VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,164,131 $343M +106,329 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,620,723 $133M 0.01% +41,042 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,598,757 $132M 0.08% +25,715 13F-HR Timeline Group KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 927,845 $76.4M 14.76% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 616,353 $50.8M 0.01% +43,910 13F-HR Timeline Group Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 571,525 $47.1M 30.2% -1,775 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 483,384 $39.8M 2.49% +3,908 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 460,280 $37.9M 0.29% +62,854 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 455,867 $37.5M 0.01% +14,336 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 432,269 $35.6M 0.34% -6,774 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 226,203 $29.6M 0.06% 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 318,254 $26.2M 9.45% +30,406 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 313,891 $25.8M 0.37% -2,167 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 311,309 $25.6M 0.01% -510 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 305,254 $24.7M 0.35% +1,140 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 268,473 $22.1M 0.03% +11,046 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 257,549 $21.2M 7.48% -16,466 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 246,124 $20.3M 0.02% -2,383 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 244,109 $20.1M 5.89% +59,820 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 243,546 $20.1M <0.01% -2,200 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 238,759 $19.7M 2% -6,810 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 235,260 $19.4M +6,443 Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 234,590 $19.3M 1.16% +61,982 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 221,149 $18.2M 0.02% +133,852 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 220,509 $18.2M 0.08% +26,183 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 200,730 $16.5M 4.71% +4,972 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 200,454 $16.5M 0.02% +10,707 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 195,053 $15.8M 0.01% +27,721 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 190,573 $15.7M 0.02% +12,409 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 169,253 $13.9M 0.17% +22,510 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 164,872 $13.6M <0.01% +14,866 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 156,368 $12.9M 0.63% -7,815 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 156,183 $12.9M -5,940 Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 144,564 $11.9M 7.64% +1,945 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 139,089 $11.5M 2.84% -18,520 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 135,607 $11.2M 0.12% -1,096 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 134,564 $11.1M <0.01% +19,090 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 134,393 $11.1M 0.4% +560 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 132,891 $10.9M 0.79% -5 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 127,121 $10.5M +122,719 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 124,727 $10.3M 0.19% -1,372 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 123,020 $10.1M 0.33% +1,698 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 120,424 $9.92M 0.04% +115,433 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 120,137 $9.89M 0.44% -5,347 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 110,347 $9.09M 0.69% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 105,950 $8.72M 0.63% -13,370 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 104,488 $8.6M 0.1% +306 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 103,016 $8.48M 1.76% -51,031 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 95,680 $7.88M 4.26% +2,356 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95,256 $7.84M <0.01% -655 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 93,857 $7.73M +1,518 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 92,093 $7.58M 0.01% +3,354 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 91,904 $7.57M 4.11% +4,772 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 88,137 $7.26M 0.74% +21 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,226 $7.1M 0.08% +2,642 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 82,589 $6.8M 0.01% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 82,246 $6.77M 0.1% -1,441 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 80,589 $6.64M 2.42% +16,131 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 80,154 $6.6M 0.41% -524 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 80,017 $6.59M 0.82% +2,025 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 77,659 $6.39M 0.83% -1,716 13F-HR/A Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 76,387 $6.29M 1.71% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 75,557 $6.22M 0.02% -89 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 71,869 $5.92M <0.01% +1,465 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 69,688 $5.74M 1.25% +6,855 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 69,287 $5.71M 4.3% -178 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 68,059 $5.6M 0.01% +5,873 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 61,805 $5.09M 2.53% +725 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,377 $5.05M 0.01% +1,725 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 61,277 $5.05M 0.14% +940 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 61,124 $5.03M 0.1% -4,884 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 60,742 $5M 1.75% +2,076 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 58,316 $4.8M 0.37% +485 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 54,584 $4.49M 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 53,483 $4.4M 0.01% +666 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 52,553 $4.33M 2.6% +8,290 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,979 $4.2M 0.01% +1,411 13F-HR/A Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 54,924 $4.16M 0.65% +27,530 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 50,200 $4.13M 0.95% +8,212 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 50,166 $4.13M 0.05% +30,136 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 48,816 $4.02M 0.01% +4,546 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 46,915 $3.86M 0.87% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 43,914 $3.62M 0.29% -3,570 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 43,732 $3.6M 2.25% -1,600 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 46,910 $3.59M 0.01% +20,805 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 43,553 $3.52M 1.02% +727 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 42,419 $3.49M <0.01% new 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 42,746 $3.49M 0.51% -468 