NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 199,082 $14.2M 0.06% +20,190 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 196,829 $14M 6.32% -2,600 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 195,392 $13.9M 0.09% +8,967 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 194,171 $13.8M 0.82% -1,420 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 192,618 $13.7M 5.42% +23,088 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 187,049 $13.3M 0.05% -7,284 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 184,297 $13.2M 0.43% +3,744 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 182,894 $13.1M 0.14% +1,409 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 179,575 $13M 0.19% +105,096 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 181,281 $12.9M 0.32% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 180,562 $12.9M 0.55% +9,636 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 176,623 $12.6M 3.14% -11,619 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 172,327 $12.3M 0.01% +4,776 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 170,899 $12.2M 3.16% -1,955 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 168,486 $12M 0.62% +90,677 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 168,357 $12M 0.43% +3,202 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 167,718 $12M 2.53% +20 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 165,368 $11.8M 0.09% +15,554 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 163,765 $11.7M 0.24% -5,390 13F-HR/A Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 163,468 $11.7M 7.37% -123 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 162,429 $11.6M 10.63% -37,154 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 160,411 $11.4M 0.34% -484 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 160,286 $11.4M 0.21% -19,524 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 159,423 $11.4M 0.01% +90,248 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 154,179 $11M 3.42% -840 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 153,750 $11M 1.15% +629 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 152,139 $10.9M 0.61% -1,877 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 152,058 $10.9M 3.28% +7,133 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 150,725 $10.8M 0.54% -671 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 145,852 $10.6M 0.23% -1,413 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 146,362 $10.4M 3.96% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 145,640 $10.4M 0.25% +682 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 141,728 $10.1M 0.16% +6,570 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 141,659 $10.1M 2.22% -590 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 140,572 $10M 2.94% -6,722 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 136,430 $9.74M 1.01% +2,262 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 135,764 $9.69M 0.02% +4,607 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 135,745 $9.69M 1.39% -2,050 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 135,480 $9.67M 0.69% -2,978 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 131,971 $9.42M 0.05% -10,971 13F-HR/A Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 131,570 $9.39M 0.05% +1,765 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 131,551 $9.39M 3.16% +13,868 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 129,989 $9.28M 0.07% +2,288 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 129,969 $9.28M 2.19% +2,196 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 127,414 $9.09M 5.59% -3,028 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 126,586 $9.03M 0.22% +32,004 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 134,289 $9.03M 3.96% -270 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 124,509 $8.89M 0.28% +40,280 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 123,611 $8.82M 0.34% -9,296 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 122,647 $8.75M 1.63% -3,877 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 119,415 $8.7M 2.12% +2,240 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 121,817 $8.69M 0.03% +26,030 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 121,739 $8.69M 0.02% -49,418 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 120,738 $8.62M 0.65% -193 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 118,682 $8.57M 0.32% +27,236 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 119,201 $8.51M 0.13% +92,805 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 118,710 $8.47M 5.33% +419 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 118,479 $8.46M 0.17% -1,885 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 117,967 $8.42M 0.56% -8,377 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 116,759 $8.33M 0.99% +14,737 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 114,997 $8.21M 5.09% -5,850 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 114,858 $8.2M 0.36% +14,537 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 114,297 $8.16M 0.85% +865 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 110,015 $8.06M 4.97% +3,411 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 112,393 $8.02M 0.61% -1,519 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 112,256 $8.01M 0.04% -15,596 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 112,027 $8M 0.29% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 111,810 $7.98M 0.09% +13,481 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 111,246 $7.94M 1.12% -1,548 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 110,797 $7.91M 0.1% +415 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 110,136 $7.86M 0.02% +14,536 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 109,757 $7.83M 0.07% -176,643 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 108,835 $7.77M 0.63% -3,780 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 108,589 $7.75M 2.01% -4,227 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 108,296 $7.73M 0.53% +434 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 108,035 $7.71M +2,252 Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 107,116 $7.64M 5.49% +10,469 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 106,409 $7.59M 6.77% -7,590 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 105,424 $7.52M 0.96% +20 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 103,707 $7.4M 0.01% +5,968 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 103,616 $7.4M 0.06% -45,155 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 99,950 $7.32M 1.16% -1,587 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 100,955 $7.21M 4.2% -889 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 100,450 $7.17M 2.73% -554 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 100,167 $7.15M 3.46% +47,095 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 99,571 $7.11M 0.14% -333 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 102,498 $7.07M 0.26% +73,499 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 99,069 $7.07M 0.32% +16,965 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 100,452 $7.07M 1.73% +644 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 98,532 $7.03M 0.26% -26,188 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 98,272 $7.01M 0.22% -4,437 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 97,923 $6.99M 0.04% -4,724 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 95,935 $6.85M 0.28% new 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 95,508 $6.82M 6.59% +2,181 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 94,850 $6.77M 0.18% +2,544 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 94,589 $6.75M 2.31% +17,720 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 94,302 $6.73M 4.61% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 93,675 $6.69M 0.16% +1,747 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 93,569 $6.68M 2.46% -2,913 