Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21,243 $1.52M 0.13% +1,094 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 21,236 $1.52M 0.1% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,211 $1.51M 0.11% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 21,077 $1.5M 0.19% +2,107 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 20,770 $1.48M 0.71% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 20,753 $1.48M 0.03% +15,106 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,715 $1.48M 0.08% +10,069 13F-HR Timeline Group Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 20,632 $1.47M 0.88% -77 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 20,631 $1.47M 0.1% +813 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 20,610 $1.47M 0.05% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,535 $1.47M 0.04% +10,184 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20,463 $1.46M 0.12% +360 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 20,340 $1.45M 0.1% -510 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,250 $1.45M -4,048 Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 20,082 $1.43M 0.98% -574 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,058 $1.43M 0.54% -6 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 20,024 $1.43M 0.18% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $1.43M 0.07% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 19,778 $1.41M 0.27% +7,170 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 19,631 $1.4M 1.13% +53 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,609 $1.4M 0.33% -975 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 19,570 $1.4M 1% -25 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 19,570 $1.4M 0.1% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 19,511 $1.39M 0.1% +555 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 19,501 $1.39M <0.01% +4,530 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,332 $1.38M 0.11% -363 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19,258 $1.37M 0.16% -1,641 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,247 $1.37M 0.04% +2 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 19,212 $1.37M 0.55% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 19,030 $1.36M 0.57% +4,054 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,982 $1.35M 0.05% -289 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,926 $1.35M 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,875 $1.35M 0.09% +3,159 13F-HR Timeline City State Bank More: the full row for City State Bank 18,851 $1.35M 0.39% -70 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,707 $1.34M 0.25% +138 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,707 $1.34M 0.07% -15,830 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,690 $1.33M 0.09% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 18,584 $1.33M 0.21% +12,711 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,554 $1.32M 0.89% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,998 $1.32M 0.03% -62 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,136 $1.29M 0.15% +87 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 18,085 $1.29M 0.24% -885 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17,857 $1.27M 0.09% +2,416 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 17,854 $1.27M 0.02% +531 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 17,829 $1.27M 0.11% +1,630 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,649 $1.26M 0.06% +2,004 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,621 $1.26M 0.09% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17,475 $1.25M 0.17% +326 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 17,420 $1.24M 0.05% 0 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 17,407 $1.24M 0.31% +2,083 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,392 $1.24M 0.08% -98 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 17,327 $1.24M 0.38% +2,767 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 17,328 $1.24M 0.14% -1,075 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,087 $1.22M 0.06% +83 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,059 $1.22M 0.16% +3,855 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 16,981 $1.21M 0.26% -1,542 13F-HR/A Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,969 $1.21M 0.06% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,863 $1.2M 0.04% -3,701 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 16,805 $1.2M 0.35% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 16,740 $1.19M 0.53% -1,556 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 16,689 $1.19M <0.01% -1,720 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 16,467 $1.18M +126 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,458 $1.17M 0.03% +1,199 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,435 $1.17M 0.02% +226 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,369 $1.17M 0.03% -1,817 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 16,368 $1.17M 0.71% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,361 $1.17M 0.07% +6,571 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 16,239 $1.16M 0.17% -752 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 16,205 $1.16M 0.55% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 16,131 $1.15M 0.08% -3,672 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 15,916 $1.14M 0.02% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15,817 $1.13M 0.5% +78 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 15,800 $1.13M 0.34% +281 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15,793 $1.13M 0.06% -1,702 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 15,762 $1.12M 0.12% +2,667 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 15,751 $1.12M 1.05% -1,317 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $1.12M 0.27% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,638 $1.12M 0.01% -150 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,626 $1.12M 0.02% -1,467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,625 $1.12M 0.7% -14 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,617 $1.11M 0.11% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 15,604 $1.11M 1.06% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,593 $1.11M 0.08% -249 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 15,571 $1.11M 0.13% +257 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 15,435 $1.1M 0.26% -104 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,400 $1.1M 0.09% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 15,399 $1.1M 0.89% -1,096 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,380 $1.1M 0.21% +76 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 15,304 $1.09M 0.57% -638 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,299 $1.09M 0.13% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,248 $1.09M 0.79% +3 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 15,244 $1.09M 0.7% -27 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,220 $1.09M 0.2% -294 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,203 $1.09M 0.63% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,175 $1.08M 0.02% +293 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,172 $1.08M 