First National Trust Co More: the full row for First National Trust Co 213,292 $17.6M 0.6% -1,524 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 210,946 $17.5M 0.21% +194 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 209,671 $17.4M 7.62% +13,844 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 209,677 $17.3M 2.76% +22,987 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 204,943 $17M 7.2% +37,082 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 200,272 $16.6M 1.03% +13,063 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 200,257 $16.6M 0.36% +69,308 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 200,000 $16.6M 0.77% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 199,562 $16.5M 2.44% +13,050 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 192,316 $15.9M 2.21% -8,205 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 190,001 $15.7M 0.5% +190,000 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 189,502 $15.7M 2.07% +76,017 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 186,197 $15.4M 5.56% -3,884 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 185,555 $15.4M 7.48% +78,852 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 184,683 $15.3M 3.17% +5,483 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 184,572 $15.3M 3.23% +3,231 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 184,551 $15.3M 8.85% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 183,786 $15.2M 1.91% +2,322 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 183,524 $15.2M 7.56% +6,822 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 183,084 $15.2M 5.34% +18,732 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 182,445 $15.1M 0.07% +118,391 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 182,338 $15.1M 0.08% -1,805 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 182,102 $15.1M 4.71% +2,413 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 181,935 $15.1M 3% -43,008 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 181,038 $15M 6.05% +7,327 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 180,501 $14.9M 0.02% +47,487 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 178,449 $14.7M 0.03% -56,274 13F-HR Timeline Group Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 176,219 $14.6M 13.09% +20,484 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 175,496 $14.5M 5.89% +4,228 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 174,543 $14.4M 0.11% +30,249 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 171,935 $14.2M 2.36% -2,386 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 170,658 $14.1M 0.17% -1,903 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 169,301 $14M 0.96% +7,354 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 168,134 $13.9M 3.5% new 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 166,214 $13.8M 8.08% +6,336 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 165,708 $13.7M 3.48% +11,778 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 164,754 $13.6M 2.47% +7,636 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 162,814 $13.5M 3.56% +7,640 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 162,683 $13.5M +45,671 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 162,580 $13.5M 0.07% +109,370 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 160,545 $13.3M 1.56% -13,416 13F-HR Timeline Group 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 160,405 $13.3M 0.53% -4,106 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 153,942 $12.7M 1.69% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 153,910 $12.7M 0.07% +19,664 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 150,297 $12.4M 0.61% +2,877 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 149,600 $12.4M 8.1% -4,218 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 148,252 $12.3M 6.38% -14,158 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 147,881 $12.2M 0.01% +2,626 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 146,354 $12.1M 3.41% +1,549 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 145,227 $12M 2.15% +96,169 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 144,203 $11.9M 0.96% +80,896 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 143,627 $11.9M 1.78% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 143,071 $11.8M 0.45% new 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 140,444 $11.6M 5.11% -4,939 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 140,342 $11.6M 10.32% +7,183 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 139,747 $11.6M 0.7% +132,766 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 139,572 $11.5M 0.79% +1,640 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 137,620 $11.4M 0.31% +1,956 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 135,928 $11.2M 2.15% +9,976 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 134,952 $11.2M 0.1% -40,770 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 133,960 $11.1M 2.54% +239 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 133,613 $11.1M 3.05% -2,517 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 132,102 $10.9M 9.02% +3,122 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 130,698 $10.9M 7.58% +13,164 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 128,701 $10.6M -5,397 Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 128,020 $10.6M 1.07% -12,676 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 127,441 $10.5M 2.25% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 127,106 $10.5M 0.15% +22,965 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 127,027 $10.5M 0.17% +94,971 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 126,404 $10.5M 2.49% +3,116 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 125,269 $10.4M 1.78% +2,233 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 125,236 $10.4M 0.27% +18,004 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 125,192 $10.4M 0.2% +21,756 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 123,948 $10.3M 0.13% +3,167 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 123,699 $10.2M 1.03% +8,274 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 123,665 $10.2M 4.14% +36,195 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 123,570 $10.2M 0.1% -6,373 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 123,530 $10.2M 0.21% +55,604 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 123,196 $10.2M 5.57% +24,184 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 123,130 $10.2M 2.67% +7,930 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 122,672 $10.2M 1.97% +72 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 121,405 $10M 1.88% +30,028 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 121,106 $10M 1.28% +5,165 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 120,626 $9.98M 3.77% +1,044 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 118,700 $9.8M 0.11% +1,969 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 116,467 $9.64M 2.47% -991 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 114,956 $9.51M 0.3% -15,266 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 114,311 $9.46M 6.41% -5,354 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 113,675 $9.41M 5.06% +3,242 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 113,081 $9.36M 1.3% +467 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 111,908 $9.26M 2.96% +4,716 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 111,593 $9.23M 0.07% +9,673 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 111,575 $9.23M 4.14% -8,414 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 110,926 $9.18M 0.11% -530 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 110,098 $9.11M 1.28% -11,426 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 108,134 $8.95M 0.65% -12,504 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 107,054 $8.86M 4.29% +4,200 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 106,997 $8.85M 0.44% +4,049 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. 