Wealth Forward, LLC More: the full row for Wealth Forward, LLC 266,252 $19M 9.45% +2,695 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 265,553 $18.9M 2.42% +9 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 265,509 $18.9M 6.57% +9,788 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 265,276 $18.9M 14.01% +7,900 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 264,808 $18.9M 0.54% -688 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 262,705 $18.7M 3.26% +21,093 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 262,284 $18.7M 10.34% +9,726 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 262,127 $18.7M 1.34% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 261,939 $18.7M 7.05% +13,317 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 260,383 $18.6M 10.34% +1,481 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 259,789 $18.5M 12.04% +5,995 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 259,612 $18.5M 2.1% +41,906 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 257,741 $18.4M 3.78% -2,521 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 257,470 $18.3M +754 Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 256,551 $18.3M 6.55% -10,774 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 255,515 $18.2M 9.11% -365 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 255,269 $18.2M 0.34% -2,167 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 253,441 $18.1M 11.56% -6,630 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 251,962 $18M 5.78% +43,552 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 251,128 $17.9M 0.44% +10,096 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 250,564 $17.9M 7.05% -466 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 247,963 $17.7M 0.45% -636,922 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 247,306 $17.6M 6.6% +1,644 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 247,202 $17.6M 2.5% +1,405 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 245,820 $17.5M 15.33% +1,181 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 244,928 $17.5M 1.51% +8,350 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 244,220 $17.4M 3.15% -2,932 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 243,750 $17.4M 6.42% +513 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 243,657 $17.4M 1.59% +39,146 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 240,270 $17.1M 5.34% +2,890 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 238,898 $17M 0.31% +61,215 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 237,847 $16.9M 0.65% +34,059 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 237,724 $16.9M 6.1% +50,669 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 236,472 $16.8M 0.7% +44,593 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 236,419 $16.8M 4.98% +2,677 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 235,150 $16.8M 8.33% +1,009 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 234,811 $16.7M 0.02% -6,810 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 234,679 $16.7M 13.45% +196 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 234,410 $16.7M 4.15% +18,689 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 234,089 $16.7M 12.87% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 234,045 $16.7M 4.77% +17,620 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 232,941 $16.6M 0.65% -2,020 13F-HR Timeline InvesTrust More: the full row for InvesTrust 232,340 $16.6M 6.37% +706 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 232,243 $16.5M 0.03% -6,774 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 231,783 $16.5M 1.23% -1,092 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 229,104 $16.3M 0.27% -18,779 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 228,862 $16.3M 0.82% -8,771 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 228,443 $16.3M 0.32% -9,213 13F-HR Timeline Group P/E Global LLC More: the full row for P/E Global LLC 228,184 $16.3M 1.04% -3,951 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 228,160 $16.3M 10.69% +5,516 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 227,588 $16.2M 4.12% +6,717 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 227,131 $16.2M 5.48% -4,478 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 226,494 $16.1M 1.46% +25,948 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 226,374 $16.1M 1.47% -23,212 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 225,486 $16.1M 0.11% +980 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 225,297 $16.1M 3.37% +23,796 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 224,996 $16M 1.51% +6,376 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 223,679 $15.9M 0.59% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 223,640 $15.9M 0.94% +1,484 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 223,301 $15.9M 6.58% -17,560 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 222,587 $15.9M 0.43% -442 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 222,132 $15.8M +7,476 Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 221,270 $15.8M 2.97% -6,913 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 220,230 $15.7M 5.15% +70,477 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 219,127 $15.6M 8.79% +2,594 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 218,785 $15.6M 5.26% +8,407 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 218,568 $15.6M 7.07% -12,059 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 218,522 $15.6M 2.19% +2,138 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 218,465 $15.6M 7.14% +1,888 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 218,102 $15.5M 8.63% -2,652 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 217,915 $15.5M 3.82% +4,731 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 216,924 $15.5M 2.52% -387 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 216,543 $15.4M 1.59% +9,075 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 216,406 $15.4M 0.76% +32,338 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 214,420 $15.3M 8.42% -6,823 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 214,351 $15.3M 0.83% +31,953 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 213,192 $15.2M 4.49% new 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 212,133 $15.1M 8.31% +183,921 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 211,941 $15.1M 0.04% +4,371 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 211,574 $15.1M 8.11% +5,151 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 211,295 $15.1M 0.36% +1,279 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 210,568 $15M 0.42% -3,663 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 211,676 $14.9M 1.88% -7,080 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 209,256 $14.9M 2.78% -2,393 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 209,011 $14.9M 0.11% +26,941 13F-HR Timeline Fairlight Advisors More: the full row for Fairlight Advisors 207,889 $14.8M 12.08% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 206,301 $14.7M 5.25% +14,807 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 206,582 $14.7M 4.73% +903 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 206,402 $14.7M 1.46% +9,866 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 206,300 $14.7M 0.35% -10,655 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 205,865 $14.7M 0.33% -8,738 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 205,152 $14.6M 2.85% -4,058 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 204,931 $14.6M 0.66% +4,680 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 204,646 $14.6M 0.91% +179,404 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 204,520 $14.6M 2.11% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 204,312 $14.6M 0.07% -3,557 