Sepio Capital, LP More: the full row for Sepio Capital, LP 1,076,537 $76.7M 3.86% +21,435 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,074,057 $76.5M 6.66% -54,238 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,062,292 $75.7M 12.55% -64,956 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,048,879 $74.7M 3.97% +39,208 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,046,829 $74.6M 2.91% +9,379 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,045,750 $74.5M 1.68% -133,000 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,034,721 $73.7M 4.46% -290 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,031,472 $73.5M 0.38% +92,993 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,026,448 $73.1M 11.11% -42,643 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,022,094 $72.8M 5.26% +24,996 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,020,670 $72.7M 0.82% +686,717 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,011,315 $72.1M 13.16% +15,334 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,011,182 $72M 3.56% +94,168 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,010,101 $72M 2.43% -950,578 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,008,618 $71.9M 0.33% +240,045 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,012,628 $70.9M +606,511 Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 986,146 $70.3M 12% +58,568 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 979,852 $69.8M 3.89% -52,683 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 971,171 $69.2M -167,604 Timeline Strid Group, LLC More: the full row for Strid Group, LLC 969,998 $69.1M 7.67% +230,949 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 966,922 $68.9M 3.36% +36,151 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 963,172 $68.6M 0.87% -5,151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 961,454 $68.5M 0.45% +421,263 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 959,904 $68.4M 0.34% +3,473 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 955,762 $68.1M 0.64% -603,695 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 951,649 $67.8M 3.02% +38,408 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 950,233 $67.7M 0.82% -20,178 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 943,131 $67.2M 0.06% -1,229,230 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 937,201 $66.8M 4.12% -47,065 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 936,830 $66.7M 8.07% +36,564 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 934,207 $66.6M 0.41% +638 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 931,616 $66.4M 0.31% -226,585 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 926,704 $66M 0.08% +361,884 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 924,776 $65.9M 8.08% +31,940 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 908,819 $64.8M 16.01% +13,036 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 906,069 $64.6M 4.35% +7,686 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 902,866 $64.3M 11.97% -15,104 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 900,609 $64.2M 0.25% +32,059 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 899,556 $64.1M 0.94% +631 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 899,454 $64.1M -31,596 Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 881,443 $62.8M 4.23% +5,397 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 878,870 $62.6M 1.18% +48,226 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 877,904 $62.6M 9.42% -32,412 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 875,725 $62.4M 0.31% +437,880 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 875,203 $62.4M 2.72% -31,798 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 869,861 $62M 5.25% -41,607 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 863,734 $61.5M 4.78% +31,448 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 863,323 $61.5M 7.75% +81,156 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 861,421 $61.4M 11.28% +2,313 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 846,437 $60.3M 23.41% -325,000 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 845,497 $60.2M 12.54% +96,751 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 844,316 $60.2M 2.2% -40,860 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 837,457 $59.7M 0.37% -20,790 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 835,676 $59.5M 0.63% +159,516 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 833,132 $59.4M 17.36% -41,584 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 830,924 $59.2M 14.69% +12,768 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 827,709 $59M 2.83% +31,481 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 825,723 $58.8M 8.29% -30,745 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 824,065 $58.7M 21% +21,741 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 822,286 $58.6M 9.19% +55,270 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 808,390 $57.6M 1.32% -11,761 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 803,226 $57.2M 1.1% +789,954 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 803,015 $57.2M 0.63% +28,299 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 796,992 $56.8M 4.34% +4,797 13F-HR Timeline Trust Co More: the full row for Trust Co 796,341 $56.7M 5.12% -6,856 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 864,110 $56.7M 0.94% +252 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 792,345 $56.5M 4.7% -47,065 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 792,120 $56.4M 12.19% +12,966 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 790,889 $56.4M 0.2% -481,732 13F-HR Timeline Group Parker Financial LLC More: the full row for Parker Financial LLC 785,493 $56M 20.47% -13,880 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 785,715 $56M 0.06% +106,838 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 778,567 $55.5M 4.7% +30,606 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 777,776 $55.4M 22.63% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 776,743 $55.3M 8.14% +95 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 771,756 $55M 8.34% -17,718 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 771,158 $54.9M 9.83% +56,074 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 770,910 $54.9M 0.47% +350,680 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 768,881 $54.8M 13.64% -1,300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 764,009 $54.4M 0.73% +91,521 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 762,468 $54.3M 5.53% -49,363 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 760,360 $54.2M -25,502 Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 748,200 $53.3M 7.57% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 756,154 $53.3M 9.74% +25,399 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 745,582 $53.1M 10.46% +20,447 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 744,441 $53M 21.97% +4,169 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 744,374 $53M 7.69% +6,473 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 743,059 $52.9M 3.32% +1,057 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 738,394 $52.6M 8.72% -32,162 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 736,827 $52.5M 6.97% -34,712 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 722,252 $51.5M 5.56% +3,649 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 721,836 $51.4M 7.98% +59,353 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 717,468 $51.1M 16.66% +22,917 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 711,256 $50.7M 18.97% -13,432 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 706,718 $50.4M 19.68% +38,679 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 703,640 $50.1M 0.86% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 701,967 $50M 9.97% -20,032 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 694,445 $49.5M 5.43% +8,469 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 694,787 $49.3M -73,975 Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 690,345 $49.2M 1.69% +23,459 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 689,068 $49.1M 15.62% +52,092 