WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 108,862 $10.5M 0.88% +30,925 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 108,533 $10.5M 0.12% +23,943 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 108,437 $10.5M 0.16% +1,910 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 108,242 $10.4M 0.01% -4,028 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 107,825 $10.4M 0.31% +1,220 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 107,370 $10.4M 1.87% -133,263 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 107,222 $10.3M 0.66% -1,636 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 107,210 $10.3M 2.28% 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 107,090 $10.3M 3.38% +1,601 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 105,517 $10.2M 0.81% -42,928 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 105,100 $10.1M 0.02% -77,790 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 104,079 $10M 0.1% +4,831 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 103,610 $9.99M 0.05% -9,010 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 103,000 $9.93M 0.11% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 102,779 $9.91M 0.14% +11,287 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 102,381 $9.87M 0.31% -6,252 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 101,806 $9.82M 1.16% +1,206 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 101,570 $9.79M 1.85% +69 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 100,455 $9.69M 4.01% -1,448 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 99,833 $9.63M 0.03% +2,457 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 99,373 $9.58M 1.79% +13,945 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 99,002 $9.55M 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 98,701 $9.52M 0.06% +2,981 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 98,520 $9.5M 4.11% +5,387 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 97,711 $9.42M 0.18% +434 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 95,612 $9.22M 3.55% +940 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95,604 $9.22M 1.72% -1,795 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 95,452 $9.2M <0.01% -8,164 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 94,533 $9.12M 0.13% 0 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 94,190 $9.08M 4.28% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 93,823 $9.05M 0.11% +8,544 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 91,736 $9M 6.07% +64,900 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 90,487 $8.93M <0.01% +27,544 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 92,135 $8.88M 0.14% -5,752 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 91,867 $8.86M <0.01% +42,182 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 90,075 $8.69M 1.49% +5,346 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 89,724 $8.65M 0.06% -1,245 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 89,500 $8.63M 4.87% +5,780 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 89,198 $8.6M 0.09% -84,919 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 89,094 $8.59M <0.01% +17,784 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 89,025 $8.58M 0.1% -286,719 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 88,993 $8.58M 0.47% -3,171 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 88,379 $8.52M 0.19% +5,929 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 86,124 $8.45M 0.02% -27,510 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 87,314 $8.42M 0.04% -36,972 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 86,581 $8.35M 0.17% -5,406 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 86,280 $8.32M 1.36% +1,310 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 86,197 $8.31M 2.47% -2,053 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 85,799 $8.27M 3% +3,674 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 83,481 $8.26M 5.34% +832 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 84,968 $8.19M 0.22% +49,274 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 84,755 $8.17M 1% -3,684 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 84,748 $8.17M 0.96% +4,038 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 84,499 $8.15M 6.85% -1,480 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 84,422 $8.14M 0.24% +139 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 84,289 $8.13M 0.57% +805 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 84,205 $8.12M 0.14% +1,053 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 84,031 $8.1M 2.68% -201 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 83,601 $8.06M 1.84% -1,944 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 83,062 $8.01M 4.89% +1,520 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 83,058 $8.01M 3.16% +774 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 82,417 $7.95M 0.01% +1,276 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 82,063 $7.91M 0.02% +2,712 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 82,017 $7.91M 1.35% -373 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 81,206 $7.83M 0.51% +864 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 81,166 $7.83M 0.29% -5,085 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 80,451 $7.76M 2.95% +4,610 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 80,391 $7.75M <0.01% +18,791 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 79,918 $7.71M 6.34% -1,362 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 79,763 $7.69M 4.24% +79,763 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 77,523 $7.48M 1.84% -1,015 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 77,202 $7.44M 0.39% +2,419 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 75,666 $7.3M 0.38% +3,503 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 74,680 $7.2M 0.05% +8,574 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 72,915 $7.03M 0.07% +2,678 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 72,802 $7.02M 0.03% +6,985 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 72,791 $7.02M +8,218 Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 72,654 $7.01M 0.45% +7,286 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 72,104 $6.95M 2.97% +7,341 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 71,809 $6.92M 2.47% -4,305 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 71,580 $6.9M 1.46% +231 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 71,525 $6.9M 1.09% +17,844 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 71,310 $6.88M 0.25% +47,295 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 71,291 $6.87M 0.18% +4,278 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 71,281 $6.87M 1.49% +2,425 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 71,064 $6.86M 3.48% +2,211 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 70,972 $6.84M 3.05% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 70,572 $6.81M 