JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 214,457 $16.1M 0.44% -6,158 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 212,817 $16M 12.6% +10,466 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 212,526 $16M 0.35% +17,013 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 212,296 $15.9M 0.06% -16,459 13F-HR/A Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 211,226 $15.9M 3.19% -8,992 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 210,246 $15.8M 13.56% -32,790 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 210,158 $15.8M 0.09% +5,876 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 208,402 $15.7M 0.68% +15,387 13F-HR Timeline Financial Solutions Advisory Group, Inc. 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More: the full row for Astoria Strategic Wealth, Inc. 201,616 $15.1M 3.84% -5,274 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 200,407 $15.1M 0.03% +57,668 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 200,400 $15.1M 6.07% +4,476 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 189,589 $15M 0.48% +95,643 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 199,451 $15M 0.33% +15,604 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 197,018 $14.8M 0.14% -50,579 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 196,053 $14.7M 0.29% -948 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 195,603 $14.7M 0.35% -2,385 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 194,556 $14.6M 3.47% -8,738 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 194,479 $14.6M 0.08% -3,851 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 198,873 $14.5M -6,220 Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 192,979 $14.5M 5.87% -50 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 192,702 $14.5M 0.21% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 192,211 $14.4M 0.02% +41,029 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 190,265 $14.3M 8.32% -2,859 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 182,629 $13.7M 3.18% +50,678 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 182,408 $13.7M 8.76% +13,037 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 179,196 $13.5M 0.08% -21,241 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 178,938 $13.4M 0.14% -2,360 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 173,767 $13M 3.58% +13,615 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 171,305 $12.9M 2.83% +4,599 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 169,766 $12.7M 1.49% +4,901 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 168,290 $12.6M +3,214 Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 168,204 $12.6M 0.23% +5,647 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 155,390 $12.5M 1.71% -14,545 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 161,483 $12.1M 8.1% -2,026 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 161,358 $12.1M 3.94% +11,546 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 159,024 $12.1M 0.02% -71,776 13F-HR Timeline Group Ifrah Financial Services, Inc. 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More: the full row for Financial Management Professionals, Inc. 129,012 $9.69M 1.09% -767 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 128,474 $9.65M 0.68% +436 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 128,257 $9.63M 0.21% +1,514 13F-HR/A Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 128,205 $9.63M 0.95% +9,203 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 127,128 $9.55M 0.65% -4,991 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 124,070 $9.32M 0.05% +6,041 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 122,649 $9.21M 0.05% +23,616 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 119,269 $8.96M 1.15% -3,622 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 118,749 $8.92M 5.3% +679 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 116,912 $8.78M 0.16% +1,189 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 114,712 $8.62M 1.08% -1,462 13F-HR Timeline LAM GROUP, INC. 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More: the full row for Archvest Wealth Advisors, Inc. 97,926 $7.35M 4.74% -8,531 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 97,606 $7.33M 0.23% -819 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 97,316 $7.31M 3.83% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 97,224 $7.3M 0.22% -2,475 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 95,328 $7.16M 0.16% +11,183 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 95,235 $7.15M 0.69% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 94,267 $7.08M 3.09% -13 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 94,192 $7.07M 2.63% +670 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 94,136 $7.07M 4.23% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 93,753 $7.04M 0.32% -5,335 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 93,360 $7.01M 2.77% -14,001 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 91,494 $6.96M 0.12% -6,120 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 92,185 $6.92M <0.01% +3,134 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 92,086 $6.92M 0.14% -2,725 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 91,941 $6.9M 0.3% +450 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 91,430 $6.87M 4.8% +4,600 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 93,497 $6.8M 1.03% +29,573 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 90,544 $6.8M 5.24% new 13F-HR Timeline TD Waterhouse Canada Inc. 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More: the full row for Watershed Asset Management, L.L.C. 75,739 $5.69M 5.89% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 75,733 $5.69M 0.62% +4,236 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 75,722 $5.69M 0.06% +14,214 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 75,451 $5.67M 0.43% +4,402 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for McKinley Carter Wealth Services, Inc. 70,956 $5.33M 0.31% -11,517 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 70,891 $5.32M 3.46% -4,142 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 69,569 $5.22M 0.69% +3,849 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 69,468 $5.22M 0.24% +15,351 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 68,483 $5.14M 0.13% +53,880 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 68,459 $5.14M 3.06% +275 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 68,309 $5.13M 0.07% +218 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 67,828 $5.09M 3.1% +637 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 67,749 $5.09M 0.53% -303 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 67,440 $5.07M 1.88% +9,587 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 67,139 $5.04M 0.06% +5,494 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 67,118 $5.04M 2.59% -5,058 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 66,552 $5M 0.53% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 66,248 $4.98M 0.22% +60,541 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 66,174 $4.97M 0.28% +3,564 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 66,097 $4.96M 2.07% -280 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 65,953 $4.95M 0.75% -38 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 65,890 $4.95M 2.04% +4,100 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 65,461 $4.92M 0.09% -2,100 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 64,992 $4.88M 0.64% -3,467 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 64,952 $4.88M 0.37% +6,982 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 64,355 $4.83M 0.35% +5,380 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 63,873 $4.8M 4.19% +2,866 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 63,691 $4.78M 0.95% -9,205 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 63,562 $4.77M 0.61% -11,348 13F-HR/A Timeline TIAA group of 3 filers holding More: the full row for TIAA 63,440 $4.76M +2,996 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 63,156 $4.74M 0.06% -818 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 63,036 $4.73M 1.71% -2,721 13F-HR Timeline Group Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 62,172 $4.67M 4.08% -8,868 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 57,705 $4.64M 6.97% 0 13F-HR Timeline