Atria Investments, Inc More: the full row for Atria Investments, Inc 14,116 $1.99M 0.02% +9,696 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,082 $1.99M 0.01% +687 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 13,994 $1.97M 1.25% -1 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,786 $1.94M 0.88% +51 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 13,676 $1.93M 0.01% new 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 13,502 $1.9M 0.49% +171 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,499 $1.9M 0.01% +2,018 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 13,478 $1.9M 0.27% +5,309 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 13,246 $1.87M 0.25% -11,051 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,183 $1.86M 0.13% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 13,143 $1.85M 1.34% +600 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,064 $1.84M 0.02% +12 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 12,916 $1.82M 0.91% +1,133 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,823 $1.81M 0.05% +18 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,762 $1.8M 0.05% -12,579 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 12,728 $1.8M 0.29% +3,267 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 12,714 $1.79M 0.24% +40 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,624 $1.78M 0.03% +1,697 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 12,615 $1.78M 1.59% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,549 $1.77M 0.03% +150 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,498 $1.76M 0.15% +1 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 12,406 $1.75M 0.35% +8,218 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,346 $1.74M 0.08% +625 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,344 $1.74M 0.06% -4 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,205 $1.72M 0.34% -395 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,205 $1.71M 0.02% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,054 $1.7M 0.1% +511 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12,047 $1.7M 0.66% +389 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 11,922 $1.68M 0.01% +3,285 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,919 $1.68M <0.01% -237 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,870 $1.67M 0.01% +9,395 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,819 $1.67M 0.89% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,816 $1.67M 0.35% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,792 $1.66M 0.12% +400 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,315 $1.64M 0.83% +86 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,526 $1.63M 0.22% new 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 11,285 $1.59M 1.2% -745 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,196 $1.58M 0.1% +55 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,165 $1.57M <0.01% +240 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,104 $1.57M 0.07% +49 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 11,042 $1.56M 0.71% +796 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,017 $1.55M 0.16% +20 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,004 $1.55M 0.05% +1,083 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,971 $1.55M 0.12% +351 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 10,969 $1.55M 1.05% -8,595 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,960 $1.55M 0.06% -8,934 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 10,899 $1.54M 0.21% +205 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,844 $1.53M 0.03% +720 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 10,800 $1.52M 0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 10,446 $1.52M 0.25% +10,320 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,734 $1.51M 0.07% +338 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,633 $1.5M 0.12% +92 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,587 $1.49M 0.72% 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,576 $1.49M 0.22% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,511 $1.48M 0.09% -54 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,499 $1.48M 0.95% -237 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,451 $1.47M 0.37% -29 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,420 $1.47M 0.04% +961 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,372 $1.46M 0.57% +57 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,365 $1.46M 1.61% +7 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10,286 $1.45M 1.29% +6,741 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 10,269 $1.45M 1.52% 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,249 $1.45M 0.9% +19 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,217 $1.44M 1.07% +949 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,156 $1.43M 0.06% -105 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,141 $1.43M 0.4% +137 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,070 $1.42M 0.73% +65 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,048 $1.42M 0.02% +1,545 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.41M 0.06% 0 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,649 $1.41M 0.05% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,935 $1.4M 0.08% +318 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. 9,915 $1.4M 0.03% +671 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 9,885 $1.39M 0.56% +6 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 9,859 $1.39M 1.34% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,809 $1.38M 0.12% -70 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,757 $1.38M 0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,755 $1.38M 0.03% +5,516 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,746 $1.37M 0.02% +1,101 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 9,625 $1.36M 0.55% +51 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,624 $1.36M 0.1% -96 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 9,492 $1.34M 1.2% -95 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,470 $1.34M 0.6% -37 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,238 $1.3M <0.01% -6,106 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,178 $1.29M 0.09% +118 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,125 $1.29M 0.04% +1,518 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,121 $1.29M 0.18% -76 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,112 $1.29M 0.11% +4,253 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,090 $1.28M 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,073 $1.28M 0.07% +10 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9,065 $1.28M 0.5% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,054 $1.28M 0.07% +143 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,046 $1.28M 0.03% +3 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,006 $1.27M 0.16% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 8,834 $1.27M 0.19% -926 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 8,982 $1.27M 0.44% -78 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 8,877 $1.25M 0.38% +557 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,827 $1.25M 0.04% +521 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,808 $1.24M <0.01% -6,242 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,721 $1.23M 0.15% +68 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 