Security Financial Services, INC. More: the full row for Security Financial Services, INC. 26,600 $1.6M 0.26% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 26,528 $1.59M 0.01% +4,181 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 26,428 $1.59M 0.22% +93 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 26,402 $1.58M 0.86% +2,409 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 26,322 $1.58M 0.5% new 13F-HR/A Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 25,989 $1.56M 0.53% +20,555 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 25,974 $1.56M 2.09% -960 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 25,968 $1.56M 0.43% +9,928 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 25,253 $1.52M 0.24% -4,817 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 25,187 $1.51M 0.21% +3,738 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 25,028 $1.5M 0.05% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 24,922 $1.5M 0.05% +1,485 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,852 $1.49M 0.08% -26,982 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,551 $1.47M 0.06% -2,633 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,220 $1.46M 0.08% -75 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,149 $1.45M 0.02% +4,110 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 23,859 $1.43M 0.04% +69 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 23,809 $1.43M 0.72% +6,468 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 23,611 $1.42M 0.23% -834 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 23,076 $1.38M 0.02% +298 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,699 $1.36M 0.32% +194 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 22,655 $1.36M 0.7% +11,535 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 22,359 $1.34M 0.1% -4,308 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 22,318 $1.34M 0.13% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,287 $1.34M 0.03% -6,249 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,254 $1.34M 0.03% -831 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 22,080 $1.32M <0.01% +4,466 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 21,701 $1.3M 0.82% +879 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 21,497 $1.29M 0.42% +155 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 21,386 $1.28M 0.45% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 21,054 $1.26M 0.28% -148 13F-HR/A Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 20,965 $1.26M 0.57% +1,519 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,902 $1.25M 0.01% +3,459 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 20,353 $1.22M 0.81% +4,046 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 20,334 $1.22M 0.45% -69 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 20,064 $1.2M 0.8% -11,062 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 19,414 $1.17M 0.45% -7,617 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 18,809 $1.13M 0.01% new 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 18,293 $1.1M 1.77% +1,089 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,085 $1.09M 0.05% +5,337 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,969 $1.08M 0.03% +795 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 17,903 $1.07M 0.17% -302 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 17,829 $1.07M 0.08% -6,564 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,656 $1.06M 0.07% -379 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,649 $1.06M 0.03% +110 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 17,600 $1.06M 1.02% new 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 17,577 $1.06M 0.63% -7,998 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 17,440 $1.05M 0.28% +2,627 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 17,427 $1.05M 0.35% +137 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,155 $1.03M 1.02% -354 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,872 $1.01M 0.03% +136 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 16,802 $1.01M 0.03% 0 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 16,616 $997K 0.39% -754 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 16,428 $986K 0.87% +1,104 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 16,168 $971K 0.33% +2,594 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,160 $970K 0.07% +82 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 16,157 $970K 0.22% +1,676 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 15,737 $945K 0.18% -455 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,626 $938K <0.01% -6,127 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 15,396 $924K 0.3% +1,964 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15,355 $922K 0.29% +7,909 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,188 $912K 0.08% +1,498 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,936 $897K 0.01% -3,395 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,852 $892K 0.04% -9 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. 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More: the full row for Gibraltar Capital Management, Inc. 14,393 $864K 0.16% +3,674 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,270 $857K 0.01% -1,162 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 14,192 $852K 0.19% -5,957 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,102 $847K 0.02% -14,002 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 14,002 $841K 0.39% +25 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 13,987 $839K 0.01% +4,654 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,939 $837K 0.18% +804 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 13,939 $837K 0.38% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13,932 $836K 0.03% +9,675 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,866 $832K <0.01% -335 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,762 $826K <0.01% +38 13F-HR/A Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 13,671 $821K 0.33% +4,535 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,610 $817K 0.02% +67 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,391 $804K 0.02% +6,484 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,390 $804K 0.16% -590 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,381 $803K 0.03% -295 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,260 $801K 0.02% +309 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 13,317 $799K 0.52% +9,771 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,980 $779K 0.05% -356 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,656 $759K 0.02% -54 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,642 $759K 0.52% -50 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,565 $754K 0.02% +3,559 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,319 $740K <0.01% -3,073 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,186 $737K 0.02% +5,025 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,006 $721K 0.04% +5 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 11,930 $716K 0.5% +5,672 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,915 $715K 0.25% +1,066 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,905 $715K 0.44% +109 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,841 $711K 0.19% -1,458 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,574 $695K <0.01% -14,560 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 