Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 194,428 $16.3M 1% +175,192 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 190,355 $15.9M 8.79% +16,290 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 190,081 $15.9M 5.6% -2,293 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 189,327 $15.9M 0.15% +49,519 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 188,364 $15.8M 0.02% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 187,209 $15.7M 0.96% +12,569 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 186,690 $15.6M 2.72% +67,338 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 186,512 $15.6M 2.29% +9,914 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 184,143 $15.4M 0.09% +7,658 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 183,044 $15.3M 3.32% +162,054 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 181,341 $15.2M 3.25% +8,122 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 181,464 $15.2M 1.87% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 179,689 $15M 4.77% +2,283 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 179,200 $15M 3.03% +65,410 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 176,702 $14.8M 7.34% +7,772 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 175,747 $14.7M 0.03% +8,502 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 175,722 $14.7M 0.11% +32,352 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 174,321 $14.6M 2.41% +1,660 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 173,961 $14.6M 0.92% -2,264 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 173,711 $14.5M 5.76% +190 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 172,561 $14.5M 0.16% -8,475 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 171,268 $14.3M 6.01% -3,007 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 168,999 $14.2M 0.69% -18,483 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 167,861 $14.1M 6.38% +19,677 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 164,511 $13.8M 0.54% -2,426 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 164,352 $13.8M 5.18% +11,755 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 163,770 $13.7M 0.16% +4,760 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 162,410 $13.6M 6.48% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 161,947 $13.6M 0.92% +8,597 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 159,878 $13.4M 8.04% +9,324 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 157,118 $13.2M 2.43% +10,195 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 155,735 $13M 13% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 155,174 $13M 3.54% +22,065 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 153,930 $12.9M 3.32% +6,194 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 153,818 $12.9M 8.5% +14,590 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 152,452 $12.8M 2.43% +42,017 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 150,000 $12.6M 0.02% new 13F-HR Timeline Group Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 149,128 $12.5M 6.84% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 147,420 $12.3M 0.61% -5,281 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 145,383 $12.2M 5.63% -23,648 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 145,255 $12.2M 0.01% +21,347 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 144,805 $12.1M 3.46% +4,561 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 144,602 $12.1M +16,304 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 144,294 $12.1M 0.09% 13F-HR/A Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 140,696 $11.8M 1.35% -2,542 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 139,455 $11.7M 0.21% +8,397 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 137,932 $11.6M 0.78% +24,349 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 136,130 $11.4M 3.05% +8,353 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 135,664 $11.4M 0.29% -2,502 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 134,098 $11.3M +88,921 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 134,246 $11.2M 0.06% +17,838 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 133,721 $11.2M 2.8% 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. 133,716 $11.2M 0.83% +4,358 13F-HR Timeline Group BluePrint Investing LLC More: the full row for BluePrint Investing LLC 133,159 $11.2M 9.99% 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 133,014 $11.1M 0.02% +35,023 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 130,949 $11M 0.25% +15,874 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 130,222 $10.9M 0.24% -2,695 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 129,943 $10.9M 0.11% +3,539 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 128,980 $10.8M 9.03% +1,870 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 125,952 $10.5M 2.02% +25,870 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 125,037 $10.5M 0.01% +57,659 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 123,288 $10.3M 2.53% +6,608 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 123,036 $10.3M 2.21% +6,195 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 122,600 $10.3M 1.95% +4,194 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 121,524 $10.2M 1.88% +2,189 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 120,781 $10.1M 0.13% +10,799 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 120,638 $10.1M 0.65% -36,063 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 119,989 $10M 4.49% +2,942 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 119,665 $10M 6.82% +1,584 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 119,582 $10M 3.4% +632 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 117,534 $9.84M 7.59% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 117,458 $9.84M 2.29% -2,327 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 117,012 $9.8M 0.9% +42,361 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 116,731 $9.8M 0.11% -1,633 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 115,941 $9.71M 1.25% -60,217 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 115,425 $9.67M 0.98% +60,937 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 115,200 $9.65M 2.23% +24,990 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 115,213 $9.65M 2.46% +1,598 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 113,759 $9.53M 0.3% +59,045 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 113,706 $9.52M 2.16% -16,360 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 113,485 $9.52M 2.3% -7,597 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 112,614 $9.43M 1.26% -649 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 111,456 $9.33M 0.13% -34,415 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 110,734 $9.27M 0.47% +510 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 110,433 $9.25M 4.89% +17,246 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 107,232 $8.98M 0.25% +9,795 13F-HR/A Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 107,192 $8.98M 3.09% +3,409 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 106,703 $8.94M 4.27% +42,849 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 105,768 $8.86M 0.01% +83,435 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 104,510 $8.75M 0.39% +560 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 104,141 $8.75M 0.11% +18,325 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 104,271 $8.73M 0.14% +4,468 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 103,436 $8.66M 