JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 220,615 $16.2M 0.46% -2,617 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 220,218 $16.2M 3.69% +3,901 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 203,294 $15.8M 3.69% -5,398 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 208,816 $15.4M 2.47% +2,686 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 206,890 $15.2M 3.83% -9,010 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 205,093 $15.1M +190,930 Timeline MAI Capital Management More: the full row for MAI Capital Management 204,282 $15M 0.09% +4,404 13F-HR Timeline John S. & James L. Knight Foundation, I… More: the full row for John S. & James L. Knight Foundation, Inc. 202,601 $14.9M 11.37% 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 202,351 $14.9M 12.92% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 201,160 $14.8M 0.17% +21,585 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 200,437 $14.7M 0.09% +5,045 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 198,330 $14.6M 0.08% +66,359 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 197,988 $14.6M 0.33% -14,132 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 197,001 $14.5M 0.27% -8,179 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 195,924 $14.4M 5.88% -7,858 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 195,513 $14.4M 0.26% +31,748 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 194,447 $14.3M 0.06% +7,398 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 193,124 $14.2M 8.22% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 193,049 $14.2M 0.46% +8,752 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 193,029 $14.2M 6.11% -3,800 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 193,015 $14.2M 0.59% +12,453 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 192,702 $14.2M 0.22% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 187,628 $13.8M 0.02% new 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 183,847 $13.5M 0.32% +2,566 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 181,298 $13.3M 0.14% -1,596 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 181,243 $13.3M +165,605 Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 166,706 $12.7M 2.85% -9,917 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 169,935 $12.5M 2.4% +2,217 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 169,371 $12.5M 8.63% +6,942 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 166,219 $12.2M 3.14% -4,680 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 165,076 $12.1M +57,041 Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 164,865 $12.1M 1.31% +11,115 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 163,509 $12M 7.47% +41 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 162,557 $12M 0.21% +2,271 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 160,619 $11.8M 0.34% +208 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 160,152 $11.8M 3.42% +8,094 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 158,059 $11.6M 8.76% 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 154,702 $11.4M 3.42% +523 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 154,062 $11.3M 0.13% +42,252 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 147,403 $11.2M 0.23% +1,551 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 151,182 $11.1M 0.02% +29,443 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 149,812 $11M 3.65% +18,261 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 149,560 $11M 0.58% -2,579 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 149,298 $11M 0.08% 13F-HR/A Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 148,471 $10.9M 0.53% -2,254 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 146,362 $10.8M 3.78% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 143,360 $10.5M 2.96% +2,788 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 142,739 $10.5M 0.02% +32,603 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 141,377 $10.4M 2.2% -282 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 141,187 $10.4M 0.05% +9,617 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 139,998 $10.3M 0.81% +31,163 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 139,652 $10.3M 9.64% 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 139,255 $10.2M 1.46% +3,510 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 138,188 $10.2M 0.15% -3,540 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 138,069 $10.2M 0.11% +18,868 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 137,836 $10.1M 0.07% +7,847 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 137,482 $10.1M 0.02% +1,718 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 136,398 $10M 1.73% +13,751 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 136,295 $10M 0.42% +21,437 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 135,244 $9.95M 0.3% +10,735 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 132,119 $9.72M 0.67% -3,361 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 131,951 $9.71M 2.29% +1,982 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 133,831 $9.63M 3.52% -458 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 129,779 $9.55M 0.98% -6,651 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 128,038 $9.42M 0.7% +7,300 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 127,849 $9.4M 1.05% +11,090 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 127,211 $9.36M 0.36% +3,600 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 126,743 $9.32M 0.34% +157 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 122,107 $9.31M 2.09% +2,692 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 126,465 $9.3M 0.01% -78,564 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 125,152 $9.21M 0.05% +46,103 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 122,891 $9.04M 1.05% +45,900 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 121,875 $8.97M 0.18% +85,711 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 119,002 $8.75M 0.88% +4,705 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 118,070 $8.69M 5.36% -640 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 118,029 $8.68M 0.05% +5,773 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 116,406 $8.56M 0.65% -52,080 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 116,400 $8.56M 0.06% +12,784 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 116,174 $8.55M 1.1% +4,928 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 116,054 $8.54M 0.55% -1,913 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 115,723 $8.51M 0.15% -2,756 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 114,192 $8.4M 4.81% -805 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 112,219 $8.25M 0.61% -174 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 112,028 $8.24M 0.31% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 110,812 $8.15M 0.1% +15 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 109,380 $8.05M 5.43% +2,264 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 107,908 $7.94M 0.01% +4,201 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 107,361 $7.9M 1.98% -1,228 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 106,832 $7.86M 0.52% -1,464 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 106,457 $7.83M 5% +48 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 105,434 $7.76M 0.89% +10 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 105,390 $7.75M 4.76% -4,625 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 104,761 $7.71M 0.11% +26,374 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 102,824 $7.56M 2.81% +2,374 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 102,201 $7.52M 0.36% +6,266 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 100,526 $7.39M 7.1% +5,018 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 100,487 $7.39M 1.74% +35 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 100,413 $7.39M 4.31% -542 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 99,705 $7.33M <0.01% +80,204 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 99,699 $7.33M 0.22% +1,427 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 99,521 $7.32M 1.15% -429 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 99,088 $7.29M 0.32% +19 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 99,033 $7.28M 0.04% +1,110 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 98,635 $7.26M 2.42% +4,046 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 98,425 $7.24M 0.26% -107 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 97,614 $7.18M 0.13% -1,957 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 93,946 $7.08M 0.25% -24,736 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 96,156 $7.07M 1.53% +7,882 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 94,930 $6.98M 0.12% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 94,811 $6.97M 0.16% -39 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 94,280 $6.94M 2.99% +9,885 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 94,136 $6.92M 3.93% +2,465 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 93,522 $6.88M 2.49% -47 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 93,449 $6.87M 3.7% -33,965 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 92,640 $6.81M 0.08% +5,244 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 90,451 $6.8M 0.38% -1,688 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 90,213 $6.79M 5.33% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 91,491 $6.73M 0.27% -58 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 91,427 $6.73M 1.25% -1,296 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 89,914 $6.61M 1.07% +4,810 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 89,380 $6.57M 2.61% +25,474 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 89,051 $6.55M <0.01% +3,152 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 87,183 $6.41M 1.37% -2,329 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 86,830 $6.39M 4.5% -7,472 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 85,806 $6.31M 0.08% +6,230 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 85,094 $6.26M 0.28% +85 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 84,145 $6.19M 0.13% -9,530 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 84,081 $6.18M 0.8% +2,034 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 83,740 $6.16M 0.33% -305 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 82,805 $6.09M 5.19% +392 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 82,473 $6.07M 0.34% -7,313 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 81,621 $6M 0.37% +2,201 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 80,817 $5.94M 6.63% +372 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 80,177 $5.9M 0.57% +15,166 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 80,079 $5.89M <0.01% +14,792 13F-HR/A Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 72,878 $5.74M 0.1% +4,187 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 77,878 $5.73M 4.46% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 77,758 $5.72M 0.54% -177 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 76,605 $5.64M <0.01% -95,722 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 76,610 $5.63M 0.07% +11,723 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 76,143 $5.6M 0.44% +20 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 76,032 $5.59M 3.93% +1,881 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 75,739 $5.57M 5.2% 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 75,033 $5.52M 3.52% -756 13F-HR/A Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 74,954 $5.51M 0.22% +3,211 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 74,910 $5.51M 0.65% -1,180 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 74,223 $5.46M 0.85% -2,524 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 74,146 $5.45M 3.06% -174,569 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 72,896 $5.36M 1.13% -3,417 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 72,392 $5.33M 0.05% +6,132 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 72,176 $5.31M 2.83% +291 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 72,152 $5.31M 3.32% -8,902 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 71,738 $5.28M 3.47% +8,550 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 71,497 $5.26M 0.55% -83 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 71,049 $5.23M 0.41% +5,262 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 71,040 $5.23M 4.49% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 70,718 $5.2M 1.17% +2,512 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 70,700 $5.2M 0.26% -636 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 70,033 $5.15M 0.02% +25,544 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 68,693 $5.05M 0.02% +18,647 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 68,459 $5.04M 0.62% +812 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 68,184 $5.02M 3.29% +510 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 68,091 $5.01M 0.07% +492 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 68,052 $5.01M 0.53% -208 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 67,561 $4.97M 0.09% +6,256 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 67,191 $4.94M 2.99% -2,601 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 67,074 $4.93M 0.61% -12,174 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 66,552 $4.9M 0.53% +3,496 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 66,377 $4.88M 2.36% -3,857 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 65,991 $4.85M 0.61% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 65,757 $4.84M 1.75% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 65,720 $4.83M 0.68% +680 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 64,925 $4.78M 0.33% +6,927 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 63,924 $4.77M 0.74% +60,857 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 64,262 $4.73M 0.08% +12,790 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 63,974 $4.71M 0.05% -1,602 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 63,586 $4.68M 2.34% -125 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 62,686 $4.61M 1.97% +20,090 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 62,610 $4.61M 0.27% +4,824 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 61,790 $4.55M 1.92% +10,234 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 61,645 $4.53M 0.05% +1,293 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,508 $4.52M 0.05% +31,238 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 61,405 $4.52M 0.09% +35,040 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 61,007 $4.49M 3.89% +4,756 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 60,867 $4.48M 0.39% -1,622 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 60,515 $4.45M 0.24% +1,284 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 60,444 $4.45M 0.01% -398 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 60,423 $4.44M 0.08% -398 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 60,350 $4.44M 0.42% +381 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 59,952 $4.41M 1.6% -241 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 59,419 $4.37M 2.83% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 58,975 $4.34M 0.35% -2,951 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 58,947 $4.34M 0.04% -50,810 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 58,418 $4.3M 0.06% +3,003 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 57,227 $4.27M 1.62% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 57,970 $4.26M 0.32% +8,039 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 57,853 $4.26M 1.69% +5,745 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 57,705 $4.24M 8.19% +5,369 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 57,636 $4.24M 2.14% -42,531 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 57,430 $4.22M 0.38% +840 13F-HR Timeline