581 $1.02M 0.53% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 8,532 $1.01M 0.88% -384 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,525 $1.01M 0.17% +266 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 8,521 $1.01M 0.88% -19,842 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,519 $1.01M 0.43% +320 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,454 $1M 0.53% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 8,376 $992K 0.65% -1,060 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,237 $976K 0.02% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,233 $975K 0.33% -622 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,216 $973K 0.49% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,117 $961K 0.06% -84 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. 8,098 $959K 0.02% -158 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,095 $959K <0.01% -124 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,914 $937K 0.23% -378 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,900 $936K 0.22% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,880 $933K 0.07% +413 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,841 $929K 0.05% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,840 $929K 0.1% +7 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,530 $921K 0.03% -643 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,738 $917K 0.1% -78 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,718 $914K 0.02% new 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 7,685 $910K 0.03% -695 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 7,682 $910K 0.25% +1,535 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,602 $901K 0.02% -12 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,580 $898K 0.01% -60 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,552 $895K 0.07% -1,218 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 6,890 $878K 0.36% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,397 $876K 0.05% -2,276 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,367 $873K 0.1% +7 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,324 $868K 0.41% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,311 $866K 0.07% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 6,587 $850K 0.14% -116 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,134 $845K 0.01% +584 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,121 $844K 0.01% +536 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,116 $843K 0.01% -153 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,076 $838K 0.18% -306 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,014 $831K <0.01% -1,553 13F-HR Timeline Group Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 7,005 $830K 0.44% +144 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,998 $829K 0.01% -251 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,956 $824K 0.01% -57 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 6,918 $819K 0.7% +13 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 6,312 $817K 0.38% +80 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,876 $814K 0.14% +12 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,322 $814K 0.01% -6,765 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,871 $814K <0.01% +4 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 6,778 $803K 0.59% -670 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,764 $801K <0.01% +88 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,594 $781K 0.17% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,582 $780K 0.02% +3,440 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,552 $776K 0.09% +562 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,476 $767K 0 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,473 $767K 0.02% -231 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,470 $766K 0.18% -75 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,444 $763K 0.35% +12 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,423 $761K 0.01% +104 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,382 $756K 0.27% +11 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,271 $743K 0.15% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,270 $743K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,268 $742K 0.01% +2 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,246 $740K 0.04% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,243 $739K 0.25% -796 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,227 $738K 0.02% +18 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,201 $734K 0.02% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,124 $725K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,114 $724K 0.06% 0 13F-HR Timeline Center for Financial Planning, Inc. 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