SWS Partners More: the full row for SWS Partners 197,283 $4.88M 1.2% -11,330 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 197,262 $4.88M 0.15% +10,633 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 197,870 $4.88M 0.12% +184 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 195,524 $4.84M 0.71% -4,641 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 181,385 $4.83M 0.66% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 194,733 $4.82M 2.28% -5,343 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 194,440 $4.81M 0.51% +5,728 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 194,366 $4.81M 0.49% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 193,858 $4.8M 0.26% +4,470 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 193,781 $4.8M 1.1% -205 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 193,508 $4.79M 0.01% +18,361 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 193,142 $4.78M 0.11% +8,873 13F-HR/A Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 192,523 $4.76M 2.64% +25,516 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 191,606 $4.74M 1.02% -6,467 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 191,382 $4.74M 0.1% -543 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 191,329 $4.74M 1.62% -45,361 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 197,275 $4.73M 0.2% +33,631 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 169,543 $4.2M 1.33% -61,443 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 168,966 $4.18M 2.27% -9,313 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 167,924 $4.16M 0.12% +23,651 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 167,618 $4.15M 0.05% +14,250 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 167,613 $4.15M 0.02% -10,626 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 167,495 $4.15M 0.08% -8,909 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 165,108 $4.09M 0.75% -266 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 164,515 $4.07M 1.03% -1,970 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 163,979 $4.06M 1.34% +2,678 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 162,616 $4.02M 0.25% 0 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 162,183 $4.01M 3.63% +38,534 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 160,494 $3.97M 0.87% -401,959 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 160,101 $3.96M 0.45% +5,654 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 160,079 $3.96M 0.03% -90 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 160,059 $3.96M 3.39% 13F-HR/A Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 159,373 $3.94M 1.37% -1,174 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 158,248 $3.92M 0.01% +14,925 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 157,654 $3.9M 3.61% +10,090 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 157,639 $3.9M 0.38% -13,270 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 157,151 $3.89M 0.18% +6,770 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 155,914 $3.86M 1.46% +3,663 13F-HR Timeline Mascagni Wealth Management, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 146,673 $3.63M 0.06% +21,376 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 146,393 $3.62M 1.02% -1,123 13F-HR Timeline Seaside Wealth Management, Inc. 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More: the full row for CIBC Bancorp USA Inc. 140,429 $3.48M <0.01% 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 139,736 $3.46M 0.08% -1,835 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 138,959 $3.44M 0.05% -14,592 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 138,957 $3.44M 0.28% -44 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 138,588 $3.43M 3.52% -206 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 137,847 $3.41M 0.35% -644,142 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 135,407 $3.35M 0.13% -95,779 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 131,334 $3.25M 0.17% -5,563 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 129,822 $3.21M 0.2% +15,537 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 129,349 $3.2M 0.79% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 128,817 $3.19M 0.18% -40,394 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 127,948 $3.17M 0.18% -6,731 13F-HR Timeline Per Stirling Capital Management, LLC. 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Root & Company, LLC 123,607 $3.06M 0.73% +1,114 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 123,606 $3.06M 0.36% +3,689 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 122,971 $3.04M 0.92% -1,561 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 122,753 $3.04M 0.1% -3,502 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 122,327 $3.03M 2.17% -230 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 121,035 $3M 1.41% -2,271 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 120,962 $2.99M 0.37% -3,070 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 108,642 $2.97M 2.83% +14,444 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 120,134 $2.97M 1.01% -660 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 120,079 $2.97M 0.33% -528 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 123,831 $2.97M 0.09% -4,730 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 119,284 $2.95M new Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 118,819 $2.94M 0.82% -1,512 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 118,635 $2.94M 0.21% -886 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 116,909 $2.89M <0.01% -1,362 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 116,701 $2.89M 1.41% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 113,864 $2.86M 0.46% +8,741 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 115,011 $2.85M 0.31% -6,548 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 114,698 $2.84M 1.18% -1,279 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 114,518 $2.83M 0.78% -2,067 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 114,499 $2.83M 1.31% +7,242 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 113,692 $2.81M 0.17% +5,951 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 113,482 $2.81M 0.66% +2,053 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 112,810 $2.79M 1.09% +408 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 112,702 $2.79M 0.66% +7,506 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 112,268 $2.78M 1.54% +33,331 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 110,444 $2.73M 0.18% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 109,769 $2.72M 0.83% -78,215 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 109,332 $2.71M 0.18% -81,725 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 109,288 $2.7M 0.4% -352 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 108,872 $2.69M 0.62% +9,450 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 108,455 $2.68M 1.9% +30,090 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 107,408 $2.66M 0.05% +21,095 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 106,769 $2.64M 1.76% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 106,494 $2.64M 0.17% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 106,227 $2.63M 0.87% -4,815 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 105,196 $2.6M 0.35% +186 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 104,755 $2.59M 0.85% -698 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 104,731 $2.59M 0.13% +393 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 104,597 $2.59M 0.05% +26,949 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 104,310 $2.58M 0.3% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 103,639 $2.57M 0.85% -2,151 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 102,114 $2.53M 0.16% +351 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 101,982 $2.52M 0.19% +45,370 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101,938 $2.52M 0.09% +32,056 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 101,624 $2.52M 0.03% +30,966 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 101,401 $2.51M 1.86% -194 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for NESTEGG ADVISORS, INC. 98,767 $2.44M 2.15% +12,211 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 96,526 $2.39M 0.3% -6,217 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 95,601 $2.37M 0.29% -10,720 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 94,752 $2.35M 0.46% -123 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 93,974 $2.33M 1.1% -1,882 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 93,919 $2.32M 1.41% +1,955 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 93,916 $2.32M 0.45% -661 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 93,471 $2.31M 0.13% -27,549 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 93,442 $2.31M 0.64% -1,120 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 92,177 $2.28M 0.01% +34,892 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 91,849 $2.27M 0.4% -124,284 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 91,194 $2.26M 0.11% -2,110 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 90,968 $2.25M 0.63% -4,407 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 90,907 $2.25M 0.04% +11,226 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 90,421 $2.24M -840 Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 90,280 $2.23M 1.2% +2,270 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 90,128 $2.23M 0.07% +43,562 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 89,527 $2.22M 0.07% +10,118 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 89,369 $2.21M 0.31% +2,030 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 89,195 $2.21M 0.25% -4,220 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 88,599 $2.19M 1.72% -2,035 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 87,828 $2.17M 0.67% -337,175 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 87,661 $2.17M 0.04% +45,020 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 86,756 $2.15M 0.38% +3,429 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 85,852 $2.12M 0.19% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 85,603 $2.12M 0.03% +452 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 84,797 $2.1M 0.02% -7,014 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 84,620 $2.09M 0.08% +71,044 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 84,349 $2.09M 0.59% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 84,305 $2.09M 0.97% +1,296 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 84,214 $2.08M 0.06% +25,570 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 84,174 $2.08M 0.01% +3,539 13F-HR Timeline Warwick Investment Management, Inc. 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