Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,049,888 $65.6M 12.24% +41,314 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,049,797 $65.6M 2.42% -22,612 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,046,626 $65.4M 2.92% +7,095 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,029,945 $65.1M 0.11% -420 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 1,036,937 $64.8M 3.55% +20,422 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,024,040 $64M 0.73% +95,594 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,014,776 $63.4M 20.71% +23,397 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,014,172 $63.4M 5.48% +1,638 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,012,021 $63.2M 3.81% +48,780 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 995,410 $62.2M 4.19% +10,818 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 990,514 $61.9M 2.7% +141,809 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 984,266 $61.5M 4.24% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 982,599 $61.4M 5.29% -6,511 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 979,288 $61.2M 13.08% +22,169 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 967,383 $60.4M 0.73% -14,775 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 966,458 $60.4M 0.8% +3,278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 959,926 $60M +117,084 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 959,729 $60M 0.03% +97,885 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 952,318 $59.5M 12.48% -24,247 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 951,754 $59.5M 8.32% +109,904 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 947,187 $59.2M 8.11% -13,192 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 918,260 $59.1M +196,095 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 940,699 $58.8M 0.47% +11,327 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 939,407 $58.7M +36,472 Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 932,957 $58.3M 2.5% -28,015 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 926,457 $57.9M 0.32% -4,181 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 926,276 $57.9M 5.59% +17,515 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 925,697 $57.8M 0.3% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 925,625 $57.8M 5.21% -13,165 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 922,703 $57.6M 9.12% +8,592 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 922,677 $57.6M 2.35% -9,880 13F-HR/A Timeline Citizens Business Bank More: the full row for Citizens Business Bank 920,192 $57.5M 9.5% +9,560 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 915,172 $57.2M 2.75% +59,038 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 908,989 $56.8M 1.02% +10,282 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 901,342 $56.3M 5.19% +9,688 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 888,805 $55.5M 0.46% +87,560 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 887,584 $55.4M 4.28% +22,186 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 886,695 $55.4M 0.23% +413,000 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 884,270 $55.2M 15.76% +12,060 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 877,055 $54.8M 11.13% +66,382 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 874,885 $54.7M 4.71% +47,518 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 873,231 $54.6M 2.69% +61,373 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 867,832 $54.2M 3.24% +36,231 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 864,100 $54M 1.4% -6,951 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 861,470 $53.8M 7.56% +22,015 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 860,232 $53.7M 11.54% +5,981 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 854,504 $53.4M 0.29% +29,803 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 853,094 $53.3M 4.18% -1,261 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 839,410 $52.4M 4.53% +652,460 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 838,536 $52.4M 2.93% -139,309 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 831,843 $52M 0.44% +20,306 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 827,165 $51.7M 6.91% +19,277 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 826,598 $51.6M 14.48% +15,599 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 822,354 $51.4M 2.2% +23,277 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 820,987 $51.3M 0.74% -31,654 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 816,906 $51M 20.7% -12,947 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 813,857 $50.8M 6.11% +17,073 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 810,680 $50.6M 7.79% +2,913 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 805,831 $50.3M 21.75% +36,717 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 798,816 $49.9M 0.21% +333,275 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 771,651 $49.8M 11.75% +7,816 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 794,444 $49.6M 8.08% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 792,232 $49.5M 12.76% 13F-HR Timeline Trust Co More: the full row for Trust Co 791,340 $49.4M 4.64% +9,642 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 782,065 $48.9M 1.05% +42,951 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 779,733 $48.7M 2.84% -1,201 13F-HR/A Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 777,776 $48.6M 20.93% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 777,465 $48.6M 8.22% +2,399 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 776,222 $48.5M 7.05% -26,790 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 773,024 $48.3M 2.55% +59,256 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 772,602 $48.3M +79,982 Timeline Cliffwater LLC More: the full row for Cliffwater LLC 770,181 $48.1M 10.1% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 758,665 $47.4M 8.83% -624 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 755,421 $47.2M 7.82% +12,460 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 755,278 $47.2M 0.26% +56,284 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 748,200 $46.7M 5.13% -135,200 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 739,497 $46.2M 7.62% +14,225 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 738,661 $46.1M 21.1% +12,160 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 737,749 $46.1M 11.02% +1,942 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 730,840 $45.7M 3.84% +101,436 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 729,098 $45.5M 3.14% +11,422 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 728,016 $45.5M 2.5% +8,846 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 721,490 $45.1M 20.69% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 717,726 $44.8M 5.88% -4,916 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 716,748 $44.8M 0.66% +24,167 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 715,806 $44.7M 9.57% +13,905 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 711,722 $44.5M 10% +18,529 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 709,603 $44.3M 9.07% +52,814 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 702,923 $43.9M 15.32% +38,788 