NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 107,874 $9.77M 0.06% +9,164 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 106,398 $9.63M 4.59% -3,006 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 105,794 $9.58M 6.87% +531 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 105,450 $9.55M 0.11% -12,379 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 104,424 $9.45M 0.5% -19,286 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 104,263 $9.44M 5.47% -31,536 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 102,216 $9.25M 0.16% -2,712 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 101,140 $9.16M 0.03% +7,250 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 100,501 $9.1M 0.13% +782 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 102,667 $9.04M 3.49% +2,049 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 99,441 $9M 0.32% -9,318 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 99,002 $8.96M 0.01% -455,116 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 98,136 $8.89M 0.13% +6,776 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 94,508 $8.56M 2.76% +4,478 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 94,190 $8.53M 6.8% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 93,371 $8.45M 0.66% -56 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 93,125 $8.43M <0.01% -468 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 92,028 $8.33M 3.22% -69,688 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 101,456 $8.32M 1.61% -150 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 91,715 $8.3M 3.93% +3,078 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 91,446 $8.28M 0.19% +4,539 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. 90,460 $8.19M 0.02% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 89,536 $8.11M 0.57% -9,902 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 89,016 $8.06M 6.67% +5,465 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 88,920 $8.05M 0.01% -3,280 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 88,624 $8.02M 0.35% -13,538 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 88,524 $8.01M 0.12% -238 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 88,458 $8.01M 1.07% +39,731 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 87,895 $7.96M +9,515 Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 87,738 $7.94M 1.91% +1,916 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 87,356 $7.91M 0.41% -56,006 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 87,182 $7.89M 0.2% +1,470 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 86,920 $7.87M 5.28% -4,865 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 86,319 $7.82M 0.95% +231 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 85,470 $7.74M 6.73% +684 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 85,063 $7.7M 4.87% +4,313 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 84,419 $7.64M 4.55% +26 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 83,690 $7.58M 0.76% -32,674 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 83,638 $7.57M 7.58% +863 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 82,996 $7.51M 0.28% +3,760 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 82,999 $7.51M +2,925 Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 82,910 $7.51M 1.01% -66,566 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 82,548 $7.47M 3.46% -719,307 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 82,434 $7.46M 2.78% -3,341 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 82,367 $7.46M 4.49% +5,718 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 81,367 $7.37M 2.72% +1,521 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 81,234 $7.35M 1.96% +4,920 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 79,300 $7.18M 3.47% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 78,984 $7.15M 0.91% -3,382 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 78,773 $7.13M 0.19% +37,047 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 78,680 $7.12M 2.84% +772 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 78,469 $7.1M 0.75% -264 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 77,217 $6.99M 3.48% +575 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 77,212 $6.99M 0.68% -1,775 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 77,200 $6.99M 0.54% -713 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 77,052 $6.98M 2.65% -1,573 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 76,932 $6.97M 3.95% +666 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 76,791 $6.95M 0.18% +5,360 13F-HR/A Timeline Ariston Services Group More: the full row for Ariston Services Group 76,505 $6.93M 5.79% +480 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 76,422 $6.92M 0.13% -34,482 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 77,292 $6.87M 0.23% -8,016 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 75,538 $6.84M 5.29% +846 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 74,670 $6.76M 0.03% +11,759 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 74,618 $6.76M 1.12% +7,601 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 74,375 $6.73M 0.36% +6 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 74,312 $6.73M 1.18% +4,113 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 73,914 $6.69M 0.08% -9,806 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 73,912 $6.68M 0.13% +7,435 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 73,362 $6.64M 2.7% +4,499 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 72,577 $6.57M 3.06% +68,575 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 72,553 $6.57M 0.09% -1,327 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 72,486 $6.56M 1.5% +5,838 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 71,987 $6.52M 0.8% -8,126 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 71,526 $6.48M 1.43% +2,564 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 70,972 $6.43M 3.43% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 70,716 $6.4M 3.4% +101 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 70,572 $6.39M 0.56% -627 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 70,543 $6.39M 1.4% -10 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 70,161 $6.35M 0.09% +49,703 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 70,126 $6.35M 0.41% +2,605 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 69,923 $6.33M 1.65% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 69,251 $6.27M 3.43% +310 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 69,244 $6.27M 0.61% -2,223 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 68,892 $6.24M 1.39% -230,183 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 68,709 $6.22M 0.95% -367 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 68,522 $6.2M 3.15% +3,286 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 68,428 $6.2M 4.05% 0 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 68,262 $6.18M 0.8% +10,008 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 68,133 $6.17M 1.45% -4,410 13F-HR Timeline United Bank More: the full row for United Bank 67,149 $6.08M 2.51% +4,596 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 67,101 $6.08M 0.02% +45,528 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 66,961 $6.06M 0.04% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 66,803 $6.05M 0.13% -3,054 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 66,328 $6M 1.77% +6,663 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 66,118 $5.99M 0.48% +2,286 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 65,961 $5.97M 0.93% +6,305 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 65,806 $5.96M 1.05% -28 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 65,633 $5.94M 0.01% -16,933 13F-HR/A Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 65,226 $5.91M 4.8% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 64,685 $5.86M 0.19% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 