FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 50,224 $32.4M 8.86% +1,412 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 54,051 $32.3M 6.79% -2,474 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 53,950 $32.2M 3.93% +647 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 53,949 $32.2M 1.73% +5,721 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 53,864 $32.2M 0.91% +6,640 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 53,737 $32.1M 2.56% +1,860 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 53,718 $32.1M 12.61% +469 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 53,453 $31.9M 10.97% +1,271 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 53,420 $31.9M 0.17% +17,477 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 53,120 $31.7M 3.02% -17,232 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 52,725 $31.5M 0.57% +4,319 13F-HR/A Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 52,656 $31.5M 23.78% +11,604 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 52,427 $31.3M 26.91% -14 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 52,126 $31.1M 0.98% -9,302 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 51,710 $30.9M 0.67% +12,203 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 51,516 $30.8M 0.35% -98 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 51,510 $30.8M 0.38% -2,189 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 51,505 $30.8M 1.04% -774 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 51,319 $30.7M 29.95% -1,930 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 50,775 $30.3M 0.94% +5,723 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 50,727 $30.3M 6.19% +9,155 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 50,605 $30.2M 1.69% +301 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 50,493 $30.2M 9.33% -7,956 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 50,360 $30.1M 3.55% +27,048 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 50,142 $30M 20.35% +2,140 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 50,012 $29.9M 5.64% -3,044 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 49,791 $29.8M 15.01% +821 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 49,741 $29.7M 14.12% +1,843 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 49,675 $29.7M 75.52% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 49,494 $29.6M 0.25% -15,273 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 49,427 $29.5M 23.07% -2,357 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,086 $29.3M 1.39% -103 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 49,012 $29.3M 16.36% +25,865 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 48,974 $29.3M 14.03% +2,829 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 48,891 $29.2M 9.69% -6,450 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 48,758 $29.1M 2.45% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 48,650 $29.1M 0.89% +1,125 13F-HR/A Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 48,272 $28.8M 7.92% +4,931 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 47,612 $28.5M 0.6% -655 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 47,586 $28.4M 6.59% -4,126 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 47,425 $28.3M 8.48% +345 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 47,424 $28.3M 3.22% +805 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 47,374 $28.3M 1.6% +24,984 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 46,724 $28.3M 0.58% -20 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 47,219 $28.2M 24.55% +35 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 47,133 $28.2M 1.49% +572 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 47,056 $28.1M 15.73% -3,487 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 46,944 $28.1M 10.3% +13,182 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 46,544 $28M 4.48% +6,112 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 46,889 $28M 6.53% +711 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 46,839 $28M 0.46% +202 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 46,793 $28M 2.17% -1,138 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 46,735 $27.9M 26.14% +630 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 42,851 $27.9M 23.13% -2,184 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 46,636 $27.9M 7.39% +915 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 46,212 $27.6M 2.38% +5,668 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 45,621 $27.3M 5.71% +785 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 45,552 $27.2M 0.53% +566 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 45,415 $27.1M 1.87% -12,340 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 45,204 $27M 7.54% -3,788 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 45,150 $27M 12.78% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 44,863 $26.8M 16.81% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 44,750 $26.7M 5.4% -5 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 44,620 $26.7M 4.43% +24 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 44,265 $26.7M 0.46% -16,611 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 43,965 $26.6M 10.13% +467 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,576 $26.6M 0.49% +3,784 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 44,528 $26.6M 3.27% +2,934 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 44,467 $26.6M 2.91% -515 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 44,460 $26.6M 9.77% +2,926 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 44,446 $26.6M 9.46% +1,408 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 44,435 $26.6M 5.98% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44,431 $26.5M 1.61% -281 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 44,427 $26.5M 10.86% +501 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 44,374 $26.5M 25% +1,764 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 44,285 $26.5M 18.3% +399 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 44,224 $26.4M 1.39% -7,425 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 44,180 $26.4M 9.06% +203 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $26.4M 14.89% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Greenline Partners, LLC More: the full row for Greenline Partners, LLC 44,095 $26.3M 2.83% +14,784 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 46,294 $26.3M 15.42% +2,695 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 43,593 $26M 0.85% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 43,490 $26M 8.61% +1,451 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 43,427 $25.9M 1.26% -1,829 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 43,346 $25.9M 0.86% -1,279 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 43,295 $25.9M 24.4% -82 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 43,286 $25.9M 0.02% +3 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 43,099 $25.8M 9.63% -184 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 43,053 $25.7M 0.55% +5,105 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 42,974 $25.7M 0.38% +3,498 13F-HR/A Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 42,723 $25.5M 13.64% +1,867 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 42,529 $25.4M 11.87% -9 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 42,517 $25.4M 3.32% -4,382 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 42,492 $25.4M 1.1% -1,035 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 42,225 $25.2M 0.56% new 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 42,177 $25.2M 1.72% -72 13F-HR Timeline EQ LLC More: the full row for EQ LLC 41,899 $25M 7.05% +318 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 41,815 $25M 21.13% -13,334 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 41,750 $24.9M 0.83% +565 