STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 1,227,780 $240M 13.71% +4,621 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 342,034 $66.9M 4.12% +22,040 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 309,732 $60.5M 1.6% -26,051 13F-HR Timeline Trust Co More: the full row for Trust Co 263,184 $51.5M 4.48% +2,676 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 262,972 $51.4M 5.84% +846 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 223,983 $43.8M 3.16% +9,248 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 216,997 $42.4M 7.2% +993 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 145,688 $28.5M 4.97% +737 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 135,604 $27.3M 0.04% -6,955 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 138,858 $27.2M 3.29% -7,424 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 117,373 $22.9M 10.39% -9,525 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 89,837 $17.6M 9.23% +2,606 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 86,768 $17.1M 3.5% -762 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 67,672 $13.2M 1.45% -2,214 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 60,385 $11.8M 7.54% -1,080 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 56,638 $11.3M 1.62% +678 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 53,073 $10.4M 0.71% +1,799 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 45,199 $8.84M 1.96% -837 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 43,815 $8.72M 0.11% -19,338 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39,999 $7.82M 0.21% -5,296 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 38,386 $7.51M 3.09% -311 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 35,522 $6.95M 0.78% -975 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 34,265 $6.7M 3.05% +97 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 29,752 $5.82M 2.8% -597 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 29,044 $5.68M 1.17% +372 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 28,925 $5.66M 0.43% -797 13F-HR Timeline CX Institutional More: the full row for CX Institutional 26,236 $5.13M 0.14% +1,388 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 25,979 $5.08M 1.55% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 25,628 $5.01M 0.54% -8,204 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,922 $4.87M 0.03% -8,866 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,788 $4.59M 0.2% +3,661 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 21,223 $4.15M 0.58% -26 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,625 $4.03M 0.07% +6,177 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 18,766 $3.67M 1.98% +253 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,472 $3.52M 0.88% -1,354 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,432 $3.31M 0.08% -105 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 13,070 $2.64M 1.62% -219 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,306 $2.6M 0.07% -3,661 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,263 $2.59M 0.26% +47 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,183 $2.58M 0.15% -290 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,072 $2.36M 0.43% +108 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,864 $2.32M 0.26% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 10,728 $2.1M 0.63% +349 13F-HR Timeline Friday Financial More: the full row for Friday Financial 9,630 $1.9M 0.38% +2,765 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 8,628 $1.69M 1.09% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,638 $1.49M 0.06% -224 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,796 $1.33M 0.1% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,738 $1.12M 0.29% +358 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 5,524 $1.08M 0.35% +28 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,865 $951K 0.28% +192 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,709 $921K 0.18% +1 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,050 $792K 0.21% -105 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,029 $788K 0.16% -463 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,956 $773K 0.02% +381 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,693 $730K 0.23% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 3,658 $723K 0.54% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,275 $640K 0.17% +4 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,224 $630K 0.07% -48 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,022 $591K 0.14% +50 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,907 $568K 0.21% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,782 $544K 0.38% -347 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,763 $540K 0.35% -3 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 2,500 $489K 0.32% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,436 $476K 0.01% +50 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,401 $474K 0.37% -302 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,347 $459K 0.05% -11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,265 $443K 0.01% +3 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,213 $442K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,194 $429K 0.12% +7 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,110 $413K 0.09% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,969 $385K 0.07% +11 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,932 $378K 0.29% +54 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 1,931 $378K 0.24% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,868 $365K 0.09% -14 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,831 $358K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,802 $352K 0.01% +101 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,799 $352K 0.07% -71 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,736 $339K 0.01% -113 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,631 $326K 0.1% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,655 $324K 0.11% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,623 $317K 0.01% -132 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,601 $313K 0.04% -3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,551 $303K 0.01% +175 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,514 $296K 0.13% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 1,473 $288K 0.24% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,460 $285K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooper Financial Group More: the full row for Cooper Financial Group 1,351 $264K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,307 $256K 0.01% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,239 $242K 0.04% -35 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,187 $232K 0.05% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,165 $228K 0.01% +129 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,127 $220K 0.14% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,075 $214K 0.1% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,077 $211K 0.05% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,041 $204K 0.03% -658 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 937 $183K 0.08% -120 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 863 $169K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 701 $137K 0.01% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 672 $131K 0.08% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 513 $100K 0.01% +313 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 430 $84.1K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 234 $46.2K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 219 $42.8K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 167 $32.7K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 167 $32.6K 0.03% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 132 $25.8K <0.01% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 126 $25.1K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 104 $20.3K 0.01% -2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 41 $8.02K <0.01% -160 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $3.52K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 18 $3.52K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 11 $2.15K <0.01% 0 13F-HR Timeline