BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,732 $2.76M <0.01% +1,069 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,726 $2.76M 0.09% +5,252 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,090 $2.67M 0.06% +15 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 19,003 $2.65M 1.03% +12 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,928 $2.64M 0.02% +7 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,627 $2.6M 0.07% -2,766 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 18,557 $2.59M 0.25% -349 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 18,311 $2.56M 0.48% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,190 $2.54M 0.07% +19 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,010 $2.54M 0.05% +299 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 17,745 $2.48M <0.01% +64 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 17,439 $2.44M 0.03% -352 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,286 $2.41M 0.11% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 17,213 $2.4M 0.53% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 17,195 $2.4M 2.08% +3,024 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,106 $2.39M 0.04% +229 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 17,083 $2.39M 0.09% +1,430 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,770 $2.34M 0.15% -110 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 16,582 $2.34M 0.03% -1,690 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,597 $2.32M <0.01% +221 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,441 $2.3M 0.03% +6,054 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,428 $2.29M <0.01% +5,505 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,387 $2.29M <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,170 $2.26M 0.03% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 15,701 $2.19M 0.01% +5,885 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 15,536 $2.17M 1.03% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,258 $2.13M 0.46% +1,652 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,073 $2.1M <0.01% +39 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,995 $2.09M 0.29% -175 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 14,931 $2.09M 0.1% +331 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,774 $2.06M -41 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,731 $2.06M 0.04% +8,840 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,651 $2.05M 0.05% +7,141 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,501 $2.03M 0.11% -1,647 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,262 $1.99M 0.04% +4,372 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,894 $1.94M 0.05% +1,222 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,781 $1.92M 0.14% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,615 $1.9M 0.01% -111 13F-HR/A Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 13,411 $1.87M 0.29% +79 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 13,373 $1.87M 0.73% -705 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,306 $1.86M 0.02% -915 13F-HR/A Timeline RENASANT BANK More: the full row for RENASANT BANK 13,216 $1.85M 1.17% +2,793 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 13,158 $1.84M 0.69% -348 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 12,935 $1.81M 0.88% +2,539 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,760 $1.78M 0.05% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,636 $1.76M 0.02% +784 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,630 $1.76M 0.24% -296 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 12,558 $1.75M 0.67% -110 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,615 $1.75M 0.51% -2,491 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,430 $1.74M 0.01% +1,330 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,401 $1.73M <0.01% +220 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 12,228 $1.71M 0.05% -100 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,205 $1.7M 0.09% +10 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,078 $1.69M 0.03% +7,084 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,057 $1.68M 0.01% +161 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,950 $1.67M 0.03% +1,107 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,884 $1.66M 0.08% -792 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,425 $1.6M 0.09% -477 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,379 $1.59M 0.77% -15 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,303 $1.58M 0.03% -210 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 11,294 $1.58M 0.35% -241 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,211 $1.57M 0.18% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 11,175 $1.56M 0.86% -65 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 11,066 $1.55M 0.24% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,047 $1.54M 0.02% -7,702 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,037 $1.54M 0.01% -498 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,907 $1.52M 0.02% +1,225 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,878 $1.52M 0.07% +1,634 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 10,781 $1.51M 0.63% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,693 $1.49M 0.12% +292 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 10,563 $1.48M 0.85% +3,406 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 10,559 $1.47M 1.01% +436 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,531 $1.47M 0.05% -519 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 10,451 $1.46M 0.98% -256 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,398 $1.45M 0.05% -171 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10,390 $1.45M 0.14% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,335 $1.44M 0.18% -672 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,271 $1.44M 0.02% -24 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 10,247 $1.43M 0.64% -1 13F-HR Timeline American Trust More: the full row for American Trust 10,111 $1.41M 0.12% -1,282 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,110 $1.41M 0.26% +1,206 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,003 $1.4M 0 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,800 $1.37M <0.01% -8,300 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 9,740 $1.36M 0.61% +1 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,730 $1.36M 0.04% -333 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 9,621 $1.34M 1.26% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,557 $1.33M <0.01% +2,371 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,508 $1.33M <0.01% +6,839 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 9,477 $1.32M 0.43% -28 