Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 140,674 $8.44M 0.02% -10,579 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 139,639 $8.38M 4.3% +15,842 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 139,348 $8.37M 0.04% +10,045 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 138,377 $8.31M 5.55% +32,387 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 136,338 $8.18M 1.75% -8,286 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 136,149 $8.17M 2.12% +14,085 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 135,767 $8.15M 0.05% -85 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 135,184 $8.12M 5.49% +40,672 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 125,447 $7.53M 0.92% +9,890 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 125,082 $7.51M 0.43% +31,123 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 123,920 $7.44M 0.8% +2,725 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 123,369 $7.41M 0.01% +13,199 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 120,504 $7.23M 1.79% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 120,176 $7.21M 3.53% +1,019 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 119,436 $7.17M 5.37% -9,456 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 118,584 $7.12M 1.8% +25,953 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 114,659 $6.88M 0.01% +53,619 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 114,289 $6.88M 4.03% +15,248 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 114,564 $6.88M 1.55% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 112,445 $6.73M 0.1% +11,042 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 111,899 $6.72M 0.03% +10,710 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 111,216 $6.68M 3.14% -55,250 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 108,877 $6.54M 0.02% -3,120 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 108,106 $6.49M 0.42% +9,995 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 107,340 $6.44M 0.27% +7,373 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 107,138 $6.43M 3.61% +7,292 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 106,573 $6.4M 0.12% -1,043 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 105,291 $6.32M 1.83% -125,508 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 104,754 $6.29M 1.94% -463 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 104,695 $6.28M 2.43% +4,372 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 103,973 $6.27M 4.61% +1,335 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 101,318 $6.08M 3.74% -1,543 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 100,916 $6.06M 0.41% +1,285 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 100,622 $6.04M 1.43% +1,637 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 100,492 $6.03M 1.26% +5,490 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100,274 $6.02M 3.55% -8,610 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 99,268 $6.01M 0.13% -30,814 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 99,406 $5.97M 0.12% -5,164 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 94,051 $5.65M 0.06% -2,304 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 92,223 $5.54M 0.2% -5,657,980 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 89,124 $5.35M 4.85% +1,070 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 87,197 $5.23M 0.09% +3,388 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 87,103 $5.23M 0.77% +1,695 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 87,048 $5.23M 1.89% +541 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 86,217 $5.18M 0.19% +6,989 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,911 $5.16M <0.01% +6,021 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 85,380 $5.13M 1.08% +20 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 84,948 $5.1M 0.09% +17,388 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 83,375 $5.01M <0.01% +45,918 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 83,271 $5M 1.94% -9,370 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 83,235 $5M 0.23% -18,949 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 82,534 $4.95M 0.11% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 82,401 $4.95M 0.11% +22,400 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 81,490 $4.89M 2.06% +2,989 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 79,953 $4.8M 0.33% +1,226 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 79,083 $4.75M 0.95% -2,441 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 78,335 $4.71M 0.65% +8,659 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 76,604 $4.6M 3.26% +12,841 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 76,203 $4.57M 0.05% -1,243 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 75,335 $4.52M 0.03% -16,627 13F-HR/A Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 74,703 $4.48M 0.7% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 74,865 $4.45M 0.37% -1,749 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 73,302 $4.4M 0.48% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 73,208 $4.38M 0.22% +9,650 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 72,091 $4.36M 0.32% +14,421 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 72,491 $4.35M 1.42% +501 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 72,446 $4.35M 0.06% +68,159 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 72,334 $4.34M 0.1% -1,675 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 71,709 $4.3M 0.25% -10,882 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 71,443 $4.29M 0.28% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 71,225 $4.28M 3.39% +1,305 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 71,087 $4.26M 0.33% +8,309 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 70,762 $4.25M 2.33% +9,560 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 70,591 $4.24M 0.01% -6,700 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 70,180 $4.21M 0.11% +13,159 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 70,002 $4.2M <0.01% -6,478 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 69,141 $4.15M 1.31% +36,668 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 69,117 $4.15M <0.01% +10,606 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 69,010 $4.14M 1.43% -39,694 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 68,971 $4.14M 0.22% -4,767 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 68,224 $4.1M 2.08% +14,012 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 68,022 $4.08M 0.15% -4,175 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 67,672 $4.06M 3.15% -449 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 67,643 $4.06M 0.68% +1,515 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 66,782 $4.01M 0.23% -76,116 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 66,818 $4.01M 0.15% -344 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 65,408 $3.93M 0.32% +26,048 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65,299 $3.92M 0.09% +6,243 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 64,966 $3.9M 0.24% +1,366 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 64,601 $3.88M 1.84% +5,116 13F-HR Timeline CROBAN More: the full row for CROBAN 64,024 $3.84M 2.56% +21,388 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 63,921 $3.84M 0.19% +52,996 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 63,779 $3.83M 0.01% +52,734 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 63,095 $3.79M 0.01% -2,737 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 63,060 $3.79M 2.83% +9,200 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 63,034 $3.78M 1.01% -3,193 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 62,753 $3.77M <0.01% +59,814 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 62,582 $3.76M 0.78% -4,920 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 61,977 $3.72M 1.56% +2,019 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 61,888 $3.72M 1.37% -890 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 61,625 $3.7M 0.71% -1,550 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 61,484 $3.69M 0.02% +11,664 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 61,207 $3.66M 0.97% +21,917 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 60,884 $3.65M 0.15% +1,927 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 60,418 $3.63M 0.49% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 60,252 $3.62M 0.11% +10,779 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 59,915 $3.6M 2.77% +9,640 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 59,923 $3.59M -8,091 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 59,436 $3.57M 0.03% -15,298 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 59,142 $3.55M 0.58% +14,284 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 59,120 $3.55M 0.08% +1,005 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 59,000 $3.54M 1.34% -49,282 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 58,791 $3.53M 0.18% +13,391 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 57,568 $3.46M 1.15% -4,551 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 57,205 $3.43M 1.3% -1,428 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 56,928 $3.42M 0.01% +9,084 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 56,528 $3.38M 1.78% +2,524 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 56,497 $3.38M 1.17% +866 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 55,717 $3.34M 0.7% 0 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 54,954 $3.3M 0.22% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 52,927 $3.18M 0.01% +3,050 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,872 $3.17M <0.01% -88,159 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 52,570 $3.16M 0.47% +2,924 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 52,563 $3.16M 0.05% +37,170 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 52,300 $3.14M 0.34% -3,767 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 52,187 $3.13M 0.1% +1,249 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 52,110 $3.13M 0.04% +722 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 52,023 $3.12M 2.06% -36,081 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 51,920 $3.12M 1.46% -1,535 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 51,703 $3.1M 2.51% -2,813 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 51,606 $3.1M 0.08% -1,469 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 51,507 $3.09M 0.28% +2,069 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 51,033 $3.06M 0.02% +4,038 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 50,813 $3.05M 0.23% +722 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 50,576 $3.04M 0.03% +4,826 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 50,420 $3.03M 0.05% 0 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 49,644 $2.98M 0.29% -40,971 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 49,621 $2.98M 1.64% -17,508 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 48,435 $2.91M 0.08% +2,752 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 48,052 $2.88M 1.66% +4,696 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 47,609 $2.86M 1.37% -376 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 46,945 $2.84M 1% +2,275 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 46,229 $2.78M 0.04% +15,314 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 45,365 $2.72M 2.24% +2,315 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 44,700 $2.68M 0.34% 0 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,550 $2.67M 0.01% +24,335 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 44,280 $2.66M 0.49% +3,721 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 43,319 $2.6M 0.33% -1,667 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 43,292 $2.6M 0.45% +1,931 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 42,493 $2.55M 1.14% +1,470 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 42,382 $2.54M 0.1% +20,094 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 41,790 $2.51M 0.37% +2,650 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 41,347 $2.48M 0.11% +3,229 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 40,769 $2.45M 0.63% +525 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 40,743 $2.45M 0.01% +2,909 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 40,655 $2.44M 0.59% -718 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 39,000 $2.34M 0.13% +1,415 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 38,779 $2.33M 0.6% -2,132 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 38,480 $2.31M 0.72% +7,300 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 38,315 $2.3M 0.52% +9,274 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 38,252 $2.3M 0.74% +13,231 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 38,049 $2.28M 0.17% +5,002 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 37,906 $2.28M 0.86% +3,652 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 37,532 $2.25M <0.01% +566 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,360 $2.24M <0.01% +6,421 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 36,235 $2.18M 0.64% +6,129 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 36,216 $2.17M 0.03% +1,411 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 35,843 $2.15M 1.7% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 35,706 $2.14M 0.83% -434 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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