106,673 $8.83M 0.65% -27,043 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 106,534 $8.82M 4.37% +5,926 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 106,224 $8.79M 0.28% +7,291 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 106,182 $8.79M 0.19% +50,658 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 105,583 $8.74M 8.11% +6,571 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 104,195 $8.62M 9.01% +5,264 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 103,223 $8.54M 1.52% +4,375 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 102,767 $8.5M 0.45% -1,743 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 102,555 $8.49M 5.07% +9,319 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 102,499 $8.48M 2.31% +6,354 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 102,008 $8.44M 0.45% -8,726 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 101,647 $8.41M <0.01% +2,379 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 101,592 $8.41M 0.45% +60,089 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 100,907 $8.35M 2.79% +4,565 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100,861 $8.35M 0.16% -1,870 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 100,503 $8.32M 1.64% +92,335 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 100,301 $8.3M 1.22% +2,044 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 99,881 $8.27M 0.29% +63,675 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 98,871 $8.18M 1.68% +3,756 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 98,693 $8.17M 0.28% +216 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 98,538 $8.15M 5.11% +5,084 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 97,561 $8.07M 1.01% -366 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 97,374 $8.06M 1.34% +3,540 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 97,089 $8.03M 2.24% +3,258 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 96,746 $8.01M 2.34% +2,151 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 96,312 $7.97M 0.28% +1,324 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 94,173 $7.79M 1.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 93,118 $7.71M 0.66% +138 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 92,730 $7.67M 0.36% +57,897 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 92,550 $7.66M 4.34% +28,612 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 92,380 $7.64M 4.11% +858 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 89,462 $7.4M 0.18% new 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 88,291 $7.31M 0.39% +1,204 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 88,277 $7.3M 0.4% -1,665 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 87,155 $7.21M 0.27% -10,536 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 86,944 $7.19M 0.53% +1,405 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 86,695 $7.17M -2,709 Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 86,184 $7.13M 0.48% -5,093 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 86,019 $7.12M 3.55% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 85,653 $7.09M 4.35% -2,656 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 84,922 $7.03M 1.81% -795 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 83,822 $6.94M 1.98% +2,557 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 83,268 $6.87M 0.02% +18,572 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 82,660 $6.84M 0.11% -960 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 82,378 $6.82M 6.09% -5,460 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 81,720 $6.76M 0.09% +6,206 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 81,500 $6.74M 0.65% +3,357 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 81,053 $6.71M 0.11% -23,218 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 80,829 $6.69M 0.97% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 80,497 $6.66M 0.02% +30,742 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 79,819 $6.61M 1.28% -72,633 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 79,724 $6.6M 0.5% -6,026 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 79,122 $6.55M 2.63% +4,020 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 78,743 $6.52M <0.01% +14,099 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 78,495 $6.48M 0.06% +12,432 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 78,198 $6.47M 3.28% -8,963 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 76,973 $6.37M 0.01% -20,366 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 75,804 $6.32M 3.52% +5,388 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 76,229 $6.31M 0.1% +12,849 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 75,396 $6.24M 0.07% -88,374 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 75,384 $6.24M 1.26% +5,382 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 75,273 $6.23M 0.8% +880 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 75,119 $6.22M 0.5% -20,735 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 75,050 $6.21M 0.2% +5,492 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 74,670 $6.18M 0.27% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 74,225 $6.14M 0.07% +24,757 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 74,183 $6.14M 0.54% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 73,887 $6.11M 0.7% +43,480 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 73,789 $6.11M 0.48% +5,832 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 73,539 $6.09M 0.03% +3,286 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 73,137 $6.05M <0.01% -1,506 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 73,718 $6.05M 0.07% +68,848 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 72,966 $6.04M 0.02% +2,516 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 72,869 $6.03M 3.68% -2,517 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 72,779 $6.02M 3.76% -4,395 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 72,319 $5.98M 0.82% +2,485 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 72,181 $5.97M 3.24% +15,636 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 72,079 $5.96M 2.1% +16,295 13F-HR Timeline One William Street Capital Management, … More: the full row for One William Street Capital Management, L.P. 71,700 $5.93M 11.4% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 71,075 $5.88M 3.3% +9,920 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 71,069 $5.88M 2.41% +2,942 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 70,673 $5.85M 0.11% +1,286 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 70,628 $5.84M 1.84% +542 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 69,917 $5.79M 3.32% +18,760 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 69,900 $5.78M 5.19% +7,827 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 69,765 $5.78M 0.12% +41,524 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 68,824 $5.7M 0.28% -100,175 13F-HR Timeline Yoder Wealth Management, Inc. 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