Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 53,803 $33.8M 0.55% +5,605 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 53,699 $33.7M 0.38% +1,667 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 53,529 $33.6M 17.45% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 53,327 $33.4M 0.19% +4,175 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 53,303 $33.4M 4.04% -7,884 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 53,249 $33.4M 31.88% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 53,249 $33.4M 12.6% +1,525 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 53,056 $33.3M 5.62% +2 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 52,931 $33.2M 17.32% -3,859 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 52,734 $33.1M 1.19% -290 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 52,641 $33M 7.75% +896 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 52,501 $32.9M 13.87% +763 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 52,441 $32.9M 26.16% +2,899 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 52,279 $32.8M 1.12% +4,223 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 52,182 $32.7M 11.45% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 51,975 $32.6M 7.5% +3,416 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 51,927 $32.6M 8.02% +923 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 51,877 $32.5M 2.53% +7,212 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 51,860 $32.5M 1.79% +121 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 51,784 $32.5M 24.24% +750 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 51,712 $32.4M 7.56% +9,613 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 51,657 $32.4M 1.18% -357 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 51,649 $32.4M 1.43% +1,448 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 51,614 $32.4M 0.36% +155 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 51,476 $32.3M 1.18% +32,366 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 50,860 $31.9M 27.75% 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 50,543 $31.7M 17.06% +15,077 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 50,304 $31.5M 1.69% -4,388 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 50,132 $31.4M 7.18% +5,590 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 49,675 $31.2M 10.51% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,189 $30.8M 1.49% +4,787 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 48,992 $30.7M 8.76% -17,148 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 48,970 $30.7M 15.57% +1,794 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 48,812 $30.6M 9.16% +6,777 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 48,758 $30.6M 2.44% -3,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 48,406 $30.4M 0.56% -71 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 48,267 $30.3M 0.63% -924 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 48,228 $30.2M 1.63% +4,200 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 48,002 $30.1M 19.05% +2,960 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 47,898 $30.1M 14.29% +1,786 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 47,931 $30.1M 2.29% -531 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 47,848 $30M 2.33% +22,658 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 47,768 $30M 2.92% -25,105 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 47,525 $29.8M 1.1% -859 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 46,744 $29.7M 0.62% +3,112 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 47,224 $29.6M 0.86% -2,074,285 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 47,184 $29.6M 26.02% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 47,080 $29.5M 8.75% -3,603 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 47,061 $29.5M 9.8% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 46,899 $29.4M 3.65% -64,111 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 46,637 $29.2M 0.58% +5,495 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 46,619 $29.2M 3.32% +800 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 46,561 $29.2M 1.59% +664 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 46,178 $29M 6.67% +1,574 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 46,145 $28.9M 14.01% +1,121 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 46,105 $28.9M 27.48% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 45,721 $28.7M 7.82% +797 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 44,953 $28.4M 1.08% +14,895 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 45,256 $28.4M 1.38% -420 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 45,150 $28.3M 13.86% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 45,052 $28.3M 0.89% +2,580 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 45,035 $28.2M 24.29% -7,203 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 44,986 $28.2M 0.55% -58,949 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 44,982 $28.2M 2.68% +14 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 44,836 $28.1M 6.23% +463 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 44,755 $28.1M 5.41% -6,600 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44,712 $28M 1.76% +600 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 44,625 $28M 0.91% +34,740 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 44,596 $28M 4.62% +312 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 43,926 $27.8M 11.1% +106 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 44,193 $27.7M 7.52% -1,036 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 44,160 $27.7M 8.01% +4,146 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 43,977 $27.6M 10.4% +108 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 43,887 $27.5M 0.46% -1,299 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 43,886 $27.5M 18.25% +500 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 43,760 $27.4M 3.16% +4,939 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 43,498 $27.4M 10.84% -2,624 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 43,593 $27.3M 0.91% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 43,527 $27.3M 1.14% -37 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 43,377 $27.2M 28.77% 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 43,341 $27.2M 7.17% +2,460 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 43,283 $27.1M 9.83% -617 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 43,283 $27.1M 0.02% -2,315 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 43,102 $27M 1.28% +8,250 13F-HR/A Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 43,100 $27M 0.01% +1,000 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 43,038 $27M 9.82% +313 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 42,893 $26.9M 2.56% +5,903 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 42,610 $26.7M 26.62% +6,190 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 42,538 $26.7M 12.6% -758 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 42,039 $26.6M 10.1% +1,800 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 42,249 $26.5M 1.79% new 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 42,137 $26.4M 24.09% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 41,594 $26.1M 3.28% +4,074 13F-HR Timeline EQ LLC More: the full row for EQ LLC 41,581 $26.1M 7.52% +1,139 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 41,572 $26.1M 6.33% +21,537 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 41,534 $26M 10.09% -1,494 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,442 $26M 0.87% +1,545 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 41,431 $26M 12.5% -82 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 41,294 $25.9M 16.37% -79 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 41,246 $25.9M 23.34% -129 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 41,113 $25.8M 0.18% -8,308 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 41,185 $25.8M 0.85% +714 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 41,052 $25.7M 18.92% +23,463 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 40,955 $25.7M 0.88% +8,821 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $25.6M 15.49% 13F-HR Timeline Amount filed as zero, left out of ratios. Pearl Planning LLC More: the full row for Pearl Planning LLC 40,856 $25.6M 15.67% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,792 $25.6M 0.48% -149 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. 