0.16% +21,686 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 103,216 $8.64M 2.47% +18,644 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 102,948 $8.62M 0.45% +3,606 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 102,854 $8.61M 4.4% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 102,731 $8.6M 0.17% -6,483 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 101,920 $8.54M 0.1% +3,083 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 100,608 $8.43M 4.24% +10,235 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 99,268 $8.31M <0.01% +87,132 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 99,012 $8.29M 4.8% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 99,012 $8.29M 7.73% +5,012 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 98,933 $8.29M 0.27% +2,897 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 98,931 $8.29M 8.48% +5,968 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 98,848 $8.28M 1.55% +8,112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 98,257 $8.23M 1.12% +1,924 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 97,927 $8.2M 1.56% +5,684 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 97,691 $8.18M 0.3% +1,376 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 97,339 $8.15M 0.02% +14,903 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 97,122 $8.13M 6.64% 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 96,342 $8.07M 2.66% +7,771 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 96,145 $8.05M 2.25% -1,039 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 95,854 $8.03M 0.63% -7,250 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 95,365 $7.99M 0.09% +9,759 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 95,115 $7.97M 1.58% +9,060 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 94,988 $7.96M 0.28% +10,265 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 94,595 $7.92M 2.22% +9,488 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 93,834 $7.86M 1.33% +4,888 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 93,831 $7.86M 2.13% -189 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 93,454 $7.83M 4.81% +6,582 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 93,236 $7.81M 4.61% +5,420 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 92,980 $7.79M 0.69% +1,567 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 91,522 $7.66M 3.56% +2,352 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 91,377 $7.65M 1.45% +1,947 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 91,277 $7.64M 0.53% +322 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 89,942 $7.53M 0.41% -1,837 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 89,404 $7.49M +15,736 Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 88,309 $7.4M 4.92% 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 87,838 $7.36M 6.7% 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 87,470 $7.33M 3.15% +6,850 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 87,161 $7.3M 3.99% +4,987 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 87,087 $7.29M 0.38% -1,912 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 86,500 $7.24M 0.13% 0 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 86,019 $7.2M 3.55% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 85,766 $7.18M 1.3% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 85,750 $7.18M 0.54% +21,514 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 85,717 $7.18M 1.8% -3,246 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 85,539 $7.16M 0.51% +22,688 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 98,477 $7.01M 0.17% +10,567 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 83,620 $7M 0.12% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 81,265 $6.81M 1.98% +3,618 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 78,367 $6.56M 0.66% +6,359 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 78,143 $6.54M 0.61% +1,673 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 77,174 $6.46M 3.9% -3,481 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 75,896 $6.36M 4.81% -15,247 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 75,514 $6.33M 0.08% +12,080 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 75,386 $6.31M 3.63% +2,828 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 75,102 $6.29M 2.32% -8,615 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 74,670 $6.25M 0.28% -3,770 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 74,643 $6.25M <0.01% -2,211 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 74,393 $6.23M 0.81% -412 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 73,972 $6.2M 1.32% -4,956 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 73,133 $6.12M 1.92% +10,289 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 72,800 $6.1M 0.29% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 70,416 $5.9M 3.54% +490 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 70,450 $5.9M 0.02% +1,184 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 70,253 $5.88M 0.03% +2,022 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 70,086 $5.87M 1.87% +6,018 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 70,002 $5.86M 2.07% -8,817 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 69,834 $5.85M 0.82% -7,650 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 69,558 $5.83M 0.19% +4,718 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 69,387 $5.81M 0.1% +674 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 68,400 $5.72M 2.61% -409 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 68,127 $5.71M 2.28% +2,024 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 67,957 $5.69M 0.45% +4,010 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 67,926 $5.69M 0.13% +13,925 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 66,941 $5.61M 3.15% -1,139 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 66,063 $5.53M 0.06% +362 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 65,333 $5.47M 4.55% +1,833 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 64,732 $5.47M 0.15% +2,332 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 64,696 $5.42M 0.03% +59,449 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 64,644 $5.41M <0.01% +22,892 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 64,640 $5.41M 0.04% -4,731 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 64,054 $5.36M 0.03% +4,571 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 63,938 $5.35M 3.35% +27,144 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 63,707 $5.34M 2.93% +4,935 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 63,380 $5.31M 0.08% +3,937 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 63,307 $5.3M 0.43% +314 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 63,223 $5.29M 0.5% +3,661 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 62,505 $5.23M 0.02% -499 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 62,073 $5.2M 5.1% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 61,544 $5.15M 0.8% -4,814 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 61,456 $5.15M 1.28% -661 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 61,173 $5.13M 3.54% +1,003 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 61,155 $5.12M 2.87% +7,179 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 60,821 $5.09M 0.24% -23,728 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 60,469 $5.06M 1.83% +6,031 13F-HR Timeline Rooted Wealth Advisors, Inc. 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