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 204,214 $14.6M 8.41% -5,132 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 202,975 $14.5M 4.88% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 202,032 $14.4M 0.61% +16,793 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 201,714 $14.4M 10.83% -6,420 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 201,100 $14.3M 12.31% +3,774 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 200,386 $14.3M 4.09% -939 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 200,123 $14.3M 0.21% +1,188 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 202,400 $14.2M 0.02% -758,508 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 199,518 $14.2M 0.17% -6,544 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 198,842 $14.2M 0.47% -11,938,021 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 197,004 $14M 7.88% +19,025 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 196,873 $14M 3.98% -3,307 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 196,436 $14M 0.77% +19,595 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 196,183 $14M 7.5% -716 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 194,806 $13.9M 0.9% -3,137 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 194,702 $13.9M 1.91% +3,879 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 193,580 $13.8M 0.04% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 193,511 $13.8M 3.87% +8,512 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 193,126 $13.8M 0.45% +10,470 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 190,483 $13.7M 9.66% +1,372 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 191,851 $13.7M 6.82% -3,412 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 190,340 $13.6M 0.26% +34,924 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 190,303 $13.6M 2.82% -167,062 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 190,170 $13.5M 0.59% -4,331 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 190,161 $13.5M 1.79% -1,323 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 190,147 $13.5M 6.36% -6,052 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 190,013 $13.5M 2% -2,341 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 189,403 $13.5M 3.04% +5,565 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 189,259 $13.5M 2.86% +11,374 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 188,974 $13.5M 5.08% +31,139 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 188,608 $13.4M 0.64% +27,305 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 188,437 $13.4M 3.91% -1,486 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 187,432 $13.4M 4.3% +4,412 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 186,479 $13.3M 4.01% +19,175 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 186,362 $13.3M 0.97% -18,522 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 186,224 $13.3M 0.02% -36,160 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 185,986 $13.3M 3.64% +798 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 185,940 $13.2M 1.17% +543 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 185,000 $13.2M 1.7% new 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 184,930 $13.2M 0.01% +19,530 13F-HR/A Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 184,673 $13.2M 3.79% +3,575 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 184,168 $13.1M 8.17% -1,221 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 184,164 $13.1M 0.66% -722 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 184,134 $13.1M 1.07% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 183,718 $13.1M 8.57% +6,760 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 182,435 $13M 0.07% +107,458 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 182,042 $13M 0.35% +15,613 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 181,706 $12.9M 1.28% +11,678 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 181,699 $12.9M 2.41% +2,800 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 181,468 $12.9M 4.67% -1,212 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 181,119 $12.9M 4.57% -22,344 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 181,076 $12.9M 0.63% -4,504 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 180,917 $12.9M 1.05% -6,067 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 180,541 $12.9M 5.39% +9,044 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 180,332 $12.8M 5.27% -754 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 180,120 $12.8M 0.73% +413 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 179,155 $12.8M 1.24% +1,527 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 178,831 $12.7M 5.02% +4,195 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 178,645 $12.7M 6.83% 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 178,459 $12.7M 1.31% -745 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 177,973 $12.7M 9.28% -2,100 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 177,947 $12.7M 1.86% +35,804 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 177,868 $12.7M 0.58% +5,204 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 177,861 $12.7M 5.16% +21,157 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 171,924 $12.6M 2.89% +51,029 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 177,209 $12.6M 0.86% +6,999 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 176,154 $12.6M 0.1% -286,985 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 174,873 $12.5M 4.92% +5,081 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 174,673 $12.4M 0.12% +15,728 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 173,940 $12.4M 1.38% +1,479 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 173,769 $12.4M 6.8% -3,916 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 173,517 $12.4M 0.37% +10,730 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 173,045 $12.3M 1.95% -16,802 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 172,820 $12.3M 0.79% +1,692 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 172,618 $12.3M 2.62% +605 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 172,264 $12.3M 2.22% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 172,171 $12.3M 1.2% -251,968 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 35,179 $12.3M 8.11% -185,651 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 171,163 $12.2M 1.69% -2,100 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 170,913 $12.2M 5.9% +25,469 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 170,781 $12.2M 1.92% -9,409 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 170,727 $12.2M 1.24% +8,393 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 172,662 $12.1M 2.45% 0 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 170,383 $12.1M 11.73% 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 169,821 $12.1M 10.27% +11,174 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 167,050 $12.1M 14.15% +3,117 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 168,827 $12M 10.3% -4,205 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 168,696 $12M 4.64% +57,080 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 168,696 $12M 4.65% +165,118 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 167,699 $11.9M 1.4% +28,619 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 167,379 $11.9M 3.28% +5,658 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 167,051 $11.9M 7.03% +131,167 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 171,709 $11.9M 7.24% +1,823 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 166,333 $11.9M 7.23% +4,710 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 165,795 $11.8M 0.3% -18,435 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 508,456 $11.8M 1.43% +3,319 13F-HR Timeline CHILTON INVESTMENT CO INC. 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