40,587 $25.5M 0.49% +2,335 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 40,544 $25.4M 2.15% +4,324 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,761 $25.4M 0.83% -344 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 40,461 $25.4M 1.22% +2,291 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 40,437 $25.4M 1% -1,350 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 40,432 $25.4M 4.42% +30,315 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 40,336 $25.3M 5.72% -45 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 40,152 $25.2M 1.88% -575 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 39,787 $25.2M 10.29% -1,071 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 40,052 $25.1M 6.52% +208 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 39,886 $25M 19.07% +343 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 39,766 $24.9M 1.06% -809 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,629 $24.9M 1.47% -58 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 39,592 $24.8M 1.32% -399 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 39,584 $24.8M 13.12% +5,552 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 39,507 $24.8M 0.52% new 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 43,599 $24.8M 16.07% +288 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 39,476 $24.8M 0.38% +2,835 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 39,452 $24.7M <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 39,377 $24.7M 3.69% +6,817 13F-HR Timeline InvesTrust More: the full row for InvesTrust 39,289 $24.6M 9.53% +50 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 39,229 $24.6M 10.32% +1,862 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 39,187 $24.6M 8.7% -1,548 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 39,165 $24.6M 13.06% 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 39,116 $24.5M 10.61% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 38,995 $24.5M 0.64% +669 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 38,939 $24.4M 1.64% +258 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 38,824 $24.3M -1,802 Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 38,271 $24.2M 8.26% -204 13F-HR Timeline Busey Bank More: the full row for Busey Bank 38,487 $24.1M 0.64% +4,195 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 38,133 $24.1M 12.83% -2,852 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 38,292 $24M 2.13% +2,471 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 38,263 $24M +2,277 Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 37,948 $23.8M 0.46% 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 37,947 $23.8M 1.63% -666 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 37,908 $23.8M 8.72% -164 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 37,743 $23.7M 13.06% +1,376 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 37,544 $23.5M 12.58% +1,224 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 37,382 $23.4M 5.03% +75 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 37,305 $23.4M 3.61% +6,722 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 37,371 $23.4M 0.78% -316 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37,292 $23.4M 5.59% +617 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 37,291 $23.4M 2.08% +30,188 13F-HR Timeline Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 37,200 $23.3M 5.9% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 37,102 $23.3M 9.74% -6 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 36,939 $23.2M 8.28% +1,274 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 36,895 $23.1M 4.44% +7,845 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 36,879 $23.1M 2.49% +268 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 36,713 $23M 1.13% -312 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 36,684 $23M 1% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36,571 $22.9M 3.12% -2,098 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 36,529 $22.9M 0.45% +30,482 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 36,510 $22.9M 0.08% +34,389 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 36,479 $22.9M 7.83% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 36,423 $22.8M 8.76% +938 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36,368 $22.8M 0.63% -747 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 36,358 $22.8M 0.86% -1,518 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 36,225 $22.7M 2.85% -337 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,072 $22.6M 1.02% +396 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,038 $22.6M 0.5% +5,908 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 36,020 $22.6M 1.67% +1,308 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 35,943 $22.5M 0.12% -563 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 35,812 $22.5M 14.77% 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 35,727 $22.4M 5.01% -4,797 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 35,685 $22.4M 0.5% -592 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 35,615 $22.3M 0.85% -754 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 35,312 $22.1M 20.65% 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 35,299 $22.1M 0.41% 0 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 35,266 $22.1M 2.3% +1,498 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 35,253 $22.1M 0.41% +993 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 35,058 $22M 3.58% +144 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 35,004 $22M 1.01% +9,858 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 69,924 $21.9M 1.04% +68,240 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 34,782 $21.8M 6.87% -47,752 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 34,701 $21.8M 2.96% +377 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 34,668 $21.7M 8.66% -5,412 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 34,582 $21.7M 0.15% -2,957 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 34,465 $21.6M 6.54% -224 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34,457 $21.6M 6.08% -1,845 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 34,345 $21.5M 0.27% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 34,311 $21.5M 0.98% -550 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 34,271 $21.5M 10.77% -303 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 33,998 $21.3M 16.03% +1,673 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 33,910 $21.3M 3.35% -4,540 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 33,762 $21.2M 7.42% +11,305 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 33,761 $21.2M 0.56% +1,138 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 33,751 $21.2M 0.69% +146 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 33,572 $21.1M 5.16% +414 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 33,561 $21M 1.25% +1,632 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 33,453 $21M 4.67% +2,729 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 33,448 $21M 3.12% +1,500 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 33,398 $20.9M 1.4% +30,197 13F-HR/A Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 33,388 $20.9M 2.14% +288 13F-HR Timeline