64,486 $5.84M 0.38% +34,270 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 64,343 $5.83M 0.49% +4,063 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 64,169 $5.81M 2.01% -1,334 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 64,094 $5.8M 1.29% -608 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,641 $5.76M 0.07% +2,108 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 63,523 $5.75M 2.06% -5,107 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 63,460 $5.75M 0.08% -543 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 63,030 $5.71M 2.33% -601,696 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 62,903 $5.7M 0.16% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 62,417 $5.65M 0.09% +1,876 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 62,332 $5.64M 3.13% +9,203 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 61,766 $5.59M 1.8% +4,287 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 62,292 $5.59M 6.27% -31,693 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 61,408 $5.56M 0.2% -21,026 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 60,903 $5.51M 0.98% +3,908 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 59,993 $5.43M 2.63% -579 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 60,019 $5.39M 0.27% -1,603,483 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 59,386 $5.38M 3.02% +3,503 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 59,019 $5.34M 3.81% +1,904 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 58,835 $5.33M 3.35% +154 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 58,760 $5.32M 0.07% -32,136 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 58,748 $5.32M 0.22% +15,562 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 58,719 $5.32M 1.21% +4,627 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 54,248 $5.28M 1.04% +2,398 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 57,431 $5.2M 2.91% +4,446 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 57,339 $5.19M 0.73% +2,714 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 57,296 $5.19M 0.06% -18,497 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 57,124 $5.17M 3.2% +4,279 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 56,814 $5.14M 2.55% +1,328 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 56,610 $5.13M 0.27% -118 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 56,371 $5.1M 0.16% +3,100 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 57,349 $5.03M 0.28% +53,715 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 55,502 $5.03M 0.02% +469 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 54,719 $4.95M 0.19% +37,433 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 54,000 $4.89M 0.3% +1,172 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 53,848 $4.88M 2.88% +2,827 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 53,824 $4.87M 0.86% +1,810 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 53,421 $4.84M 1.18% +2,159 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 53,006 $4.8M 3.04% +1,093 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 52,536 $4.76M 0.48% +1,902 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 52,309 $4.74M 1.23% -17,680 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,258 $4.64M 0.03% -1,582 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 51,039 $4.62M 1.11% +1,037 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 50,516 $4.57M 0.07% -1,785 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 50,188 $4.54M 0.39% +510 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 50,188 $4.54M 0.32% +44 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 49,523 $4.48M 1.12% +1,113 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 56,161 $4.48M 0.01% -7,550 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 49,467 $4.48M 0.37% +1,248 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 49,327 $4.47M 0.01% -1,175 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 48,813 $4.42M 0.06% -2,139 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 48,680 $4.41M 0.07% +15,602 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 48,668 $4.41M 1.44% -14,641 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 48,349 $4.38M 3.37% +1,593 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 47,509 $4.3M 1.75% -7,694 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 47,414 $4.29M 0.33% +4,827 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 47,232 $4.28M 1.96% -727 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 47,200 $4.27M 0.36% +2,530 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,417 $4.2M 0.08% +1,149 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 46,085 $4.17M 0.42% -521 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 46,020 $4.17M 1.34% +214 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 45,821 $4.15M 0.62% +864 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 46,216 $4.15M 0.28% -387 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 45,254 $4.1M 1% +6,014 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 45,152 $4.09M 0.01% -106,890 13F-HR/A Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 44,954 $4.07M 1.14% +3,739 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 44,900 $4.07M 0.1% -6,869 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 44,894 $4.06M 2.09% +3,934 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 44,496 $4.03M 1.34% +1,022 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 44,491 $4.03M 0.55% +5,965 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 44,389 $4.02M 1.43% -1,302 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 44,353 $4.02M 1.27% -1,388 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 44,258 $4.01M 4.31% +477 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 44,223 $4M 0.98% +3,719 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 44,068 $3.99M 2.72% -687 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 43,819 $3.97M 0.82% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 43,807 $3.97M 1.57% -3,280 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43,804 $3.97M 0.07% -9,243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 43,755 $3.96M 0.01% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 43,589 $3.95M 0.89% +23,417 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 43,486 $3.94M 0.78% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 43,425 $3.93M 0.25% +328 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 43,146 $3.91M 1.38% +2,773 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 43,005 $3.89M 0.09% -873 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 42,814 $3.88M 0.7% -2,976 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 42,748 $3.87M 0.07% new 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 42,467 $3.84M 0.35% +8,813 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 42,296 $3.83M 0.52% +2,137 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 42,170 $3.82M 1.07% -2,220 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 41,930 $3.8M 0.49% 0 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 41,458 $3.75M 0.72% +3,486 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 41,301 $3.74M 0.03% -1,183 13F-HR/A Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 41,261 $3.74M 0.18% +4,949 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 41,058 $3.72M 2.63% +1,012 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 41,042 $3.72M <0.01% +35,215 13F-HR/A Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 40,944 $3.71M 0.13% -5,891 13F-HR Timeline Group One Degree Advisors Inc More: the full row for One Degree Advisors Inc 40,934 $3.71M 1.53% +9,795 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 40,826 $3.66M 0.02% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 40,411 $3.66M 0.07% +13,594 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 40,125 $3.63M 2.97% +3,755 13F-HR Timeline