SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,118,640 $71.7M 1.1% -4,033 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 1,111,319 $71.2M 6.78% +466,102 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,101,228 $70.6M 0.78% +568,339 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,098,313 $70.4M 3.22% +107,799 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,094,065 $70.1M 13.41% -16,638 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,089,021 $69.8M 2.15% -125,502 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,079,778 $69.2M 2.97% +257,424 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,069,091 $68.5M 11.63% -32,412 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 1,061,981 $68.1M 5.76% +187,096 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,043,067 $67.7M 2.5% +845,332 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 1,055,102 $67.6M 3.67% +18,165 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,051,784 $67.4M 12.5% +259,552 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,049,185 $67.2M 0.77% +25,145 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,040,629 $66.7M 0.75% -201,539 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,037,450 $66.5M 2.96% -9,176 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,036,323 $66.4M 2.76% +113,646 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,035,011 $66.3M 4.58% +20,839 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,032,535 $66.2M 4.29% -47,435 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,026,987 $65.8M 8.86% +75,233 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,009,671 $64.7M 4.01% +14,261 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 997,098 $63.9M 5.33% +14,499 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 995,981 $63.8M 13.5% +16,693 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 984,266 $63.1M 4.48% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 960,908 $62.6M 0.1% -69,037 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 970,411 $62.2M 0.8% +3,028 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 968,323 $62.1M 0.87% +1,865 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 956,431 $61.3M 0.34% +29,974 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 938,479 $60.1M 0.31% +83,975 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 933,569 $59.8M 0.44% -7,130 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 931,050 $59.7M -8,357 Timeline First Western Trust Bank More: the full row for First Western Trust Bank 930,771 $59.6M 3.01% +255,940 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 927,578 $59.4M 11.73% +50,523 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 925,404 $59.3M 3.23% +825,006 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 917,970 $58.8M 12.16% -34,348 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 917,014 $58.8M 3.35% +49,182 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 913,241 $58.5M 2.92% +40,010 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 911,468 $58.4M 5.57% -14,808 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 910,316 $58.3M 9.56% -9,876 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 907,001 $58.1M 2.82% -8,171 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 906,112 $58.1M 0.45% +17,307 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 900,266 $57.7M 7.87% +38,796 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 898,925 $57.6M 1% -10,064 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 898,383 $57.6M 4.56% +10,799 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 895,783 $57.4M 16.14% +11,513 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 892,836 $57.2M 7.9% -54,351 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 885,176 $56.7M 2.37% -47,781 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 884,885 $56.7M 1.34% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 876,046 $56.1M 4.59% +22,952 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 874,716 $56.1M 18.93% -140,060 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 868,550 $55.7M 0.27% -57,147 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 863,858 $55.4M 0.89% +290,470 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 861,720 $55.2M 3.79% +162,104 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 859,108 $55.1M 11.71% -1,124 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 858,247 $55M 0.43% +26,404 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 856,468 $54.9M 8.32% -66,235 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 850,183 $54.5M 0.22% -36,512 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 842,318 $54M 7.8% +15,153 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 839,410 $53.8M 4.91% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 836,440 $53.6M 0.74% +15,453 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 835,644 $53.5M 4.77% -89,981 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 832,286 $53.3M 4.65% -69,056 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 830,644 $53.2M 1.14% +48,579 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 820,151 $52.6M 1.34% -43,949 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 818,156 $52.4M 14.52% -8,442 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 811,831 $52M 5.98% -2,026 13F-HR Timeline Trust Co More: the full row for Trust Co 803,197 $51.5M 4.82% +11,857 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 802,324 $51.4M 21.61% -3,507 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 799,373 $51.1M 20.41% -17,533 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 796,228 $51M 2.7% +23,204 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 792,195 $50.8M 4.35% +61,355 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 789,474 $50.6M 8.39% +12,009 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 788,500 $50.5M 0.09% +246,800 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 785,862 $50.4M +13,260 Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 782,167 $50.1M 7.82% -28,513 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 779,154 $49.9M 11.64% +7,503 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 777,776 $49.8M 22.62% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 776,648 $49.8M 8.02% -17,796 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 774,716 $49.6M 0.63% +57,968 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 771,539 $49.4M 6.77% +85,148 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 770,556 $49.4M 9.49% +11,891 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 770,181 $49.4M 13.08% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 768,573 $49.3M 0.27% +13,295 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 767,016 $49.2M 9.49% +57,413 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 760,053 $48.7M 6.77% -16,169 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 748,746 $48M 11.2% +10,997 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 748,732 $48M 2.59% +20,716 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 748,200 $47.9M 6.62% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 747,961 $47.9M 4.62% +48,896 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 742,002 $47.5M 3.23% +12,904 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 740,272 $47.4M 21.79% +1,611 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 739,049 $47.4M 5.87% +155,508 