HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,123 $13.2M 0.36% +877 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,120 $13.2M 2.98% +5,210 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 21,015 $13.2M 3.94% -20 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 20,988 $13.2M 2.69% +8,974 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 20,981 $13.2M 12.26% +1,175 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 20,940 $13.1M 3.18% -3,395 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,915 $13.1M 2.66% +211 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 20,782 $13M 2.73% +2,271 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 145,565 $13M 5.21% -241 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 20,748 $13M 2.78% -650 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 20,708 $13M 0.93% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,658 $13M 0.02% +191 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20,654 $13M 4.13% +1,103 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 20,648 $12.9M +1,155 Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 20,638 $12.9M 11.95% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,602 $12.9M 0.61% +480 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 20,540 $12.9M 1.43% +1,620 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,507 $12.9M 1.03% -276 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 20,418 $12.8M 0.24% -390 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 20,342 $12.8M 3.57% -1,122 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 20,304 $12.7M 0.17% +4,779 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 20,278 $12.7M 0.39% +2,226 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 20,267 $12.7M 10.64% -6,792 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 20,237 $12.7M +368 Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 20,228 $12.7M 4.56% -8,182 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 20,823 $12.6M 5.87% +16 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 20,025 $12.6M 2.76% +523 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 19,983 $12.5M 0.69% +1,982 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 19,888 $12.5M 0.73% +2,346 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 19,821 $12.4M 1.07% +9,540 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 19,522 $12.4M 0.87% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 19,792 $12.4M 2.08% -69 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 19,779 $12.4M 10.56% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 19,779 $12.4M 0.35% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 19,669 $12.3M 0.34% -1,150 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 19,631 $12.3M 7.01% +33 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 19,585 $12.3M 5.32% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 19,576 $12.3M 4.78% +90 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 19,575 $12.3M 12.04% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19,551 $12.3M 2.87% -1,282 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 19,310 $12.1M 5.42% +20 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 19,271 $12.1M 0.47% +12,370 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 19,269 $12.1M 0.13% +8,326 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,248 $12.1M 0.55% -1,626 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 19,200 $12M 0.95% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 19,159 $12M 3.99% -304 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 19,157 $12M 16.85% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 19,151 $12M 0.34% +4,717 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 19,145 $12M 0.71% +723 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 19,055 $11.9M 1.24% -1,034 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 19,039 $11.9M 1.13% -273 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 18,961 $11.9M 12.69% 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 18,957 $11.9M 1.48% +826 13F-HR/A Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 18,953 $11.9M 0.49% +4,757 13F-HR/A Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 18,821 $11.8M 6.22% +11 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,814 $11.8M 0.78% +5,303 13F-HR/A Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,788 $11.8M 1.65% -106 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 18,778 $11.8M 0.03% +3,832 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,592 $11.7M 0.76% -206 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,635 $11.7M 1.63% +952 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 363,792 $11.7M 0.93% +35,058 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,525 $11.6M 3.12% -2,956 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,465 $11.6M 0.58% +387 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,445 $11.6M 1.68% -2,885 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,398 $11.5M 1.91% +1,060 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 18,383 $11.5M 2.52% -2,758 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,383 $11.5M 0.28% +719 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 18,380 $11.5M 7.49% -989 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 18,332 $11.5M 0.91% +191 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,318 $11.5M 1.01% +24 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 18,309 $11.5M 0.35% +708 13F-HR Timeline Group BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 18,138 $11.5M 4.72% -760 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,257 $11.4M 0.45% +132 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,202 $11.4M 0.72% +2,766 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 18,175 $11.4M 5.96% +419 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,108 $11.4M 0.86% -27 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 18,103 $11.4M 3.3% +1 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 18,098 $11.3M 0.36% -327 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 18,091 $11.3M 4.38% +1,055 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 18,029 $11.3M 0.86% +275 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 17,965 $11.3M 0.16% +1,153 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 17,758 $11.1M 9.28% 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 17,738 $11.1M 9.81% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,573 $11.1M 1.25% -1,718 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,624 $11.1M 0.2% +4,101 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,473 $11M 0.6% +727 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,444 $10.9M 0.36% +681 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 17,402 $10.9M 1.1% +42 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,362 $10.9M 0.14% -338 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 17,347 $10.9M 0.01% +14,752 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 17,307 $10.9M 0.57% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 17,270 $10.8M 6.95% -73 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 17,249 $10.8M 4.75% +500 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,164 $10.8M 0.22% +335 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 17,140 $10.7M 0.8% -1,278 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 17,263 $10.7M 0.09% -5,356 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 16,992 $10.7M 5.92% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 16,987 $10.7M 2.01% -16,845 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 