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41,738 $24.9M 2.24% +3,446 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 41,600 $24.9M 0.58% +15,000 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 41,592 $24.8M 0.97% +1,131 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 41,480 $24.8M 6.35% -2,713 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 38,283 $24.8M 1.6% +336 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 41,364 $24.7M 15.58% +70 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 41,255 $24.7M +2,992 Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 41,241 $24.6M 2.79% -6,607 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 41,114 $24.6M 3.96% +6,056 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 41,021 $24.5M 10.71% -225 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 40,947 $24.5M 24.6% -1,190 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 40,730 $24.3M 18.37% +844 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 40,704 $24.3M 5.8% +652 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 40,265 $24.3M 10.05% +1,036 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 40,567 $24.2M 12.63% -864 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 40,527 $24.2M 1.36% +935 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 40,474 $24.2M 1.76% +322 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 40,372 $24.1M 7.49% +14,067 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 40,317 $24.1M 0.54% +4,279 13F-HR/A Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 40,157 $24M 12.18% +2,613 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 40,118 $24M 5.11% -218 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 40,067 $23.9M 3.63% +690 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 39,773 $23.8M 0.81% -1,669 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,631 $23.7M 0.79% -130 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 39,548 $23.6M 0.81% +2,177 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 39,486 $23.6M 0.9% +4,482 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 39,410 $23.5M 0.9% -12,066 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 39,373 $23.5M 0.42% -4,514 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 39,351 $23.5M 1.25% -17,118 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 39,299 $23.5M 0.18% -1,814 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 39,086 $23.4M 10.15% -701 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 39,030 $23.3M <0.01% -422 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 39,011 $23.3M 12.54% -573 13F-HR Timeline Busey Bank More: the full row for Busey Bank 38,952 $23.3M 0.63% +465 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 38,914 $23.3M 0.91% -1,523 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 38,884 $23.2M 9.74% +1,782 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 96,324 $23.2M 6.98% +52,164 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 38,829 $23.2M 9.01% -287 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 38,779 $23.2M 1.58% -160 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 38,573 $23M 1.02% +2,501 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 38,539 $23M 14.07% +796 13F-HR 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) 38,466 $23M 2.91% -55,541 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 38,423 $23M 4.88% +1,041 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 37,872 $23M 7.69% -399 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 38,372 $22.9M 1.72% +5,313 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 38,368 $22.9M 0.4% +20,744 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 36,529 $22.9M 0.45% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 38,317 $22.9M 1.34% -1,312 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 37,998 $22.7M -826 Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 37,987 $22.7M 7.42% -1,200 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 37,980 $22.7M 11.95% -1,185 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 37,925 $22.7M 7.62% +1,446 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. 37,876 $22.6M 0.41% -2,711 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 34,836 $22.5M 2.49% +4,906 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 37,617 $22.5M 0.88% +2,002 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37,483 $22.4M 5.03% +191 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 37,287 $22.3M 4.19% +14,601 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 37,264 $22.3M 2.44% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37,259 $22.3M 5.7% +2,802 13F-HR Timeline Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 37,200 $22.2M 5.12% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 37,106 $22.2M 2.77% +881 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 37,067 $22.1M 10.69% +5,528 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36,974 $22.1M 3.18% +403 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 36,953 $22.1M 1.03% +2,642 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 36,766 $22M 1.06% +53 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 36,690 $21.9M 1.96% -601 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 36,033 $21.9M 1.5% +13 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 36,415 $21.8M 0.88% +57 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36,260 $21.7M 0.6% -108 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 36,200 $21.6M 2.24% 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 36,090 $21.6M 4.91% +363 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 36,084 $21.6M 0.47% +399 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 35,952 $21.5M 2.23% +686 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35,946 $21.5M 2.26% -7,814 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 35,683 $21.3M 0.67% -1,001 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 35,628 $21.3M 14.21% -184 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 35,607 $21.3M 1.46% +2,209 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 35,492 $21.2M 0.14% +910 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 34,896 $21.1M 2.3% +1,448 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 35,365 $21.1M 0.29% +4,492 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 35,348 $21.1M 17.34% +36 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 35,299 $21.1M 0.34% 0 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 35,295 $21.1M 10.91% -2,613 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 35,213 $21M 1.26% +1,652 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 35,189 $21M 2.3% -1,690 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 35,134 $21M 10.43% +863 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 35,100 $21M 0.01% -8,000 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 35,047 $20.9M 1.44% +4,132 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 34,988 $20.9M 4.78% +1,535 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 34,985 $20.9M 7.75% +317 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 34,977 $20.9M 16.22% +21,612 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34,932 $20.9M 0.11% -20,770 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 34,924 $20.9M 2.13% +1,536 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 34,697 $20.7M 11.44% -3,436 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 34,602 $20.7M 2.47% +11,662 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 34,342 $20.5M 0.04% -190,556 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 34,300 $20.5M 5.03% +728 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 34,292 $20.5M 19.59% +1,874 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 34,224 $20.5M 6.23% -558 13F-HR Timeline Northstar Group, Inc. 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