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 737,901 $47.3M 7.85% -1,596 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 737,423 $47.3M 3.54% +72,262 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 736,637 $47.2M 0.58% +315,245 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 730,755 $46.8M 9.84% +14,949 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 725,135 $46.5M 10.66% +23,635 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 724,688 $46.4M 20.36% +3,198 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 721,999 $46.3M 10.22% +10,277 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 718,603 $46M 5.85% +877 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 668,654 $46M 7.15% +808 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 768,762 $45.9M +384,484 Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 715,084 $45.8M 9.46% +32,981 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 664,634 $44.9M 2.53% +7,118 13F-HR/A Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 694,551 $44.5M 15.84% -8,372 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 685,976 $44M 5.37% +42,799 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 624,595 $43.7M 1.23% +100,717 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 678,877 $43.5M 0.06% +78,486 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 676,160 $43.3M 0.5% +100,957 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 675,522 $43.3M 3.45% -7,057 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 672,488 $43.1M 0.66% +83,707 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 668,039 $42.8M 19.37% +29,019 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 667,370 $42.8M 0.6% +77,838 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 666,886 $42.7M 1.65% +663,886 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 663,651 $42.5M 0.69% +213,756 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 662,483 $42.5M 7.89% +92,023 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 651,183 $41.7M 0.07% -32,188 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 647,394 $41.5M 11.97% -904 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 642,047 $41M 1.16% +22,790 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 604,120 $41M 7.79% +972 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 636,976 $40.8M 15.11% +80,361 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 635,928 $40.8M 3.27% +51,566 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 632,910 $40.6M 7.32% +16,986 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 632,694 $40.5M 22.05% +19,223 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 631,968 $40.5M 10.79% +245 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 630,007 $40.4M 2.87% -149,726 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 628,350 $40.3M 4.36% -41,638 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 623,833 $40M 11.81% +30,425 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 622,729 $39.9M 0.78% +53,007 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 609,677 $39.6M 14.93% -2,426 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 618,310 $39.6M 8.54% +6,950 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 617,688 $39.6M 13.68% +766 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 615,193 $39.4M 6.91% -77,439 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 614,651 $39.4M 9.05% +429 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 613,020 $39.3M 4.05% +471 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 611,321 $39.2M +3,749 Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 606,648 $38.9M 3.91% +32,316 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 604,859 $38.8M 5.39% -3,549 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 603,238 $38.7M 9.62% -24,354 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 600,665 $38.5M 1.99% +33,039 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 599,739 $38.4M 2.25% +51,352 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 598,049 $38.3M 16.15% -3,094 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. 593,905 $38.1M 2.81% -56,152 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 588,865 $37.7M 8.75% +71,041 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 587,738 $37.7M 0.12% -211,078 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 582,227 $37.3M 1.53% +22,347 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 581,081 $37.2M -43,005 Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 576,869 $37M 0.31% +311,597 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 574,533 $36.8M 2.34% +15,084 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 574,475 $36.8M 5.82% +59,239 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 572,859 $36.7M 4.75% +1,478 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 571,579 $36.6M 7.57% +40,215 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 570,851 $36.6M 3.49% -2,798 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 570,025 $36.5M 0.36% -48,669 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 567,178 $36.3M 1.15% +468,690 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 564,820 $36.2M 0.06% +91,351 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 561,686 $36M 2.52% +49,656 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 559,702 $35.9M 0.86% +4,591 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 559,227 $35.8M 12.97% -26,680 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 558,408 $35.8M 0.69% +38,795 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 556,463 $35.7M 0.17% +37,273 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 550,713 $35.3M 6.8% +17,614 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 547,138 $35.1M 0.11% +145,458 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 546,091 $35M 7.95% -2,400 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 545,488 $35M 22.88% -130,571 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 541,790 $34.7M 1.89% +25,660 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 540,862 $34.7M 2.82% -25,395 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 540,708 $34.6M 5.42% +21,688 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 540,191 $34.6M 0.98% -75,953 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 536,709 $34.4M 13.96% +13,181 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 535,942 $34.3M 5.56% -219,479 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 533,080 $34.2M 5.94% +17,905 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 532,920 $34.1M 0.49% +81,174 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 532,225 $34.1M 0.91% -35,795 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 531,000 $34M 0.09% -10,756 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 528,729 $33.9M 3.57% +157,316 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 528,331 $33.9M 4.56% -12,218 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 525,750 $33.7M 0.61% +10,007 13F-HR/A Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 525,701 $33.7M 1.95% -312,835 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 525,600 $33.7M 13.46% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 525,132 $33.7M 2.69% +82,210 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 524,375 $33.6M 6.52% -24,440 13F-HR Timeline Axos Invest Inc. 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