Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 356,445 $28.7M 4.51% +274,177 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 355,628 $28.7M 1.38% +271,057 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 354,943 $28.6M 0.36% +264,203 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 353,926 $28.5M 0.45% +269,540 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 349,947 $28.2M 3.2% +271,395 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 348,997 $28.1M 0.39% +260,458 13F-HR/A Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 341,288 $27.5M 3.31% +258,320 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 340,514 $27.4M 0.03% +263,956 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 336,762 $27.1M 5.74% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 335,429 $27M 0.23% +273,037 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 331,122 $26.7M 0.84% +251,040 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 328,339 $26.5M 2.73% +248,195 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 322,164 $26.1M +159,805 Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 320,768 $25.8M 5.38% +242,561 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 319,355 $25.7M 1.93% +238,971 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 318,404 $25.7M 3.27% +240,980 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 316,332 $25.5M 9.02% +256,602 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 314,353 $25.3M 4.15% +239,458 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 307,174 $24.7M 0.91% +231,795 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 306,530 $24.7M 1.81% +217,103 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 305,813 $24.6M 8.4% +230,252 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 305,255 $24.6M 6.51% +236,173 13F-HR/A Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 303,890 $24.5M 4.74% +230,904 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 300,069 $24.2M 0.01% +246,140 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 297,279 $24M 2.15% +220,214 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 295,340 $23.8M 0.29% +221,631 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 294,808 $23.8M 0.44% +221,056 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 291,810 $23.5M 1.34% +218,038 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 290,745 $23.4M 0.29% +213,890 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 288,508 $23.2M 0.98% +214,776 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 288,214 $23.2M 0.02% +224,493 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 286,793 $23.1M 2.42% +216,039 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 282,381 $22.8M 0.21% +214,464 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 280,883 $22.6M 3.7% +210,580 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 280,851 $22.6M 0.56% +210,972 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 280,000 $22.6M 0.21% +210,000 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 277,140 $22.3M 0.27% +207,842 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 274,531 $22.1M 1.01% +211,775 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 274,220 $22.1M +205,785 Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 272,085 $21.9M 5.48% +210,626 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 271,700 $21.9M 5.91% +205,155 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 267,589 $21.6M 0.85% +201,726 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 267,337 $21.5M 3.15% +202,948 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 266,078 $21.4M 9.44% +202,684 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 262,271 $21.1M 1.17% +198,445 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 260,902 $21M 10.13% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 260,806 $21M 0.3% +172,335 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 259,899 $20.9M 0.6% +204,109 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 259,117 $20.9M 0.42% +194,751 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 258,108 $20.8M 7.39% +193,951 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 257,116 $20.7M 0.81% +193,042 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 256,666 $20.7M 2.26% +191,683 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 256,551 $20.7M 1.53% +190,769 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 256,140 $20.6M 0.33% +192,291 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 255,199 $20.6M 0.3% +191,014 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 253,780 $20.4M 0.6% +204,910 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 252,672 $20.4M 6.33% +191,354 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 252,192 $20.3M 1.72% +184,748 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 250,995 $20.2M 4.24% +190,008 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 246,374 $19.9M 1.81% +182,349 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 246,038 $19.8M 3.49% +182,665 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 236,070 $19.5M 8.3% +2,530 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 241,513 $19.5M 3.2% +172,198 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 241,056 $19.4M 0.37% +181,548 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 237,501 $19.2M 0.53% +178,385 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 237,293 $19.1M 0.29% +177,017 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 236,560 $19.1M 0.21% +174,510 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 234,747 $18.9M 2.72% +176,644 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 234,793 $18.9M 8.96% +176,927 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 234,452 $18.9M 3.26% +176,014 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 232,373 $18.8M 7.38% +172,186 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 232,234 $18.7M 5.38% +174,740 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 232,111 $18.7M 3.52% +174,102 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 231,722 $18.7M 8.42% +174,478 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 231,680 $18.7M 3.89% +174,498 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 231,644 $18.7M 4.43% +175,277 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 230,294 $18.6M 0.51% +171,967 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230,052 $18.5M 0.25% +170,089 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 229,186 $18.5M 5.29% +172,157 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 229,088 $18.5M 2% +174,077 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 227,669 $18.3M 2.68% +170,125 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 227,260 $18.3M 1.76% +170,624 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 225,962 $18.2M 1.76% +168,937 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 224,580 $18.1M 6.29% +168,798 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 223,338 $18M 3.7% +169,371 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 67,067 $18M 0.3% -1,096 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 222,513 $17.9M +166,514 Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 221,178 $17.8M 8.68% +168,862 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 221,004 $17.8M 0.19% +156,711 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 220,163 $17.7M 0.26% +167,112 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 218,118 $17.6M 3.53% +164,257 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 217,921 $17.6M 0.27% +162,492 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 216,882 $17.5M 4.38% +163,229 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 214,461 $17.3M 3.22% +165,228 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 214,332 $17.3M 3.82% +160,218 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 213,327 $17.2M 5.07% +160,185 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 212,771 $17.1M 4.86% +159,806 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 212,442 $17.1M 3.33% +152,319 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 211,884 $17.1M 0.03% +158,154 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 211,727 $17.1M 0.12% +176,290 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 