Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 91,504 $48.9M +32,966 Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 90,637 $48.8M 8.02% +8,643 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 90,409 $48.7M 17.88% -3,789 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 88,889 $48.4M 1.4% -3,534 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 89,778 $48.4M 1.24% +25,723 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 89,692 $48.3M 5.12% -3,262 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. 89,655 $48.3M 0.44% +3,384 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 89,480 $48.2M 1.02% +58,000 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 89,105 $48M 16.49% +1,037 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 88,549 $47.7M 3.46% +550 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 88,191 $47.5M 21.38% +1,226 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 88,073 $47.5M 12.12% -1,620 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 87,921 $47.4M 12.41% -180 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 87,844 $47.3M 1.52% +87,756 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 87,097 $46.9M 8.24% -487 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 86,771 $46.8M 18.44% -143 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 86,600 $46.7M 0.11% new 13F-HR Timeline Group Trust Co of Tennessee More: the full row for Trust Co of Tennessee 86,312 $46.5M 15.48% -1,198 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 86,115 $46.4M 3.39% -3,072 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 85,310 $46M 13.43% -5,653 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 85,295 $46M 0.61% -665 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 85,085 $45.8M 1.61% +6,413 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 84,965 $45.8M 2.12% +3,132 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 83,320 $44.9M 24.78% +6,542 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 82,897 $44.7M 20.78% +11,652 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 82,849 $44.6M 15.07% -5,331 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 82,640 $44.5M 0.27% -140 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 82,425 $44.4M 16.99% -48,550 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 82,143 $44.3M 7.48% -3,568 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 81,964 $44.2M 4.38% +832 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 81,593 $44M 4.51% +2,434 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 80,441 $43.3M +11,077 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 80,376 $43.3M 9.03% -895 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 80,292 $43.3M 6.36% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 79,988 $43.1M 21.25% -4,867 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 79,705 $42.9M 2.16% -7,825 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 79,469 $42.8M 15.59% -3,066 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 79,373 $42.8M 3.42% +51,975 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 77,899 $42M 2.77% -11 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 77,869 $42M 1.2% +4,435 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 77,419 $41.7M 8.41% +2,355 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 77,417 $41.7M 25.57% -23,483 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 77,219 $41.6M 7.44% +4,073 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 76,440 $41.4M 16.18% +1,281 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 76,707 $41.3M 0.51% +10,076 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 76,639 $41.3M 32.49% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 73,343 $41.1M 15% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 76,288 $41.1M 0.03% +55,998 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 76,139 $41M 1.53% +3,348 13F-HR/A Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 77,691 $41M 20.69% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 75,896 $40.9M 4.1% +797 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 75,276 $40.6M 13.52% -141 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75,195 $40.5M 0.99% -1,140 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 74,863 $40.3M 15.28% -1,239 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 74,450 $40.1M 2.39% +7,374 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 74,603 $40.1M 11.94% +448 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 74,364 $40.1M 5.59% -2,311 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 73,824 $39.8M 21.38% 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 73,661 $39.7M 9.24% +1,868 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 73,197 $39.6M 0.26% +71,909 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 73,384 $39.5M 12.57% +170 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 73,103 $39.4M 40.32% 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 72,749 $39.2M 13.17% -21,688 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 72,439 $39M 0.33% +24,921 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 72,206 $38.9M 30.49% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 71,660 $38.6M 1.08% +1,211 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 71,550 $38.6M 9.41% +7,698 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 71,424 $38.5M 0.35% +104 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 71,275 $38.4M 6.67% -470 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 70,941 $38.4M 0.31% +36,880 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 70,804 $38.1M 4.27% +3,098 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 70,132 $37.8M 0.3% +9,554 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 69,940 $37.7M 2.72% +6,792 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 69,811 $37.6M 2.81% +5,265 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 69,774 $37.6M 0.52% +4,495 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 69,450 $37.4M 2.23% +450 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 69,211 $37.3M 27.01% -687 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 68,809 $37.1M 2.92% -899 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 68,791 $37.1M 2.76% +169 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 68,590 $37M 0.19% +28,590 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 68,452 $36.8M 23.82% +117 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 67,910 $36.6M 0.08% +2,798 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 67,812 $36.5M 5.35% +381 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 67,750 $36.5M 18.97% +346 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 67,672 $36.5M 0.36% +41,048 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 67,574 $36.4M 1.33% +2,762 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 67,288 $36.3M 10.13% +51,963 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 66,414 $35.9M 1.3% -407 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 66,368 $35.8M 20.08% +60,770 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 66,336 $35.7M 1.08% +3,399 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 65,989 $35.6M 1.29% +977 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 65,656 $35.4M 0.99% +5,309 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 65,268 $35.2M 15.59% -1,824 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 65,262 $35.2M 4.58% -11,460 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 65,260 $35.2M 9.45% +407 13F-HR Timeline Group MESIROW FINANCIAL INVESTMENT MANAGEMENT… More: the full row for MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 65,142 $35.1M 35.67% -3,977 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 64,829 $34.9M 0.01% +3,203 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 64,518 $34.8M 8.02% +15,907 13F-HR/A Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 64,340 $34.7M 23.4% -1,334 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 