16,930 $10.6M 5.56% +1,084 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 16,900 $10.6M 1.14% +2,446 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 16,895 $10.6M 1.96% +620 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 16,865 $10.6M 2.14% -205 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 16,855 $10.6M 2.89% +2,155 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 16,842 $10.6M 2.24% +280 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 16,834 $10.6M 1.31% +1,484 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 16,811 $10.5M +2,603 Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,760 $10.5M 0.76% +5,570 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 16,758 $10.5M 2.36% -412 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 16,744 $10.5M 4.71% +320 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,728 $10.5M 4.44% +77 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,728 $10.5M 0.88% -504 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 16,652 $10.4M 2.03% +1,102 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 16,621 $10.4M 1.77% +450 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 16,485 $10.4M 2.58% +567 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,547 $10.4M 0.35% -12,892 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 16,528 $10.4M 9.44% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,514 $10.4M 0.55% +10,271 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 18,242 $10.3M 1.99% -338 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 16,397 $10.3M 8.16% -746 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 16,396 $10.3M 2.27% +717 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 16,389 $10.3M 2.57% +1,822 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 16,389 $10.3M 0.18% -1,462 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,383 $10.3M 0.18% +987 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 16,298 $10.2M 0.34% +2,480 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,283 $10.2M 1.29% 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 16,271 $10.2M 8.97% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 16,260 $10.2M 0.09% -4,149 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 16,251 $10.2M 1.98% -366 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 16,215 $10.2M 3.94% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 16,207 $10.2M 2.72% 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 16,179 $10.1M 2.16% -96 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 16,177 $10.1M 0.17% 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 16,173 $10.1M 6.81% -360 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 16,173 $10.1M 4.13% -8,136 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 16,138 $10.1M 0.02% -108,100 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,123 $10.1M 4.57% +1,336 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,102 $10.1M 0.42% +41 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,087 $10.1M 2.06% -542 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,084 $10.1M 1.41% -1,722 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,885 $10.1M 1.02% +525 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 16,055 $10.1M 1.48% -42 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 16,045 $10.1M 1.23% +3,024 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,022 $10M 0.47% +493 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,736 $10M 2.1% -483 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,008 $10M 4.29% +412 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,994 $10M 0.52% +201 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 15,916 $9.98M 9.74% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 15,840 $9.93M 0.15% -2,423 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15,696 $9.84M 3.65% +567 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 15,685 $9.84M 4.01% -23 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,664 $9.82M 0.15% +49 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 15,646 $9.81M 1.05% -1,200 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 15,638 $9.81M 3.99% -742 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,614 $9.79M 1.5% +6,410 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 15,468 $9.7M 2.84% -574 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17,018 $9.69M 0.64% +64 13F-HR Timeline Group Oath Planning, LLC More: the full row for Oath Planning, LLC 15,426 $9.67M 9.55% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,414 $9.67M 0.13% +4,167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15,371 $9.64M 2.98% +13,791 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,369 $9.64M 0.58% -2,859 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 15,333 $9.62M 0.03% +609 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,327 $9.61M 0.54% +523 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 15,295 $9.59M 5.07% 13F-HR/A Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 15,286 $9.59M 6.07% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15,247 $9.56M 5.36% +933 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15,236 $9.55M 3.35% -507 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,223 $9.55M 5.5% -172 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,183 $9.52M 0.33% -85 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 15,170 $9.51M 2.91% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,157 $9.51M 0.78% +2,897 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,103 $9.47M 2.27% -36 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 15,096 $9.47M 4.85% -537 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,883 $9.45M 0.53% +666 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,049 $9.44M 1.74% +71 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,990 $9.4M 0.42% -714 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,977 $9.39M 0.42% -121 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 14,964 $9.38M 1.81% -197 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 14,947 $9.37M 1.55% -1,111 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 14,874 $9.33M 2.75% -1,852 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 14,852 $9.31M 2.79% +1,747 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 14,826 $9.3M 1.58% +26 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 14,819 $9.29M 0.76% +348 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 14,807 $9.29M 3.49% +314 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 14,794 $9.28M 2.09% -480 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 14,790 $9.28M 3.36% 0 13F-HR Timeline Group Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 14,724 $9.23M 5.28% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,706 $9.22M 1.07% +5,168 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 14,627 $9.17M 4.17% +3,057 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 14,610 $9.16M 5.42% -56 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 14,549 $9.12M 0.91% +2,358 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,520 $9.11M 0.6% +1,718 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 14,501 $9.09M 5.54% +4,168 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,480 $9.08M 0.98% -660 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 14,473 $9.08M 5.18% +314 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 14,472 $9.08M 0.13% +435 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,452 $9.06M 0.99% +83 13F-HR Timeline Sage Financial Management Group, Inc. 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