Matrix Trust Co More: the full row for Matrix Trust Co 172,661 $14.5M 2.27% +83,376 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 168,930 $14.2M 7.08% -2,818 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 169,031 $14.2M 6.97% +56,479 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 167,245 $14.1M 0.03% -2,751 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 166,937 $14M 0.56% +3,851 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 162,966 $13.7M 0.49% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 159,010 $13.4M 0.15% +13,632 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 157,268 $13.2M 2.48% +16,437 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 157,060 $13.2M 6.27% +26,448 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 156,701 $13.2M 0.87% -15,827 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 156,428 $13.2M 2.19% +79,090 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 153,350 $12.9M 0.89% +8,371 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 152,701 $12.8M 0.76% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 152,597 $12.8M 5.11% +63,382 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 150,554 $12.6M 8.15% +4,008 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 148,184 $12.5M 6.08% +9,648 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 147,736 $12.4M 3.29% +4,650 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 146,923 $12.4M 2.39% +8,759 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 145,871 $12.3M 0.15% +25,762 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 143,370 $12.1M 0.09% +37,196 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 143,238 $12M 1.44% +697 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 140,755 $11.8M 0.11% -134,281 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 140,244 $11.8M 3.5% +3,289 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 140,042 $11.8M 0.34% +59,119 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 139,808 $11.8M 0.11% +35,024 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 139,228 $11.7M 7.5% +8,455 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 138,166 $11.6M 0.3% +8,768 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 133,109 $11.2M 3.21% +11,546 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 132,917 $11.2M 0.27% +3,995 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 131,058 $11M 0.25% +6,798 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 130,066 $10.9M 2.52% -9,610 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 129,358 $10.9M 0.74% -1,112 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 128,921 $10.8M 3.53% -52,292 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 128,298 $10.8M +6,547 Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 127,777 $10.7M 3.69% +3,512 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 127,110 $10.7M 9.12% -101,727 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 126,404 $10.6M 0.11% +12,866 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 123,908 $10.4M 0.01% +8,711 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 121,533 $10.2M 0.52% +114,114 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 121,082 $10.2M 2.3% -43,306 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 119,785 $10.1M 2.44% +13,058 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 119,335 $10M 1.97% +1,504 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 118,950 $10M 3.29% +2,463 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 118,406 $9.96M 1.95% +3,049 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 118,364 $9.95M 0.11% +5,924 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 118,081 $9.93M 6.77% -7,494 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 119,352 $9.9M 3.37% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 117,047 $9.84M 4.53% +14,050 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 116,841 $9.83M 2.09% +1,609 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 116,680 $9.81M 2.54% -3,285 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 116,408 $9.79M 0.05% +6,934 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 115,075 $9.68M 0.23% +3,269 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 113,790 $9.57M 2.77% -49,853 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 113,615 $9.55M 2.54% +20,483 13F-HR/A Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 113,263 $9.53M 1.32% -479 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 111,336 $9.36M 0.38% +97,553 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 110,435 $9.29M 1.76% +36,915 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 113,583 $9.29M 0.76% -7,665 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 110,224 $9.27M 0.48% -202 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 109,982 $9.25M 0.12% +18,913 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 109,214 $9.19M 0.19% -4,806 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 107,129 $9.01M <0.01% +10,721 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 103,950 $8.74M 0.37% +6,071 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 103,783 $8.73M 3% +1,515 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 103,104 $8.67M 0.71% -1,734 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 100,082 $8.42M 1.62% +3,600 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 99,803 $8.39M 0.14% +11,069 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 99,342 $8.36M 0.46% +2,756 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 98,837 $8.31M 0.07% -7,355 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 98,346 $8.27M 0.2% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 97,991 $8.24M 0.01% +38,952 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 97,437 $8.2M 0.24% +75,672 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 97,184 $8.17M 2.31% +5,723 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 96,333 $8.1M 1.06% -156 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 96,315 $8.1M 0.31% +8,989 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 96,036 $8.08M 0.23% +2,826 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 95,588 $8.04M 1.9% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 94,020 $7.91M 2.24% -2,079 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 94,000 $7.91M 7.38% +3,869 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 93,187 $7.84M 4.49% +28,068 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 92,963 $7.82M 8.52% +6,114 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 92,243 $7.76M 1.08% +1,497 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 91,779 $7.72M 0.44% +792 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 91,413 $7.69M 0.73% +4,024 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 91,143 $7.67M 6.86% -46,354 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 90,955 $7.65M 0.56% -28,622 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 90,736 $7.63M 1.53% -75,769 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 90,373 $7.6M 3.96% +18,662 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 90,210 $7.59M 1.73% +32,415 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 89,430 $7.52M 1.45% +278 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 89,170 $7.5M 3.78% +109 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 88,999 $7.49M 0.38% +3,555 