63,945 $34.5M 3.36% +777 13F-HR/A Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 63,738 $34.3M 4.19% +4,468 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 63,585 $34.3M 0.64% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 63,483 $34.2M 3.58% +14,085 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 63,241 $34.1M 30.82% 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 62,469 $33.7M 11.52% +24,425 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 62,307 $33.6M 0.44% +281 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 61,986 $33.4M 1.37% +2,957 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 61,985 $33.4M 18.02% -1,359 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 61,720 $33.3M 6.61% +4,582 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 61,700 $33.2M 8.54% -1,137 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 61,600 $33.2M 9.49% +2,210 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 61,483 $33.1M 1.39% -16,796 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 61,207 $33M 6.92% +5,714 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 60,891 $32.8M 30.8% -7,522 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 60,761 $32.7M 2.63% +1,934 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 60,502 $32.6M 6.41% +4,308 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 60,461 $32.6M 22.96% +2,638 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,066 $32.4M 0.48% +2,970 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 60,072 $32.3M 2.05% +8,363 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 59,633 $32.1M 0.94% +510 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 59,501 $32.1M 0.5% +8,394 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,278 $31.9M 1.81% -21,855 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 59,077 $31.8M 1.11% -1,315 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 58,696 $31.6M 17.52% -52 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 58,594 $31.6M 15.93% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 58,502 $31.5M 0.47% +2,424 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 58,303 $31.4M 0.4% -49,340 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 58,303 $31.4M 0.68% +45,545 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 58,146 $31.3M 1.54% +1,664 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 57,797 $31.1M 22.16% +193 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 55,142 $30.7M 1.74% +1,101 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 56,760 $30.6M 3.87% +1,790 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,540 $30.5M 1.71% +13,320 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 56,494 $30.4M 6.5% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 56,266 $30.3M 0.86% +551 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 56,136 $30.2M 2.11% -19,651 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 56,136 $30.2M 2.82% -1,386 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 56,114 $30.2M 1.53% +23,563 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 56,029 $30.2M 4.09% +1,871 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 53,415 $29.9M 11.66% -1,018 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 55,469 $29.9M 1.22% -5,301 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 55,425 $29.8M 1.54% +21,561 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 55,195 $29.7M 15.7% -4,467 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 54,843 $29.5M 22.52% +1,805 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 54,558 $29.4M 0.57% -334 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 54,545 $29.4M 11.85% -11,471 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 54,410 $29.3M +782 Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 54,289 $29.3M 1.13% +16,762 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 54,083 $29.1M 4.12% +60 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 53,858 $29M 0.54% +2,574 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 53,631 $28.9M 8.38% +1,420 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 53,601 $28.9M 5.32% +565 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 52,737 $28.4M 3.86% +752 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 52,747 $28.4M 6.67% +8,323 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 52,326 $28.4M 3.08% -47,718 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 52,583 $28.3M 9.31% +98 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 52,541 $28.3M 0.67% -25,100 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 52,170 $28.1M 9.1% +1,498 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 51,955 $28M 6.99% -4,400 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 51,950 $28M 5.7% +257 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 51,776 $27.9M 0.29% +3,484 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 51,750 $27.9M 0.44% +421 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 51,378 $27.7M 1.5% +172 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 51,065 $27.5M 1.09% +5,904 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 51,059 $27.5M 6.84% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 50,771 $27.4M 9.11% +287 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 50,616 $27.3M 6.21% -1,352 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 50,553 $27.2M 0.03% -315 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 50,500 $27.2M 0.51% +4,600 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 50,372 $27.1M 3.88% +1,168 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 50,267 $27.1M 23.43% +3,016 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 49,675 $26.8M 9.44% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 49,659 $26.8M 1.64% +5,912 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 49,420 $26.6M 0.36% -993 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 49,216 $26.5M 20.28% +783 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 48,749 $26.3M 7.3% +11,356 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 48,728 $26.3M 1.46% +46,445 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 48,691 $26.2M 10.3% -963 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 48,500 $26.1M 2.98% +4,012 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 48,270 $26M 0.31% -70,574 13F-HR Timeline Group Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 48,062 $25.9M 24.34% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 47,777 $25.7M 10.96% +4,182 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 47,770 $25.7M 0.83% -59 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 47,624 $25.7M 13.18% +307 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 47,416 $25.5M 11.9% +593 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 47,018 $25.3M 0.48% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 46,774 $25.2M 0.46% -763 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 46,317 $25M 0.24% +3,282 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 46,091 $24.8M 19.04% 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,963 $24.8M 0.81% +3,514 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 45,955 $24.8M 9.71% +3,091 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 45,729 $24.6M 0.55% -13,535 13F-HR Timeline Group KilterHowling LLC More: the full row for KilterHowling LLC 44,257 $24.6M 14.05% +1,917 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 45,250 $24.4M 0.94% +2,797 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 45,058 $24.3M 3.02% +5,300 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 45,000 $24.2M 11.76% 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 44,839 $24.2M 6.98% -306 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 44,811 $24.1M 9.05% +1,939 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 44,721 $24.1M 1.02% +1,813 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 44,696 $24.1M 1.52% -2,366 13F-HR Timeline Group