0.44% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 70,347 $6.78M 0.08% -2,160 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 70,147 $6.76M 1.28% +11,783 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 70,071 $6.76M 3.33% +1,455 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 70,043 $6.75M 0.04% +23,945 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 69,923 $6.74M 1.68% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 69,875 $6.74M 1.08% +3,486 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 69,791 $6.73M 0.79% -1,434 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 69,532 $6.7M 0.22% -6,011,728 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 69,198 $6.67M 0.02% +10,952 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 68,560 $6.61M 1.01% +3,259 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 68,516 $6.61M 0.01% -46,040 13F-HR Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 68,428 $6.6M 2.2% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 68,134 $6.57M 0.99% +10,556 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 67,920 $6.55M 0.03% +41,171 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 66,024 $6.37M 0.37% -196 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 65,448 $6.31M 0.83% +348 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 65,284 $6.3M 2.15% -16,320 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 65,210 $6.29M 1.4% -435 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 65,096 $6.28M 1.45% +5,370 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 65,045 $6.27M <0.01% -28,557 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 65,019 $6.27M 0.1% +15,346 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 65,026 $6.27M 2.32% +107 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 64,350 $6.21M 1.03% +4,372 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 63,976 $6.17M 1.1% +28,286 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 61,200 $6.15M +33,459 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 63,575 $6.13M 0.12% -40 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 63,343 $6.11M 2.91% -312 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 62,402 $6.02M 0.04% -3,005 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 61,925 $5.97M 0.3% -1,434 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 61,792 $5.96M 3.94% -465 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 61,419 $5.92M 2.57% +386 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 61,327 $5.91M 1.5% +5,191 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 61,102 $5.89M 0.07% -39,886 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 60,258 $5.86M 0.06% +2,938 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 60,656 $5.85M 0.06% -682 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 59,658 $5.75M 0.42% -21,954 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 59,074 $5.72M 1.28% +1,402 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 58,758 $5.67M 0.41% +38 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 58,703 $5.66M 1.07% +10,266 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 58,476 $5.64M 0.02% -6,632 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 57,936 $5.59M 3.5% +4,498 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 57,870 $5.58M 0.1% +9,544 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 57,804 $5.57M 4.99% +35 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 57,680 $5.56M 2.45% +4,690 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 57,654 $5.56M 0.24% -635 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 57,550 $5.55M 1.62% -8,049 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 57,533 $5.55M 2.29% +623 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 57,079 $5.5M 0.02% +4,712 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 56,268 $5.43M 1.8% +178 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 56,244 $5.42M 0.45% +2,238 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 56,240 $5.42M 2% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 55,444 $5.35M 1.32% +1,303 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 55,342 $5.34M <0.01% -587 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 55,163 $5.32M 0.06% -1,790 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 55,027 $5.31M 0.07% -9,138 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 54,885 $5.29M 0.06% +13,190 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 53,541 $5.28M 0.11% +718 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 54,571 $5.26M 0.99% +344 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 54,317 $5.24M 0.65% -5,046 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 54,065 $5.21M 3.14% +651 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 54,019 $5.21M 0.72% -17,201 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 53,782 $5.19M 0.96% +489 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 53,417 $5.15M 0.28% -155,831 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 53,345 $5.14M 0.45% +3,784 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 53,333 $5.14M 0.35% +3,719 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 52,980 $5.11M 1.62% -1,818 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 52,860 $5.1M 0.01% +12,265 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 56,540 $5.1M 0.08% -3,138 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 52,639 $5.08M 0.31% +454 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 52,639 $5.08M 0.42% +454 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 52,025 $5.02M 1.16% +3,018 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 51,718 $4.99M 1.05% +6,630 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 51,627 $4.98M 0.29% +7,138 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 51,489 $4.97M 1.12% +859 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 51,483 $4.96M -386 Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 51,277 $4.94M 1.41% +343 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 50,870 $4.91M 0.02% +32,205 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 49,818 $4.8M 0.22% +8,460 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 49,241 $4.75M 2.07% -948 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 49,089 $4.73M 0.04% +5,786 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 48,778 $4.7M 0.13% -3,311 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 48,451 $4.67M 0.26% +3,222 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 48,218 $4.65M -3,234 Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 48,160 $4.64M 0.23% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 48,043 $4.63M 0.6% -115 13F-HR/A Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 47,161 $4.63M 0.41% -9,328 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 47,789 $4.61M 0.14% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. 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