SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,502 $288K 0.05% 0 13F-HR Timeline REINHART PARTNERS, LLC. More: the full row for REINHART PARTNERS, LLC. 9,500 $288K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,500 $288K 0.01% 0 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 9,426 $286K 0.15% +792 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,359 $283K 0.07% -363 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,328 $283K 0.03% -30 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,325 $282K 0.02% +186 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,126 $276K 0.01% +197 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 9,066 $275K 0.18% +440 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,872 $269K 0.07% +651 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,778 $266K 0.01% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 8,739 $265K 0.07% -2,276 13F-HR/A Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,606 $261K 0.03% +665 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,594 $260K 0.05% +136 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,500 $257K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,234 $249K <0.01% 0 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. 8,200 $248K <0.01% new 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,169 $247K 0.01% -8,551 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,148 $247K 0.07% +342 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,073 $245K 0.03% +20 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,984 $242K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,944 $241K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,916 $240K <0.01% -2,651 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,817 $237K <0.01% 0 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,800 $236K 0.11% +292 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,754 $235K <0.01% 0 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,676 $232K 0.06% +87 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,635 $231K 0.05% +86 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,800 $229K 0.04% +312 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,383 $224K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,294 $221K 0.02% -324 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 7,283 $221K 0.04% -1,170 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,287 $220K 0.07% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,245 $219K 0.07% +136 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 7,161 $217K 0.06% +102 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,115 $216K 0.19% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,085 $215K 0.01% 0 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 7,280 $213K 0.05% +170 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,000 $212K 0.05% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,814 $206K 0.01% -137 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,740 $204K 0.07% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 6,620 $201K 0.09% -2,217 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 6,617 $200K 0.13% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5,888 $178K 0.07% -455 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,751 $174K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,690 $172K 0.12% +21 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,621 $170K 0.02% -1,966 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,500 $167K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,386 $163K <0.01% -116 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,061 $153K 0.07% -7,192 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,053 $153K <0.01% +2,961 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,000 $151K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,516 $137K 0.02% +16 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,080 $123K 0.01% -380 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,839 $116K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,816 $116K -75,481 Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,797 $115K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,664 $111K <0.01% -23,764 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,600 $109K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,515 $106K 0.02% +40 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,495 $106K <0.01% +564 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,300 $100K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,286 $99.5K <0.01% -1,023 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,243 $98.2K <0.01% -194 13F-HR/A Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,850 $86.3K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,710 $82.1K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,500 $75.7K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,475 $75K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,344 $71K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,256 $68.3K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,165 $65.4K <0.01% -145 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,110 $63.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,045 $61.9K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,000 $60.6K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,869 $56.6K <0.01% +19 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,839 $56K <0.01% +1,404 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,830 $55K <0.01% +228 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 1,784 $54K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,690 $51.2K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,649 $49.9K 0.05% +10 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,325 $40.1K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,221 $37K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,210 $36.7K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,191 $36.1K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,080 $32.7K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,037 $31.4K <0.01% +1,002 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 998 $30K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 982 $29.7K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 938 $28.4K <0.01% +36 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 908 $27.5K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 713 $21.6K <0.01% 0 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 627 $19K <0.01% -101 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 615 $18.6K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 577 $17.5K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 543 $16.4K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 541 $16.3K 0.01% +5 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 539 $16.3K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 522 $15.8K <0.01% new 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 484 $14.7K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 459 $13.9K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 459 $13.9K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 422 $12.8K <0.01% +95 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421 $12.8K <0.01% +300 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 408 $12.4K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 375 $11.4K <0.01% +4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 363 $11K <0.01% +187 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 354 $10.7K <0.01% +1 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 300 $9.09K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 292 $8.84K 0.01% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 268 $8.12K <0.01% -52 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 252 $7.63K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 226 $6.85K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 211 $6.39K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 199 $6.03K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 199 $6.03K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 185 $5.6K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 160 $4.85K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $4.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 137 $4.15K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 136 $4.12K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 136 $4.12K <0.01% 0 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 133 $4.03K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 132 $4K <0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 128 $3.88K <0.01% -1,123 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 105 $3.18K <0.01% new 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $3.03K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 95 $2.88K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 91 $2.76K <0.01% -37 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 76 $2.29K <0.01% -16 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 69 $2.08K <0.01% new 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 66 $2K <0.01% -6 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 62 $1.88K <0.01% -14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 58 $1.76K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 58 $1.75K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 52 $1.57K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 42 $1.27K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 35 $1.06K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 29 $878 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $636 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20 $606 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 14 $424 <0.01% -29 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1 $31 <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $30 <0.01% 0 13F-HR/A Timeline Group