8,719 $1.23M 0.21% +1,241 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,682 $1.22M 0.26% +29 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 8,577 $1.21M 0.15% -16,702 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,549 $1.21M 0.17% +9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,540 $1.2M 0.15% -318 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,535 $1.2M 0.12% -73 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,532 $1.2M 0.57% +2 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 8,496 $1.2M <0.01% +4,500 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 8,438 $1.19M 0.35% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,430 $1.19M 0.07% +71 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,390 $1.18M 0.1% +1,907 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,296 $1.17M 0.51% -32 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,284 $1.17M 0.03% new 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,260 $1.17M 0.1% -363 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,227 $1.16M 0.19% -1,783 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 8,194 $1.16M 0.47% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,167 $1.15M <0.01% +6,037 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,156 $1.15M 0.13% +990 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,130 $1.15M 0.02% -131 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,071 $1.14M 0.26% +363 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,058 $1.14M 0.23% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,963 $1.12M 0.28% +3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,923 $1.12M 0.04% +14 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,916 $1.12M 0.12% +8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,912 $1.12M 0.05% -265 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,884 $1.11M 0.11% -722 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 7,879 $1.11M 0.21% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,866 $1.11M 0.13% -176 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,847 $1.11M 0.34% +631 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,805 $1.1M 0.03% +86 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,746 $1.09M 0.03% +477 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,736 $1.09M 0.52% +168 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,734 $1.09M 0.13% -100 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 7,663 $1.08M <0.01% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,652 $1.08M <0.01% +442 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,650 $1.08M 0.5% -50 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,632 $1.08M 0.67% 0 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,631 $1.08M 0.03% -40 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 7,582 $1.07M 0.26% +22 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,579 $1.07M 0.9% -524 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 7,574 $1.07M 0.45% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,560 $1.07M 1.29% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 7,558 $1.07M 0.72% +3 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 7,536 $1.06M 0.68% +49 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7,542 $1.06M 0.26% +6,902 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,510 $1.06M 0.01% +5,540 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 7,503 $1.06M 0.67% +82 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,500 $1.06M 0.07% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,500 $1.06M 0.5% -2,200 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,497 $1.06M <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,480 $1.06M 0.01% 0 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 7,462 $1.05M 0.11% +59 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,450 $1.05M 0.39% +25 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,443 $1.05M 0.02% +257 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,438 $1.05M 0.05% +655 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,397 $1.04M 0.06% +44 13F-HR Timeline Group Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 7,385 $1.04M 1.09% 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 8,388 $1.03M 0.36% +2,083 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,308 $1.03M 0.52% -49 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,267 $1.02M 0.23% +2 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 7,221 $1.02M 0.15% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,156 $1.01M 0.17% +16 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,150 $1.01M 0.29% -6,063 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,124 $1M 0.03% 0 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 7,119 $1M 0.46% +2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,090 $1M 0.1% +265 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,087 $1000K 0.08% -142 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 7,085 $999K 0.05% 0 13F-HR Timeline Group Divergent Planning, LLC More: the full row for Divergent Planning, LLC 6,964 $990K 0.25% -627 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,868 $969K <0.01% +841 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,868 $969K 0.28% +50 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,634 $956K 0.77% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,761 $954K 0.01% +157 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,713 $946K 0.2% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $944K 0.1% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,650 $938K 0.05% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 6,610 $932K 0.51% +1,317 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 6,549 $924K 0.25% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,514 $919K 0.4% +651 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,506 $918K 0.01% +656 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 6,485 $915K 0.19% +2,265 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,476 $914K 0.01% +1,360 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,452 $910K 0.12% -455 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,448 $910K 0.12% +259 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,442 $909K 0.01% +1,357 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,425 $906K 0.04% +856 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,360 $897K 0.01% +144 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,350 $896K 0.07% +30 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $888K 0.24% 0 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,293 $888K 0.07% +1,528 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,283 $886K 0.05% +49 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,275 $885K 0.02% +3,766 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,266 $884K 0.43% -694 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,230 $879K 0.05% -2 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 6,230 $879K 0.77% 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 6,213 $876K +1,396 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,201 $875K 0.03% -375 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 6,150 $867K 0.67% +98 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 6,126 $864K <0.01% -1,349 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,079 $857K 0.05% +643 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,027 $850K 0.2% -113 13F-HR Timeline