0.12% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $1.07M 0.8% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 14,949 $1.07M 0.57% -26,042 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 14,902 $1.06M 0.33% -185 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,777 $1.05M 0.06% +120 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,714 $1.05M 0.22% -448 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 14,583 $1.04M <0.01% -827 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,494 $1.03M 0.13% -3,363 13F-HR/A Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 14,485 $1.03M 0.76% +5 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,440 $1.03M 0.03% +384 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,369 $1.03M 0.02% +368 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,325 $1.02M 0.02% -1,537 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 14,303 $1.02M 0.1% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,261 $1.02M 0.01% +8,044 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,255 $1.02M 0.12% -80 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 14,225 $1.02M 0.22% +100 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,191 $1.01M <0.01% -791 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,172 $1.01M 0.32% +2,801 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14,171 $1.01M 0.06% +472 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 14,163 $1.01M +2,913 Timeline Davis Capital Management More: the full row for Davis Capital Management 14,083 $1.01M 0.7% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,052 $1M 0.07% +1 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,038 $1M 0.01% -7,437 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 14,020 $1M 0.06% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,930 $994K 0.17% +497 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,928 $994K 0.04% +2,688 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 13,909 $993K 0.17% +11,647 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,849 $988K 0.3% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,848 $988K 0.19% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,782 $984K <0.01% -29 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,599 $971K 0.06% -301 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,408 $957K 0.33% +268 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,334 $952K 0.08% -143 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 13,327 $951K 0.21% -18 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,110 $936K 0.14% -1 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 12,994 $927K 0.21% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 12,952 $924K 0.24% +2,010 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,788 $913K 0.03% +157 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,711 $907K 0.15% -59 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,688 $906K 0.04% -346 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,578 $898K 0.05% +430 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,586 $895K 0.09% -27 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 12,542 $895K 0.21% -164 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 12,534 $895K 0.08% -738 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,465 $890K 0.4% -841 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 6,239 $889K 1.48% +1,763 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,790 $886K <0.01% -526 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 11,844 $875K 0.53% -419 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,148 $867K 0.03% -545 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,031 $859K 0.15% -47 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 12,000 $856K 0.01% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,954 $853K 0.05% -248 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 11,939 $852K 0.53% -134 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,897 $849K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,841 $845K 0.04% +146 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,821 $844K 0.38% +11 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,820 $844K 0.32% 0 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 11,810 $843K 0.02% +4,368 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,736 $838K 0.55% +13 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,627 $830K 0.38% -2,652 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 11,397 $813K 0.02% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,377 $812K 0.02% -315 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11,595 $804K 0.09% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 11,223 $801K 0.07% -170 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11,135 $795K <0.01% 0 13F-HR/A Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 11,114 $793K 0.59% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,098 $792K 0.06% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 11,013 $786K 0.19% -471 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,966 $783K 0.43% +773 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,897 $778K 0.07% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,895 $778K 0.04% +6,920 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 10,870 $776K 0.19% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 10,736 $766K 0.62% -636 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,655 $760K 0.02% +62 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,651 $760K <0.01% +5,571 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 10,640 $759K 0.03% new 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 10,622 $758K 0.42% -138 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,617 $758K 0.02% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 10,523 $751K 0.04% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,495 $749K 0.13% -400 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,483 $748K 0.09% -26 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,478 $748K 0.01% +932 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,361 $739K 0.01% -1,174 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,223 $738K 0.05% +1,970 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 10,229 $736K 0.19% +43 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,259 $732K 0.34% +3,715 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,247 $731K 0.07% +42 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,234 $730K 0.01% +50 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 10,177 $726K 0.15% -68 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,177 $726K 0.04% new 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,155 $725K 0.06% +11 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,137 $723K 0.04% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,111 $722K 0.01% -8 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,088 $720K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,080 $719K 0.01% +5,130 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,030 $716K 0.4% -5,378 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,024 $715K 0.08% +45 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 9,888 $706K 0.39% new 13F-HR Timeline Wealth Dimensions Group, Ltd. 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