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 92,139 $6.63M 0.36% -4,948 13F-HR/A Timeline CacheTech Inc. More: the full row for CacheTech Inc. 92,723 $6.62M 1.33% -15,029 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 91,671 $6.54M 3.95% -4,202 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 91,549 $6.53M 0.27% -111 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 89,786 $6.41M 0.34% -947 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 89,512 $6.39M 1.37% -18,240 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 88,274 $6.3M 1.39% +5,088 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 87,396 $6.24M 0.08% +2,044 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 85,899 $6.13M <0.01% +5,805 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 85,104 $6.07M 1% +3,433 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 85,009 $6.07M 0.25% +19 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 84,395 $6.02M 2.87% +8,781 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 84,045 $6M 0.35% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 82,817 $5.91M <0.01% new 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 82,413 $5.88M 5.05% -215 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 82,047 $5.86M 0.79% +37,489 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 81,664 $5.83M 0.41% -3,328 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 81,054 $5.78M 4.13% -55,100 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 80,445 $5.74M 7.64% +1,134 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 79,576 $5.68M 0.08% -39,987 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 79,420 $5.67M 0.36% -527 13F-HR/A Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 79,248 $5.66M 0.48% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 79,049 $5.64M 0.03% +13,284 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 78,387 $5.59M 0.08% -8,422 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 77,935 $5.56M 0.54% -3 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 76,991 $5.49M 0.6% -565 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 76,747 $5.48M 0.91% +29,031 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 76,313 $5.45M 1.25% -7,156 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 76,123 $5.43M 0.45% +1,792 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 76,090 $5.43M 0.69% -2,745 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 75,789 $5.41M 3.54% -2,146 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 74,203 $5.3M 0.23% +41,299 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 74,151 $5.29M 3.8% +2,240 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 71,885 $5.13M 2.9% +1,247 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 71,743 $5.12M 0.21% +7,578 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 71,580 $5.11M 0.57% +4,469 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 71,336 $5.09M 0.27% +297 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 69,792 $5.02M 3.06% -1,521 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 70,234 $5.01M 2.63% +1,471 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 69,576 $4.97M <0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 68,691 $4.9M 0.1% +227 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 68,260 $4.87M 0.54% -197 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 68,206 $4.87M 1.11% +1,097 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 67,674 $4.83M 3.44% -806 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 67,647 $4.83M 0.56% +1,785 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 67,599 $4.82M 0.07% +9,212 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 66,260 $4.71M 0.05% +4,986 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 65,991 $4.71M 0.58% +45 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 65,787 $4.7M 0.42% +15,886 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 65,757 $4.69M 1.44% -2,571 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 65,576 $4.68M 0.05% -927 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 65,287 $4.66M <0.01% -11,599 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 65,040 $4.64M 0.73% +639 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 65,011 $4.64M 0.47% -26,831 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 64,887 $4.63M 0.06% -2,969 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 63,906 $4.56M 1.79% +3,151 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 63,711 $4.55M 2.29% -66 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 63,188 $4.51M 2.96% +405 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 63,056 $4.5M 0.5% -1,234 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 62,489 $4.46M 0.39% -1,867 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 61,926 $4.42M 0.38% -11,086 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 61,305 $4.38M 0.09% -336 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 60,842 $4.34M 0.01% -6 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 60,821 $4.34M 0.08% +1,095 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 60,352 $4.31M 0.05% +1,404 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 60,193 $4.3M 1.66% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 60,193 $4.3M 1.66% -1,474 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 60,011 $4.28M 0.99% -672 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 59,969 $4.28M 0.46% +1,469 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 59,419 $4.24M 3.02% -2,903 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 59,231 $4.23M 0.23% +489 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 59,006 $4.21M 0.17% -4 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 58,611 $4.18M 2.13% -109,238 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 58,245 $4.16M 2.76% -3,719 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 57,998 $4.14M 0.3% +5,133 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 57,786 $4.12M 0.24% -86,210 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 57,758 $4.12M 1.09% -18,814 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 57,283 $4.09M 0.22% +331 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 56,590 $4.04M 0.36% -525 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 56,251 $4.01M 3.56% +21,661 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 56,019 $4M 0.36% -320 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 55,705 $3.98M 0.56% -997 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 55,519 $3.96M 0.07% -4,570 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 55,415 $3.95M 0.05% +2,963 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 54,826 $3.91M 0.82% +23,552 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 54,572 $3.89M 2.45% -6,520 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 52,931 $3.78M 0.03% +685 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 52,890 $3.77M 3.05% -4,560 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,700 $3.76M 1.67% +154 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 52,364 $3.74M 0.85% +81 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 52,336 $3.74M 9.05% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 52,156 $3.72M 1.12% +91 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 52,108 $3.72M 1.57% +4,608 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 52,086 $3.72M 2.09% -500 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 52,029 $3.71M 0.13% -393 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 51,918 $3.71M 0.8% +1,082 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 51,710 $3.69M 0.19% +573 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 51,556 $3.68M 1.62% +582 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 51,472 $3.67M 0.08% -65,067 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 51,396 $3.67M 0.43% -63 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,117 $3.65M 0.21% +13 13F-HR Timeline