Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 79,414 $2.39M 0.13% +9,285 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 78,632 $2.36M 0.66% +1,929 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 75,636 $2.27M <0.01% +29,322 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 73,026 $2.2M 1.04% -49,773 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 72,449 $2.18M 0.74% +10,085 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 72,421 $2.18M 0.02% -1,307 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 72,459 $2.17M 0.01% +8,217 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 71,861 $2.16M 0.29% +1,334 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,994 $2.15M <0.01% +4,001 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,998 $2.13M 0.03% -14,946 13F-HR Timeline Group Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 69,816 $2.1M 1.62% +1,566 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 66,623 $2M 0.06% -9,384 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 65,471 $1.97M 0.25% +5,497 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 65,176 $1.96M 0.91% +15,693 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 64,477 $1.94M 1.36% +111 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 64,405 $1.94M 0.04% -9,782 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 64,269 $1.93M 1.33% +157 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 64,172 $1.93M 0.03% -5,250 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 63,846 $1.92M 1.52% -554 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 62,591 $1.88M 0.21% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 61,591 $1.85M 0.37% +12,989 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 61,051 $1.84M 0.01% -11,686 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 60,501 $1.82M 0.42% -1,052 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 60,499 $1.82M 0.99% +2,439 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 60,251 $1.81M 0.29% -15 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 58,381 $1.76M -36 Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 56,338 $1.69M 0.74% +9,973 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 55,763 $1.68M 0.97% +142 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 55,640 $1.67M 0.25% +6,898 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 55,601 $1.67M 0.02% -58,508 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 55,585 $1.67M 0.01% -23,333 13F-HR Timeline Group Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 55,135 $1.66M 1.86% +2,293 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 54,749 $1.65M 0.46% +2,561 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 53,871 $1.62M 0.18% -2,000 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 53,836 $1.61M 0.11% -19,667 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 53,257 $1.6M 0.1% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 52,838 $1.59M <0.01% +1,761 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 52,647 $1.58M 0.2% -143 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 52,632 $1.58M 3.29% +657 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 52,478 $1.58M 0.28% +1,206 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 52,392 $1.58M 0.15% +2,583 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 52,010 $1.56M 0.12% +520 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 51,753 $1.56M 0.73% +1,620 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 50,830 $1.53M 0.01% -602 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 49,965 $1.5M 0.07% +3,589 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,803 $1.5M <0.01% +15,717 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 48,231 $1.45M 0.65% -235 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 48,009 $1.44M 0.06% +694 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 47,686 $1.43M <0.01% -9,708 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 47,290 $1.42M 0.15% -146,947 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,345 $1.36M -3,591 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 44,383 $1.33M 0.05% -1,174 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 43,882 $1.32M 0.08% 0 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 43,647 $1.31M 0.14% -3,100 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 42,875 $1.29M 0.12% -686 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 41,555 $1.25M 0.05% -1,200 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 41,557 $1.25M 0.04% -1,357 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 41,095 $1.24M 0.41% new 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 40,795 $1.23M 0.23% -835 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40,272 $1.21M 0.02% +635 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 38,833 $1.17M 0.07% -7,380 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 38,647 $1.16M 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 38,165 $1.15M 0.05% +21,935 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 38,159 $1.15M 0.34% +50 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,089 $1.15M 0.07% -3,633 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 37,835 $1.14M 0.1% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 37,199 $1.12M 0.12% 0 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 37,126 $1.12M 0.41% -32 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 37,060 $1.11M 0.38% -886 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 36,704 $1.11M 0.05% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 36,533 $1.1M 0.3% -380 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 36,344 $1.09M 0.01% +2,372 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 36,316 $1.09M 0.03% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 36,282 $1.09M 0.08% -552 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 36,230 $1.09M 0.05% -36,629 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 36,032 $1.08M 0.05% +4,023 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,919 $1.08M 0.02% -468 13F-HR/A Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 34,866 $1.05M 0.36% -688 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 34,866 $1.05M 0.36% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 34,851 $1.05M 0.01% +40 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 34,768 $1.05M 0.04% +350 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 33,982 $1.02M 0.2% +1,355 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,477 $1.01M 0.04% -15,334 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,292 $1M <0.01% +1,547 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 33,051 $994K 0.12% +4 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 33,047 $994K 0.22% -10,089 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 32,283 $971K 0.08% +4,268 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 32,245 $970K 0.09% -9,394 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 31,960 $961K 0.09% -353 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,613 $951K 0.02% -566 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,372 $943K 0.05% -12,745 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 30,934 $930K 0.12% +23,398 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 30,646 $922K 0.21% +1,382 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 30,499 $917K 0.53% -18,940 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 30,268 $910K 0.01% 0 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 29,505 $887K 0.12% +3,867 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 29,373 $883K 0.03% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 29,134 $876K 0.35% +5,588 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 28,494 $857K 0.01% +1,107 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 28,393 $854K 0.01% +53 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 27,734 $834K <0.01% +3,427 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 27,725 $834K 0.08% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,579 $829K 0.03% +750 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,930 $810K 0.01% +8,323 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 26,812 $806K 0.83% -19,062 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,440 $795K <0.01% -56 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 25,904 $779K 0.18% -692 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,595 $770K <0.01% +6,150 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 25,388 $763K 0.19% +8,751 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 24,847 $745K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 24,522 $737K 0.03% -1,005 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 24,416 $734K 0.65% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,315 $731K 0.01% +3,477 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 24,169 $727K 0.12% +2,576 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 24,126 $725K 0.08% -4,607 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 23,827 $716K 0.01% -1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,729 $714K 0.01% +2,533 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,516 $707K 0.02% +493 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. 23,284 $700K 0.01% +14,742 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 23,065 $694K 0.21% +163 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 22,448 $675K 0.05% -5,471 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 22,421 $674K 0.29% +95 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,164 $666K 0.02% +4,375 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 22,069 $664K 0.23% -292 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 21,447 $645K 0.42% -1,843 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,124 $638K 0.01% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 21,000 $631K 0.02% +235 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 20,649 $621K 0.61% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,302 $610K 0.01% -1,852 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 20,250 $609K 0.24% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 20,166 $606K 0.02% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 20,000 $601K 0.17% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,969 $600K <0.01% +5,047 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 19,688 $590K 0.04% +9,206 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 19,463 $585K 0.06% -1,725 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,441 $585K <0.01% -1,459 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,432 $584K 0.15% +7 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 19,157 $576K 0.24% +1,466 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 19,121 $575K 0.37% +792 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19,000 $571K 0.06% -1,100 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 18,969 $570K 0.25% +17 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 17,870 $537K 0.32% -634 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 17,669 $531K 0.06% -8,034 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 17,548 $528K 0.32% +568 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,434 $524K 0.02% -8,873 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 17,350 $522K 0.4% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 17,116 $514K 0.3% +1,987 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 16,900 $508K 0.35% +1,553 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 16,870 $507K 0.08% +119 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,726 $503K 0.03% +893 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 16,710 $502K 0.02% -23,207 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,651 $501K 0.06% 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 16,557 $498K 0.31% -686 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,496 $496K 0.02% +233 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,315 $491K 0.02% -1,459 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,305 $490K 0.34% -588 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,163 $486K 0.11% +3 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,104 $484K 0.01% -1,106 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15,857 $477K 0.18% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 15,809 $475K 0.01% +778 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,564 $468K <0.01% -996 13F-HR Timeline Group Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 15,526 $467K 0.48% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,507 $466K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 15,288 $460K 0.12% +4,813 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 15,280 $459K 0.25% +1,809 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,280 $459K <0.01% -111 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 15,265 $459K <0.01% -2,345 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,050 $453K 0.01% -831 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 15,025 $452K 0.11% +1,676 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,833 $446K 0.08% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 14,676 $441K 0.05% +637 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 14,588 $439K 0.18% -364 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 14,560 $438K 0.09% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,537 $437K 0.04% -421 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,413 $433K 0.01% +8,320 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BCK Partners, Inc. More: the full row for BCK Partners, Inc. 14,220 $428K 0.23% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,123 $425K 0.14% -22 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 14,071 $423K 0.17% +40 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,995 $421K 0.08% +1,494 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13,961 $420K 0.37% +602 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,747 $413K 0.04% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 13,647 $410K 0.11% -377 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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