11,556 $694K 0.34% -164 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 11,493 $690K 0.27% +4,591 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 11,455 $688K 0.02% -49 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,447 $687K 0.01% -867 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,442 $687K 0.27% -1,196 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,408 $685K 0.4% +823 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,367 $682K 0.03% -1,145 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 11,196 $672K 0.04% +3,871 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 11,152 $669K 0.07% new 13F-HR/A Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 11,109 $667K 0.12% +4,145 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 11,090 $666K 0.4% -2,095 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,021 $662K 0.02% -531 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 10,916 $655K 0.32% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,859 $652K 0.03% -98 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,695 $642K 0.04% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,617 $637K 0.03% +1,442 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,606 $637K 0.05% -4,084 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,599 $636K 0.26% +845 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,413 $625K 0.01% +580 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,358 $622K 0.04% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,329 $620K 0.04% +1,536 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $606K 0.01% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 10,029 $602K 0.16% +450 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,930 $596K 0.11% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,867 $592K 0.03% -2,891 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,820 $589K 0.05% -1,044 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,754 $586K 0.01% +5,519 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,623 $578K 0.01% +70 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 313,032 $573K <0.01% +118,247 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,514 $571K 0.13% -1,152 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,404 $565K 0.02% +146 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,348 $561K 0.06% +1,550 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,207 $553K 0.09% new 13F-HR Timeline Trust Co More: the full row for Trust Co 9,150 $549K 0.06% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 9,103 $546K 0.33% -5,000 13F-HR/A Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,995 $540K 0.12% +671 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 8,830 $530K 0.04% -5,474 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 8,746 $525K 0.34% new 13F-HR Timeline American Trust More: the full row for American Trust 8,699 $522K 0.04% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 8,668 $520K -11,716 Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 8,542 $512K 0.16% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,410 $505K 0.01% +1,745 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,260 $496K 0.23% -8 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,189 $492K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,184 $491K 0.03% +8,079 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,181 $491K 0.11% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,139 $489K 0.08% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,082 $485K 0.38% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,025 $482K 0.22% +2,694 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,023 $482K 0.04% -6,700 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,997 $480K 0.37% +627 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,953 $477K 0.01% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 7,892 $474K 0.14% +874 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,667 $460K 0.17% -268 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,665 $460K 0.02% -1,133 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,644 $457K 0.04% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 7,526 $452K 0.02% -1,650 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 7,376 $443K 0.02% -934 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7,214 $433K 0.04% +3,193 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,203 $432K 0.13% +931 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,108 $427K 0.01% +83 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,105 $427K 0.1% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,095 $426K 0.02% -49 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,990 $423K 0.07% +2,754 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,000 $420K 0.26% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,923 $416K 0.29% +1,462 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,900 $414K 0.06% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,896 $414K 0.03% +6,645 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 6,802 $408K 0.33% +1,904 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 6,652 $399K 0.2% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,640 $399K 0.04% -91 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,571 $394K 0.02% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,448 $387K <0.01% +165 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,424 $386K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,410 $385K 0.04% -339 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,391 $384K 0.01% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,364 $382K 0.42% -731 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,321 $379K 0.02% +5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,262 $376K 0.03% +57 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,254 $375K 0.03% -10 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,235 $374K 0.01% -8 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 6,204 $372K 0.26% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,089 $366K 0.01% +272 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,073 $363K 0.05% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,904 $354K 0.03% -17 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,887 $353K 0.02% +35 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,859 $352K 0.13% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,742 $345K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,734 $344K 0.24% +401 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,726 $344K 0.01% -3,734 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,722 $343K 0.03% +292 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 5,713 $343K 0.04% -122 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,700 $342K 0.03% +153 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,683 $341K 0.01% -19 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,539 $333K 0.01% +25 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,531 $332K 0.01% +758 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,512 $331K <0.01% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,454 $327K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,420 $325K 0.03% +100 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,404 $324K 0.02% -50 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,400 $324K 0.19% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 5,374 $323K 0.06% +193 13F-HR Timeline