210,819 $17M 3.5% +154,997 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 209,037 $16.8M 0.31% +164,912 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 208,755 $16.8M 12.84% +156,574 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 208,499 $16.8M 5.22% +156,835 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 208,195 $16.8M 0.19% +158,786 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 207,708 $16.7M 3.23% +205,003 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 207,638 $16.7M 2.62% +155,658 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 207,364 $16.7M 0.29% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 207,314 $16.7M 0.97% +154,401 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 206,711 $16.7M 3.28% +154,893 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 205,197 $16.5M 0.95% +156,046 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 205,077 $16.5M 3.22% +158,801 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 204,373 $16.5M 0.25% 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 818,835 $16.4M 0.01% +603,450 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 203,335 $16.4M 0.2% +161,087 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 202,928 $16.3M 0.53% +153,027 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 202,787 $16.3M 0.45% +155,633 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 202,516 $16.3M 0.3% +150,212 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 202,011 $16.3M 0.78% +152,597 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 201,349 $16.2M 4.83% +155,727 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 201,022 $16.2M 0.08% +149,244 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 200,702 $16.2M 2.32% +150,451 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 200,192 $16.1M 8.64% +149,741 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 199,782 $16.1M 6.13% +151,396 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 199,759 $16.1M 0.88% +152,973 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 199,503 $16.1M 5.24% +150,486 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 197,934 $15.9M 0.06% +152,723 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 196,920 $15.9M 1.15% +152,075 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 196,652 $15.8M 4.31% +148,007 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 196,176 $15.8M 9.36% +147,696 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 196,127 $15.8M 4.04% +148,679 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 195,749 $15.8M 0.61% +146,783 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 195,423 $15.7M 1.19% +145,441 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 195,021 $15.7M 3.09% +147,167 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 194,339 $15.7M 4.87% +21,945 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 193,746 $15.6M 0.2% +150,988 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 193,621 $15.6M 1.75% +146,704 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 189,951 $15.3M 0.34% +172,148 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 189,521 $15.3M 4.31% +143,523 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 188,657 $15.2M 7.59% +187,498 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 186,520 $15M 0.16% +139,638 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 186,080 $15M 1.32% +142,930 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 184,581 $14.9M 1.11% +143,655 13F-HR Timeline Group Pearl Planning LLC More: the full row for Pearl Planning LLC 183,166 $14.8M 6.79% +139,013 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 182,231 $14.7M 0.58% +136,183 13F-HR/A Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 182,172 $14.7M 1.19% +139,354 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 182,169 $14.7M 3.76% +137,217 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 182,044 $14.7M 1.24% +136,750 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 48,158 $14.6M 3.99% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 178,918 $14.4M 2.23% +133,261 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 178,717 $14.4M 0.12% +174,486 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 175,680 $14.2M 3.32% +131,760 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 172,692 $13.9M 3.69% +130,790 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 172,265 $13.9M 4% +126,419 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 171,479 $13.8M 0.3% +128,058 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 171,084 $13.8M 0.75% +128,345 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 169,648 $13.7M 2.72% +127,370 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 169,118 $13.6M 0.15% +152,043 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 168,304 $13.6M 0.73% +126,126 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 168,230 $13.6M 1.45% +134,566 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 168,086 $13.5M 2.93% +128,587 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 166,541 $13.4M 0.26% +124,536 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 165,734 $13.4M 5.33% +126,379 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 165,601 $13.3M 8.66% +21,186 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 164,559 $13.3M 0.86% +123,340 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 164,474 $13.3M 0.22% +121,365 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 164,430 $13.2M 0.2% +123,744 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 164,252 $13.2M 5.27% +126,243 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 164,059 $13.2M 10.27% +122,859 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 229,896 $13.2M 4.5% +145,357 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 161,429 $13M 0.21% +122,313 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 160,943 $13M 0.26% +121,075 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 160,855 $13M 1.54% +122,344 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 160,836 $13M 2.32% +120,184 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 160,789 $13M 3.44% +119,514 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 160,350 $12.9M 5.23% +121,262 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 159,726 $12.9M 3.66% +122,011 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 158,081 $12.7M 1.51% +118,373 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 157,364 $12.7M 6.5% +121,791 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 157,232 $12.7M 0.85% +117,959 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 156,667 $12.6M 0.73% +123,950 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 156,039 $12.6M 4.96% +117,071 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 155,999 $12.6M 5.38% +140,040 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 155,239 $12.5M <0.01% new 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 152,542 $12.3M 4.41% +114,147 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 152,150 $12.3M 0.86% +126,512 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Wave Investments LLC More: the full row for Red Wave Investments LLC 152,126 $12.3M 3.11% +116,284 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 152,109 $12.3M 7.06% +115,412 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 151,767 $12.2M +114,884 Timeline Capital Planning LLC More: the full row for Capital Planning LLC 150,538 $12.1M 3.53% +110,682 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 150,486 $12.1M 5.7% +108,809 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 149,810 $12.1M 3.27% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 149,533 $12M 0.81% +113,958 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 148,820 $12M 0.3% +120,045 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 148,381 $12M 1.71% +93,095 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 148,068 $11.9M 0.8% +111,174 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 147,466 $11.9M 6.75% +112,112 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 147,067 $11.8M 0.13% +111,021 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 146,479 $11.8M 0.29% +112,434 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 146,358 $11.8M 4.8% +114,108 13F-HR Timeline