Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 43,303 $3.84M 0.04% +23,183 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42,957 $3.81M 0.11% +921 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 42,888 $3.8M 0.02% -24,211 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 42,865 $3.8M 0.95% +6,445 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 42,861 $3.8M 1.05% +1,371 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 42,752 $3.79M 0.09% +1,890 13F-HR/A Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 42,620 $3.78M 1.29% +4,351 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 42,424 $3.76M 1.16% -138 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 42,264 $3.75M 0.13% +35 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 42,007 $3.73M <0.01% -23,276 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 41,803 $3.71M 0.53% -3,302 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 41,695 $3.69M 0.07% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 41,358 $3.67M 0.19% +3,483 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,604 $3.65M 0.12% +5,916 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 41,077 $3.64M 0.04% +3,977 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 41,013 $3.64M 0.41% -99,789 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 40,981 $3.64M 2.57% -1,004 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40,819 $3.62M 0.82% +1,101 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 40,667 $3.61M 0.52% -2,793 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 40,636 $3.6M 0.12% +2,042 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,595 $3.6M 0.01% +11,618 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 40,542 $3.6M 0.14% +2,747 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 40,484 $3.59M 0.55% -30 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 40,468 $3.59M 1.13% -29,997 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,073 $3.55M 0.07% +479 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 39,965 $3.54M 1.04% +1,516 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 39,621 $3.51M 3.24% +1,128 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 39,469 $3.5M 0.34% +166 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 37,941 $3.49M 0.66% +1,655 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 39,340 $3.49M 1.02% +721 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 39,321 $3.49M 0.34% +2,771 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 38,780 $3.44M 0.07% +780 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 38,573 $3.42M 0.09% -16,661 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 38,536 $3.42M 2% +26,656 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 38,406 $3.41M 1.09% -732 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 38,325 $3.4M 2.8% -176 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,283 $3.4M 0.04% +12,767 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 35,618 $3.39M 3.19% +1,338 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 38,219 $3.39M 0.44% +214 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 37,875 $3.36M 0.24% +25 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 37,832 $3.36M 0.96% +1,919 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 37,710 $3.34M 0.59% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,704 $3.34M 0.08% -416 13F-HR Timeline CROBAN More: the full row for CROBAN 37,653 $3.34M 1.57% +1,396 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 37,306 $3.31M 2.57% +6,646 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 37,288 $3.31M 0.1% -870 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 37,198 $3.3M 1.5% +3,065 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 37,162 $3.3M 0.09% -819 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 36,988 $3.28M 0.09% +725 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 36,980 $3.28M 0.05% +20,718 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 36,935 $3.28M 1.78% +2,252 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 36,834 $3.27M 0.05% +21,593 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 36,692 $3.25M 0.07% +702 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 36,594 $3.25M 0.97% -2,941 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 36,025 $3.2M 1.11% -112 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 35,842 $3.18M 0.1% +3,256 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 35,694 $3.17M 0.1% +214 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 35,690 $3.17M 0.66% -320 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 35,421 $3.14M 1.14% +14,123 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 35,391 $3.14M 0.51% +176 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 35,366 $3.14M 0.3% -1,391 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 35,082 $3.11M 1.21% -87 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 35,052 $3.11M 0.79% -141,035 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 34,949 $3.1M 0.32% +526 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 34,893 $3.1M 0.12% -1,370 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 34,859 $3.09M 1.04% +1,658 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 34,501 $3.06M 3.05% +2,853 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 34,311 $3.04M 0.27% 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 34,200 $3.03M 1.86% +2,356 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 34,199 $3.03M 1.33% +620 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 34,184 $3.03M 0.25% +543 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 34,154 $3.03M 1.37% +3,997 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,136 $3.03M 0.72% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 34,053 $3.02M 0.24% -2,995 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 34,040 $3.02M 0.07% new 13F-HR/A Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 34,021 $3.02M 1.36% +2,579 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 33,982 $3.01M 0.09% -1,982 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 33,930 $3.01M 0.08% +3,519 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,890 $3.01M 0.2% -3,738 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 33,877 $3M 0.16% +17,194 13F-HR Timeline Group Obsido Oy More: the full row for Obsido Oy 33,767 $3M 1.81% +2,238 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 33,702 $2.99M 1.39% +3,176 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 33,022 $2.93M 1.21% -558 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 32,962 $2.92M 0.19% +807 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 32,924 $2.92M 0.57% +2,922 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 32,850 $2.91M 0.28% -1,611 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 32,829 $2.91M 3.2% +5,583 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 32,551 $2.89M 0.87% +1,812 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 32,508 $2.88M 0.65% +489 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 31,793 $2.87M 0.06% -338 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 32,258 $2.86M 0.09% +888 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 32,213 $2.86M 0.78% -873 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 31,916 $2.83M 0.84% +585 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 31,900 $2.83M 0.32% -6,100 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 31,842 $2.82M 1.42% +1,420 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,801 $2.82M 0.05% -640 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 31,762 $2.82M 2.29% +2,288 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 31,758 $2.82M 0.09% -1,922 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 31,730 $2.81M 0.05% +5,547 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 31,563 $2.8M 0.16% +3,116 