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 701,500 $43.8M 9.93% +11,354 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 699,616 $43.7M 3.47% +61,817 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 699,065 $43.7M 4.06% +46,356 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 692,632 $43.3M 7.26% +11,363 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 686,391 $42.9M 6.33% +20,786 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 683,371 $42.7M 0.08% -4,261 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 682,579 $42.6M 3.32% +49,019 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 682,103 $42.6M 8.98% +42,655 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 676,059 $42.2M 17.32% +23,284 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 674,831 $42.2M 2.07% -67,985 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 672,129 $42M 12.15% -6,492 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 671,861 $42M 0.74% +265,159 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 669,988 $41.9M 4.58% +87,041 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 667,846 $41.7M 8.13% +11,168 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 665,161 $41.6M 3.38% +95,908 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 662,117 $41.4M 4.32% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 657,516 $41.1M 2.42% +124,126 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. 650,057 $40.6M 3.01% -6,841 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 648,298 $40.5M 12.39% -17,452 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 645,217 $40.3M 3.88% +96,370 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 643,177 $40.2M 4.7% +10,078 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 639,020 $39.9M 18.38% +47,631 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 633,333 $39.6M 2.26% -10,226 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 633,300 $39.6M 0.02% +53,717 13F-HR Timeline Group JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 631,723 $39.5M 11.41% +12,186 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 627,592 $39.2M 9.71% +56,498 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 624,086 $39M -11,971 Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 612,103 $38.7M 14.97% +9,844 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 618,694 $38.7M 0.43% +38,553 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 619,257 $38.6M 1.2% +12,541 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 616,922 $38.5M 13.35% -27,339 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 616,144 $38.5M 1.12% -442,772 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 615,924 $38.5M 7.3% +102,110 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 614,222 $38.4M 8.73% +26,890 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 613,471 $38.3M 20.95% +39,701 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 612,549 $38.3M 3.88% -27,831 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 611,360 $38.2M 8.49% +4,057 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 608,408 $38M 5.26% -10,284 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 607,572 $38M -30,993 Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 603,148 $37.7M 7.48% +3,745 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 603,000 $37.7M 3.27% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 601,143 $37.6M 16.26% +14,392 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 600,391 $37.5M 0.05% -56,632 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 593,408 $37.1M 11.46% +13,588 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 589,532 $37M 0.48% +24,813 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 588,781 $36.8M 0.75% +50,866 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 585,907 $36.6M 13.62% +51,219 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 584,362 $36.5M 2.85% +6,440 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 583,541 $36.5M 4.54% +26,859 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 582,877 $36.4M 0.46% +61,335 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 575,203 $35.9M 0.42% -29,299 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 574,332 $35.9M 3.62% +73,997 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 573,649 $35.8M 3.29% -5,148 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 573,388 $35.8M 0.59% +170,959 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 571,381 $35.7M 4.56% +6,934 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 570,460 $35.6M 7.18% +20,046 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 569,722 $35.6M 0.7% +55,340 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 568,020 $35.5M 1.15% +116,621 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 567,626 $35.5M 1.86% -37,943 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 566,257 $35.4M 2.93% -10,808 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 565,986 $35.4M 10.66% +49,428 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 559,880 $35M 1.46% -824 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 559,449 $34.9M 2.19% +18,284 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 557,735 $34.8M 6.89% +26,024 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 556,615 $34.8M 12.75% +119,636 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 555,111 $34.7M 0.77% +10,417 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 548,815 $34.3M 6.53% -23,497 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 548,491 $34.3M 7.71% -12,249 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 548,387 $34.3M 1.98% +16,530 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 547,293 $34.2M 5.87% +14,735 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 541,756 $33.8M 0.09% +63,930 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 541,700 $33.8M 0.05% new 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 540,982 $33.8M 5.44% -4,085 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 540,549 $33.8M 4.49% -14,433 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 533,099 $33.3M 6.35% +52,908 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 532,889 $33.3M 0.45% +273,578 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 531,364 $33.2M 7.12% +12,647 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 525,600 $32.8M 14.63% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 523,878 $32.7M 1.39% +140,083 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 523,528 $32.7M 13.71% +20,569 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 519,613 $32.5M 0.61% +6,702 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 519,190 $32.4M 0.1% +63,379 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 519,020 $32.4M 5.25% +21,215 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 517,824 $32.3M 7.54% +82,300 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 516,130 $32.2M 1.66% +16,805 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 515,743 $32.2M 0.59% +7,086 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 515,427 $32.2M 16.5% +92 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 515,236 $32.2M 5.04% +21,637 13F-HR Timeline Sovereign Financial Group, Inc. 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