BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 105,150 $9.61M <0.01% +7,412 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 104,661 $9.57M 0.18% +1,923 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 103,987 $9.51M 0.19% -4,112 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 103,304 $9.44M 0.73% -925 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 102,982 $9.41M 0.04% -19,975 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 102,896 $9.41M 0.65% +12,151 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 101,301 $9.26M 0.19% -1,111 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 100,750 $9.21M 8.21% +6,291 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 100,300 $9.17M 0.03% -42,390 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 100,169 $9.16M 0.14% -1,825 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 99,381 $9.13M 3.06% +3,343 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 99,002 $9.05M 0.01% 0 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 98,047 $8.93M 8.61% +33,811 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 97,606 $8.92M 0.4% -10,651 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 96,218 $8.8M 3.45% -4,528 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 96,103 $8.79M 5.35% +1,606 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 94,965 $8.68M 0.28% -2,004 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 94,737 $8.66M 4.08% +2,981 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 94,533 $8.64M 0.16% +31,630 13F-HR/A Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 94,190 $8.61M 5.2% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 94,091 $8.6M 0.04% +4,776 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 93,524 $8.55M 0.18% +6,126 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 91,720 $8.39M 1.71% +6,860 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 90,830 $8.3M 0.53% +586 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 92,327 $8.24M 0.31% +20,258 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 88,869 $8.12M 0.1% +749 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 88,352 $8.08M 0.12% +7,616 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 87,340 $7.98M 2.65% +8,976 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 218,200 $7.98M 2.24% +10,978 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 87,200 $7.97M 0.02% -14,668 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 87,153 $7.97M 4.02% +1,312 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 86,472 $7.91M 0.21% -4,530 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 86,373 $7.9M 0.09% +226 13F-HR Timeline Group Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 88,171 $7.86M 6.05% +836 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 83,793 $7.66M 0.02% +9,115 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 83,765 $7.66M <0.01% -3,585 13F-HR Timeline Group Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 83,000 $7.59M 3.55% new 13F-HR/A Timeline Drystone LLC More: the full row for Drystone LLC 82,851 $7.57M 6.82% -384 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 81,556 $7.46M 3.29% +1,713 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 81,027 $7.41M 2.54% +2,673 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 80,953 $7.4M 0.15% -1,463 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 80,150 $7.33M 0.07% +8,304 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 80,027 $7.32M -20,328 Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 79,867 $7.3M 0.6% +3,486 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 79,632 $7.28M 1.5% -37,210 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 79,492 $7.27M 4.38% +2,961 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 79,468 $7.27M 0.24% -4,309 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 79,238 $7.24M 0.01% -2,920 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 78,733 $7.2M 2.59% -542 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 78,524 $7.18M 1.62% +2,378 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 77,784 $7.11M 0.85% -1,340 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 77,757 $7.11M 0.49% +1,169 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 77,570 $7.09M 0.16% +1,275 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 77,092 $7.05M 1.38% +4,756 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 77,058 $7.04M 0.03% -48 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 76,572 $7M 0.59% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 76,505 $6.99M 1.37% +3,509 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 76,350 $6.98M 2.99% +1,952 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 76,101 $6.96M 0.17% +18,385 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 75,529 $6.9M 0.69% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 75,517 $6.9M 0.61% -6,388 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 75,459 $6.9M 4.9% -725 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 74,764 $6.84M 0.35% +1,026 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 74,696 $6.83M 3.09% +2,896 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 74,034 $6.77M 0.56% +2,240 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 73,117 $6.68M 0.18% +61,133 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 72,915 $6.68M 1.27% -5 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 71,959 $6.58M 0.93% +124 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 71,956 $6.58M 2.55% +38,003 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 71,956 $6.58M 2.55% -32,110 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 71,590 $6.54M +7,308 Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 71,511 $6.54M -1,490 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 70,373 $6.52M 0.38% +19,995 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 71,229 $6.51M 0.93% +2,141 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 70,972 $6.49M 3.27% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 70,478 $6.44M 1.36% +3,673 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 70,411 $6.44M 1.55% +814 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 70,334 $6.43M 0.47% -238 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 69,923 $6.39M 1.35% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 69,565 $6.36M 0.19% -3,742 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 69,242 $6.33M <0.01% -4,551 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 69,214 $6.33M 0.06% +4,069 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 69,204 $6.33M 0.01% +66,872 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 68,990 $6.31M 0.04% +46,928 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 68,946 $6.3M 0.08% +2,711 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 68,841 $6.29M 2.9% +8,046 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 68,479 $6.26M 1.66% +64,800 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 68,428 $6.26M 3.92% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 68,407 $6.25M 0.06% +13,637 13F-HR/A Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 68,413 $6.25M 0.01% +27,734 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 68,245 $6.24M 0.02% +9,245 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 67,310 $6.15M 0.71% -243 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 66,807 $6.11M 2.84% +2,558 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 66,763 $6.1M 1.28% +10,503 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 66,243 $6.06M 0.25% +3,208 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 66,089 $6.04M 0.39% +566 