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 88,963 $7.48M 1.72% +1,408 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 88,946 $7.48M 1.29% +8,582 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 88,571 $7.45M 2.5% +1,820 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 87,910 $7.39M 0.14% +4,108 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 87,816 $7.39M 4.63% +4,396 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 86,872 $7.31M 4.59% +839 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 86,500 $7.28M 0.16% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 86,055 $7.24M 1.5% +4,653 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 86,019 $7.24M 3.65% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 85,816 $7.22M 0.09% +17,007 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 85,606 $7.2M 0.08% +6,920 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 85,107 $7.16M 2.1% +25,356 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 84,723 $7.13M 0.27% +6,523 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 84,572 $7.11M 2.11% +15,209 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 84,549 $7.11M 0.4% -21,820 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 83,717 $7.04M 2.11% -10,911 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 83,351 $7.01M 1.93% +21,581 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 82,436 $6.93M 0.01% -1,433 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 82,174 $6.91M 4.04% +9,841 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 81,750 $6.88M 0.13% +13,354 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 81,424 $6.85M 0.01% -784,142 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 80,655 $6.78M 4.14% -4,800 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 80,620 $6.78M 3.05% +50 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 80,317 $6.76M 0.03% -7,000 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 79,672 $6.7M 3.46% +51,161 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 78,928 $6.64M 1.47% -8,978 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 78,819 $6.63M 2.29% +3,994 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 77,647 $6.53M 1.96% +4,864 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 77,484 $6.52M 0.94% +6,859 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 78,440 $6.5M 0.33% +4,406 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 76,854 $6.46M <0.01% -1,104 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 76,470 $6.43M 0.62% +662 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 74,805 $6.29M 0.87% -227,103 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 74,651 $6.28M 0.77% +39,106 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 73,668 $6.2M +3,021 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 72,800 $6.12M 0.25% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 72,558 $6.1M 3.51% +3,522 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 72,008 $6.06M 0.62% +15,267 13F-HR Timeline One William Street Capital Management, … More: the full row for One William Street Capital Management, L.P. 71,700 $6.03M 38.7% new 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 69,926 $5.88M 3.49% +195 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 69,371 $5.83M 0.05% -7,997 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 69,266 $5.83M 0.02% -3,805 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 68,809 $5.78M 2.74% -120 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 68,713 $5.78M 0.12% +1,770 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 68,231 $5.74M 0.03% +5,576 13F-HR/A Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 68,080 $5.73M 3.13% -1,988 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 67,545 $5.68M 0.81% +38,972 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 67,378 $5.67M <0.01% -145,858 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 66,358 $5.58M 0.89% -7,151 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 66,103 $5.56M 2.28% +703 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65,701 $5.53M 0.08% -27,455 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 64,840 $5.45M 0.19% +5,102 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 64,706 $5.44M 0.08% -8,263 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 64,446 $5.42M 0.28% +4,730 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 64,236 $5.4M 0.42% +7,405 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 64,068 $5.39M 1.75% +7,351 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 63,947 $5.38M 0.44% +8,641 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 63,854 $5.37M 2.73% +5,926 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 63,500 $5.34M 4.64% +2,669 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 63,434 $5.33M 0.07% +19,570 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 63,004 $5.3M 0.02% -487 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 62,993 $5.3M 0.43% +183 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 62,851 $5.29M 0.35% -127 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 62,844 $5.29M 1.73% +10,020 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 62,400 $5.25M 0.15% +25,935 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 62,117 $5.22M 1.31% -381 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 61,202 $5.15M 1.09% +9,634 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 60,691 $5.1M 5.2% -9,438 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 60,170 $5.04M 3.88% +710 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 59,562 $5.01M 0.47% -42,374 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 59,483 $5M 0.03% +3,314 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 59,459 $5M 1.29% -21 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 59,443 $5M 0.08% +7,009 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 58,772 $4.94M 3.08% -346 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 58,336 $4.91M 0.06% +6,020 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 57,293 $4.82M 0.14% -3,800 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 57,254 $4.82M 0.13% +5,252 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56,529 $4.75M 0.1% -1,209 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 56,210 $4.73M 0.02% 0 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 56,023 $4.71M 1.62% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 55,971 $4.71M 1.97% +1,024 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 55,798 $4.69M 2.96% +1,800 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 55,170 $4.64M 1.55% -10,263 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 54,745 $4.6M 1.94% +337 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 54,714 $4.6M 0.15% +46,692 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 54,488 $4.58M 0.49% +12,629 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 54,438 $4.58M 1.72% +11,913 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 53,965 $4.57M 0.1% +9,353 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 54,001 $4.54M 0.12% +9,141 13F-HR/A Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 53,976 $4.54M 2.66% +12,927 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 53,742 $4.52M 1.83% -21,942 13F-HR Timeline Rooted Wealth Advisors, Inc. 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