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 42,218 $3.48M 0.01% -1,682 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 42,022 $3.46M 1.36% -66 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,538 $3.42M 0.3% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41,193 $3.39M 0.43% +276 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 40,262 $3.32M 0.05% +279 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 39,219 $3.23M 0.61% +2,835 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 39,191 $3.23M 0.03% +123 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,776 $3.03M <0.01% +20,080 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 36,506 $3.01M <0.01% +15,602 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 36,491 $3M 0.47% +2,490 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 36,426 $3M 0.85% -264 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 36,402 $3M 0.01% -7,295 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,653 $2.93M 0.02% +8,938 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 33,745 $2.78M <0.01% -7,557 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 32,529 $2.68M 0.5% +4,360 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,369 $2.67M 0.01% -19,499 13F-HR/A Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 32,087 $2.65M 0.83% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 31,981 $2.63M 0.1% +11,500 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 31,773 $2.62M 0.25% -346 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 31,570 $2.6M 0.04% -2,517 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 31,430 $2.59M 0.4% -1,905 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 30,792 $2.54M <0.01% -689 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 30,336 $2.5M 0.38% +37 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 30,313 $2.5M 0.04% +5,046 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 30,180 $2.49M 0.01% +2,789 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 29,645 $2.44M 0.18% new 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 29,645 $2.44M 1.26% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 29,325 $2.41M 1.07% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 29,103 $2.4M 0.09% +1,533 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 27,453 $2.26M 0.2% -359 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 25,902 $2.13M 0.25% -1,782 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,457 $2.1M 0.03% -28 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25,455 $2.1M 0.31% -778 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 24,092 $1.98M 0.74% +94 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 23,477 $1.93M 0.17% +170 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,297 $1.84M 0.09% +18 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 21,634 $1.78M 0.16% -624 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,272 $1.75M <0.01% -570 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 20,788 $1.71M 0.35% -986 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 20,305 $1.67M 0.11% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 19,840 $1.63M 0.79% -971 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 19,790 $1.63M <0.01% +3,464 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 19,728 $1.62M 0.84% +4,147 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,148 $1.58M 0.02% -869 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHOREO, LLC More: the full row for CHOREO, LLC 18,900 $1.56M 0.02% +1,000 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,610 $1.53M 0.01% +9,141 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,478 $1.52M 0.07% +2,859 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,346 $1.5M <0.01% +311 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 18,065 $1.49M 0.38% -421 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 17,980 $1.48M 0.11% -21 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 17,864 $1.47M 0.88% +1,096 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 17,836 $1.47M 0.71% +430 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,809 $1.47M 0.03% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,798 $1.47M <0.01% -3,140 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 17,623 $1.45M 0.12% -127 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,730 $1.45M <0.01% -978 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,440 $1.44M <0.01% -655 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 17,437 $1.44M 0.77% -3,377 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,077 $1.43M 0.03% +155 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 17,255 $1.42M 0.46% -52 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,044 $1.4M 0.03% +203 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 16,960 $1.4M 0.51% +129 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,958 $1.4M 0.01% -719 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,934 $1.39M 0.02% +2,500 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 16,779 $1.38M 0.53% +166 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,676 $1.37M 0.02% -138 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,409 $1.35M 0.1% -874 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,976 $1.32M 0.01% +1,870 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 15,925 $1.31M 0.15% -284 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,793 $1.3M <0.01% +2,254 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,402 $1.27M 0.9% -4 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 14,906 $1.22M 0.11% +13,334 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 14,719 $1.21M 0.1% +379 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,552 $1.2M 0.02% +130 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,850 $1.18M 0.01% -1,890 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,189 $1.17M 0.16% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,159 $1.17M 0.01% +38 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,859 $1.14M 0.15% -738 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,837 $1.13M 0.03% +105 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,723 $1.13M 0.35% -1,552 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,696 $1.13M 0.02% -697 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 13,579 $1.12M 0.69% -269 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 13,458 $1.11M 0.14% +90 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 13,375 $1.1M 0.46% -795 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 13,278 $1.09M 0.11% +4,069 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,209 $1.09M <0.01% +9 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 13,351 $1.08M 0.13% +4,737 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 13,115 $1.08M 0.13% -132 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,990 $1.07M 0.31% +2,778 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 12,615 $1.04M 0.79% +1,115 13F-HR Timeline CHILTON INVESTMENT CO INC. 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