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 66,015 $6.04M 2.93% -13,540 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 65,199 $5.96M 2.01% +1,769 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 64,899 $5.93M 0.18% -902 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 64,856 $5.93M 0.18% +38,066 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 64,718 $5.92M 0.14% -976 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 64,658 $5.91M 1.1% +240 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 64,438 $5.89M 1.57% +1,440 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 64,222 $5.87M 0.07% -3,709 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 64,609 $5.87M 0.15% -6,747 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 63,794 $5.83M 1.71% -275 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,262 $5.78M 0.06% -534 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 62,246 $5.69M 2.7% -11,864 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 62,066 $5.67M 0.49% -133,539 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 61,861 $5.66M 3.42% +973 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 61,629 $5.63M 0.39% -558 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 61,244 $5.6M 0.85% -5,096 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 61,060 $5.58M 0.75% -2,169 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 60,766 $5.56M 3.75% -2,270 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 60,709 $5.55M 1.09% +1,471 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 60,228 $5.51M 1.69% +474 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 60,033 $5.49M 0.1% +12,925 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 59,842 $5.47M 4.38% +12,760 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 59,799 $5.47M 0.01% +1,694 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 59,239 $5.42M 2.97% +624 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 59,145 $5.41M 3.4% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 58,970 $5.39M 0.06% -4,390 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 58,620 $5.36M 0.08% -283 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 57,760 $5.28M 0.86% +7,765 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 56,817 $5.17M 0.02% 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 56,565 $5.17M 2.31% -1,697 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 56,312 $5.15M 0.96% +2,892 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 55,958 $5.12M 0.76% +2,908 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 55,951 $5.12M 0.49% -404 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 55,833 $5.1M 2.56% +1,557 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 55,602 $5.08M 1% +331 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 55,445 $5.07M 0.26% +1,048 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,297 $5.06M 0.03% -1,837 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 54,789 $5.01M 0.12% -413 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 54,486 $4.98M 0.11% +27,709 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 54,482 $4.98M 0.07% -1,063 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 54,209 $4.96M 1.87% -9,753 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 54,208 $4.96M 0.16% -3,533 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 55,171 $4.95M 2.17% +438 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 53,044 $4.85M 0.49% +3,201 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 52,768 $4.82M 0.48% +3,411 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 52,543 $4.8M <0.01% new 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 52,167 $4.78M 0.9% +2,765 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 52,010 $4.75M 0.4% -8,509 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 51,167 $4.68M 0.32% +486 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 51,133 $4.67M 0.41% -3,436 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 50,885 $4.65M 1.02% +729 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 50,857 $4.65M 1.15% +2,753 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 50,347 $4.6M 2.74% +6,414 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 50,302 $4.6M 0.88% +71 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 49,724 $4.55M 0.03% +6,856 13F-HR/A Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 49,187 $4.5M 0.73% +5,639 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 49,158 $4.49M 0.25% -1,500 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 48,972 $4.48M 0.64% +1,836 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 48,551 $4.44M 3.02% -119 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 48,531 $4.44M 0.17% +5,444 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 48,097 $4.4M 1.11% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 47,565 $4.35M 0.49% +8,250 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 47,124 $4.31M 1.23% +3,852 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 47,122 $4.31M 0.18% -6,841 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 46,998 $4.3M 0.92% -242 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 47,882 $4.3M 1.58% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 46,468 $4.25M 0.02% +64 13F-HR/A Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 46,461 $4.25M 1.69% -660 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 46,198 $4.22M 2.01% +925 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 45,749 $4.18M 0.75% +11,411 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 45,374 $4.15M 0.95% +348 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 45,546 $4.15M 0.25% -378 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 45,297 $4.14M 0.05% -39 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 45,000 $4.11M 0.01% +41,500 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 44,936 $4.11M 1.13% -567 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 44,645 $4.08M 1.31% +7,642 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 44,314 $4.05M 0.7% +12 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 44,243 $4.04M 1.33% -1,681 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 44,119 $4.03M 1.28% +677 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 43,852 $4.01M 1% +1,282 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 43,748 $4M 1.13% +3,237 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 43,655 $3.99M 3.02% +2,106 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 43,530 $3.98M 2.25% -226 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 43,687 $3.98M <0.01% +5,040 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 43,029 $3.93M 1.24% -1,664 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 42,849 $3.92M 0.1% -1,750 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 38,409 $3.91M 2.43% -43,530 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 42,242 $3.86M 0.52% -13,042 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 41,899 $3.83M 2.64% +1,599 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 41,890 $3.83M 0.34% -1,556 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 41,666 $3.81M 1.02% -199 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,494 $3.79M 0.09% +4,059 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 41,419 $3.79M 1.43% +8,017 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 41,414 $3.79M 0.59% +2,901 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 41,069 $3.75M 0.54% -390 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40,598 $3.71M 0.93% -104 13F-HR Timeline CONNING INC. in group CONNING INC. 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