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 31,301 $2.78M 0.51% +2 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 31,197 $2.77M 2.41% -3,764 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 31,178 $2.77M 0.04% +13,445 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 31,055 $2.75M 0.13% +9,739 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 30,718 $2.72M 0.06% +911 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 30,582 $2.71M 1.29% +3,799 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 30,477 $2.7M 0.74% -2,022 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 30,238 $2.68M 2.46% +14 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 27,741 $2.63M -473 Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 29,614 $2.63M 0.12% +1,011 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 29,545 $2.62M 1.82% +3,867 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 29,456 $2.61M 1.78% +93 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 29,867 $2.61M 1.53% +5 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 29,193 $2.59M 1.06% new 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 29,187 $2.59M 1.96% +813 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 29,058 $2.58M 0.27% +4,241 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 28,977 $2.57M 0.14% +211 13F-HR/A Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 28,931 $2.57M 2.06% +3,452 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 28,844 $2.56M 0.19% +498 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 28,745 $2.55M 0.17% +8,511 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 28,715 $2.55M 0.39% +2,395 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 28,609 $2.54M 0.17% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 28,586 $2.54M 0.01% -1,026 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 28,433 $2.52M 0.03% -335 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 28,213 $2.5M 0.56% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 28,198 $2.5M 0.01% +3,272 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 28,165 $2.5M 0.29% +702 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 28,141 $2.5M 1.28% +1,467 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 28,091 $2.49M 0.01% -7,305 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 28,060 $2.49M 0.01% -676 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 27,992 $2.48M 0.04% +5,154 13F-HR Timeline Group Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 27,982 $2.48M 1.2% +301 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 27,743 $2.46M 0.59% +7,119 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 27,639 $2.45M 0.03% -2,089 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,611 $2.45M 0.04% +5,096 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,545 $2.44M 0.18% +1,040 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 27,473 $2.44M 0.07% -803 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27,285 $2.42M 0.54% -2,335 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 27,135 $2.41M 0.26% -2,752 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 26,948 $2.39M 0.62% +853 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,873 $2.38M 0.23% +1,273 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 26,785 $2.38M 0.07% -827 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 26,776 $2.38M 0.49% -46,066 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,749 $2.37M 0.01% +89 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 26,683 $2.37M 0.05% -98 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 26,644 $2.36M 0.83% -6,985 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 26,242 $2.36M 0.16% -4,727 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 26,836 $2.34M 2.71% -70,200 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 26,235 $2.33M 0.87% -564 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 26,141 $2.32M 0.12% -160 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,446 $2.31M 0.15% +723 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,002 $2.31M 0.02% +4,945 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25,911 $2.3M <0.01% -88 13F-HR Timeline Group Bay Rivers Group More: the full row for Bay Rivers Group 25,885 $2.3M 0.96% +581 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,840 $2.29M 0.1% -168 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 25,822 $2.29M 0.18% -574 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 25,735 $2.28M <0.01% -79,359 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 25,734 $2.28M 1.06% -14 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 25,691 $2.28M 0.01% -253 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 25,435 $2.26M 0.04% +529 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 25,377 $2.25M 2.07% +2,233 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 25,257 $2.24M 0.51% -430 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 25,058 $2.23M 0.17% -424 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 25,101 $2.23M 0.05% -269 13F-HR/A Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 25,084 $2.22M 2.01% +2,729 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 25,025 $2.22M 0.24% +525 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25,015 $2.22M 0.88% +6,774 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 24,861 $2.21M 0.45% +2,182 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,748 $2.2M 0.02% -596 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 24,703 $2.19M 0.9% +3,488 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 24,691 $2.19M 1.84% -996 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,632 $2.18M <0.01% +5,671 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 24,568 $2.18M 0.03% +583 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 24,064 $2.13M 0.6% +43 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 24,061 $2.13M 0.44% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 24,015 $2.13M 0.11% -305 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,999 $2.13M 0.25% +7,617 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 23,967 $2.13M 1.37% -175 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 23,956 $2.12M 0.08% +1,238 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,794 $2.11M 0.02% +689 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 23,704 $2.1M 0.1% +293 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 23,677 $2.1M 0.24% +2,596 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 23,663 $2.1M 2% +717 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 23,613 $2.09M 0.76% +2,043 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 23,526 $2.09M 1.53% +3,408 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 23,469 $2.08M 0.46% -17,153 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 23,424 $2.08M 0.85% +163 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 23,315 $2.07M 0.27% 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 23,238 $2.06M 0.51% +12,038 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 23,077 $2.05M 0.14% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 23,068 $2.05M 0.15% +17,926 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 22,848 $2.03M 1.35% -1,864 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 22,805 $2.02M 0.57% +12,309 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 22,956 $2.02M 0.06% -45,415 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 22,777 $2.02M 0.47% +1,701 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 22,671 $2.01M 0.9% +995 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,626 $2.01M 0.51% -507 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 22,547 $2M 0.08% -1,009 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 21,808 $1.97M 1.06% +15,883 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 22,033 $1.95M 0.04% -292 13F-HR Timeline