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,466 $1.32M 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,370 $1.31M 0.03% +156 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,349 $1.31M 0.02% -30 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 9,322 $1.3M 1.28% -492 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,264 $1.29M 0.03% -54 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 9,199 $1.28M 0.47% +227 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,155 $1.28M 0.03% +175 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,144 $1.28M 0.13% -1,240 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,053 $1.26M 0.07% -605 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,989 $1.26M 0.1% +1 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,985 $1.25M 0.05% +105 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,959 $1.25M 0.09% -6,128 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 8,955 $1.25M 0.07% -85 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,853 $1.24M 0.01% -441 13F-HR Timeline Group LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,728 $1.22M 1.09% -131 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,680 $1.21M 0.05% -150 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,634 $1.21M 0.2% -59 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,578 $1.2M 0.1% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 8,576 $1.2M 0.32% -23 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,563 $1.2M 0.58% -1,093 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,551 $1.19M 0.02% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,497 $1.19M 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,416 $1.18M 0.03% -300 13F-HR/A Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,390 $1.17M 0.11% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,299 $1.16M 0.51% -40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,126 $1.13M 0.1% -605 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,104 $1.13M 0.03% +2,293 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,027 $1.12M 0.66% -660 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,999 $1.12M 0.29% +149 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 7,999 $1.12M +367 Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,951 $1.11M 0.72% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,942 $1.11M <0.01% -985 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,869 $1.1M 0.03% +1,312 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,851 $1.1M 0.04% -306 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,256 $1.09M 0.09% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,780 $1.09M 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,772 $1.09M 0.02% +223 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,742 $1.08M 0.02% +1,686 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,647 $1.08M 0.36% +387 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,682 $1.07M 0.01% -28 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,650 $1.07M 0.05% +1,263 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 7,618 $1.06M 0.06% -10 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,655 $1.06M 0.42% +123 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,572 $1.06M 0.01% -659 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 7,559 $1.06M 0.53% -80 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,541 $1.05M 0.02% +1,006 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,525 $1.05M 0.18% -608 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,455 $1.04M 0.06% +41 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,394 $1.03M 0.12% +1 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 7,368 $1.03M 0.03% -367 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,292 $1.02M 1.12% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,278 $1.02M <0.01% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,253 $1.01M 0.07% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,207 $1.01M 0.07% -2,995 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 7,137 $997K 0.04% -164 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,136 $997K 0.37% -2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,105 $992K 0.91% +554 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,065 $987K 0.03% -390 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 7,007 $979K 0.33% -65 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,955 $971K 0.08% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,943 $970K 0.06% +28 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 6,926 $967K 0.3% -89 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,902 $964K 0.01% -1,421 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,898 $963K 0.07% +3,001 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,879 $961K 0.02% -30 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,846 $956K 0.04% -411 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,846 $956K 0.15% -411 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,829 $954K 0.03% +170 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,687 $934K 0.07% +22 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,635 $927K -51 Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,629 $926K 0.2% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,615 $924K 0.03% +84 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,539 $913K <0.01% +54 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,440 $899K 0.11% +307 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,415 $896K 0.05% -31 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,396 $893K 0.02% +27 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,298 $880K 0.19% -25 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,264 $875K 0.01% +405 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,171 $862K 0.04% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,150 $860K 0.18% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 6,113 $854K 0.23% -47 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,065 $847K 0.09% -1,109 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 6,058 $846K 0.2% +25 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,988 $836K 0.05% -203 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,981 $835K 0.01% +26 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,941 $830K 0.02% +44 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,872 $820K 0.02% -364 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,847 $817K 0.04% -4,085 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,814 $812K 0.08% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,721 $799K 0.09% +52 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,684 $794K 0.05% +68 13F-HR Timeline Parkshore Wealth Management, Inc. 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