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 688,765 $49.1M 6.51% -71,288 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 687,056 $49M 0.45% +117,031 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 687,039 $49M 2.51% +22,405 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 682,243 $48.6M 0.11% +135,105 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 680,161 $48.5M +99,080 Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 675,379 $48.1M 6.44% +6,725 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 672,455 $47.9M 3.78% -163,189 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 667,483 $47.5M 3.84% +290,480 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 663,218 $47.3M 0.74% -433 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 662,889 $47.2M 9.13% +74,024 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 662,188 $47.2M 3.93% +55,540 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 660,508 $47.1M 0.6% -6,862 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 660,376 $47.1M 21.11% +27,682 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 655,790 $46.7M 0.55% +122,870 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 651,601 $46.4M 0.33% new 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 647,837 $46.2M 4.03% +119,108 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 647,439 $46.1M 0.81% +24,710 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 646,109 $46M 3.4% +10,181 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 645,233 $45.8M 1.21% +3,186 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 637,314 $45.4M 0.08% -13,869 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 636,809 $45.4M 0.53% -199,631 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 634,911 $45.2M 4.34% +6,561 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 634,862 $45.2M 8.08% +84,149 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 632,387 $45.1M 0.49% -579,191 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 631,743 $45M 12.04% +7,910 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 630,260 $44.9M 8.59% +11,950 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 625,958 $44.6M 0.68% 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 623,449 $44.4M 8.97% +8,798 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 622,002 $44.3M 2.73% +60,316 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 621,712 $44.3M 5.7% +47,237 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 619,357 $44.1M 14.12% +1,669 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 619,038 $44.1M 0.01% -1,465,519 13F-HR Timeline Group JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 618,971 $44.1M 10.67% -12,997 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 616,372 $43.9M 1.99% +15,707 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 616,125 $43.9M 16.14% +18,076 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 614,911 $43.8M 7.13% -17,999 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 611,154 $43.5M 7.33% -4,039 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 615,440 $43.5M 5.13% +10,581 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 609,022 $43.4M 1.59% +26,795 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 614,381 $43.4M 14.75% +4,704 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 607,698 $43.3M 7.47% +3,578 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 607,015 $43.2M 14.9% +96,415 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 603,744 $43M 2.31% +4,005 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 599,843 $42.7M 3.71% -13,177 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 598,073 $42.6M 1.25% -26,522 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 597,337 $42.6M 0.2% +93,891 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 596,739 $42.5M 14.99% +211,034 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 595,029 $42.4M -16,292 Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 590,999 $42.1M 9.45% -12,239 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. 589,493 $42M 2.83% -4,412 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 586,614 $41.8M 4.84% +13,755 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 586,087 $41.8M 2.37% +11,554 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 586,010 $41.8M 1.18% +565,068 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 580,644 $41.4M 7.67% +9,065 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 578,734 $41.2M 3.57% +7,883 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 578,442 $41.2M 0.87% +18,740 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 575,288 $41M 1.14% +8,110 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 574,081 $40.9M 6.8% +67,113 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 571,191 $40.7M 0.78% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 564,827 $40.2M 2.72% +44,743 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 556,878 $39.7M 6.82% +32,503 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 555,333 $39.6M 12.42% -3,894 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 553,981 $39.5M 0.84% +21,756 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 551,337 $39.3M 2.15% +183,450 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 548,929 $39.1M 2.06% +7,139 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 547,917 $39M 4.83% +19,586 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 547,446 $39M 1.13% +71,611 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 545,234 $38.8M 0.09% -42,504 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 543,085 $38.7M 0.59% +17,335 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 540,385 $38.5M 0.64% -18,023 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 538,283 $38.4M 13.81% +1,574 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 537,227 $38.3M 12.92% +206,450 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 535,325 $38.1M 2.89% +13,409 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 534,696 $38.1M 5.83% +1,616 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 532,635 $38M 8.6% +25,118 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 532,351 $37.9M 20.88% -13,137 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 531,768 $37.9M 1.96% +6,067 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 531,764 $37.9M 0.79% +56,281 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 529,920 $37.8M 5.68% -10,788 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 527,002 $37.5M 7.5% -19,089 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 526,426 $37.5M 0.25% +51,722 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 526,378 $37.5M 3.73% +292,775 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 525,600 $37.4M 15.04% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 525,414 $37.4M 2.76% -15,448 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 521,591 $37.2M 7.38% -546 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 520,621 $37.1M 5.34% -1,816 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 519,321 $37M 2.87% -5,811 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 518,133 $36.9M 26.73% +6,942 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 518,011 $36.9M 5.97% +423,591 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 516,519 $36.8M 10.22% +6,099 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 514,683 $36.7M 0.68% +118,871 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 512,747 $36.5M 1.35% +28,477 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 510,238 $36.4M 0.41% -1,262 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 508,227 $36.2M 1.81% -1,383 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 508,061 $36.2M 8.19% +239,455 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 506,560 $36.1M 0.13% +57,946 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 506,473 $36.1M 2.53% -169,049 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 502,897 $35.8M 1.64% +8,718 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 500,268 $35.6M 0.57% +17,528 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 498,983 $35.6M 8.52% +15,127 13F-HR Timeline