BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 295,175 $109M 2.03% +4,478 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 291,592 $108M 0.15% +877 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 290,722 $108M 0.67% +14,771 13F-HR/A Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 292,827 $108M -3,194 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 290,150 $107M 0.92% +114,701 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 287,863 $107M 0.06% -70,638 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 286,619 $106M 27.75% +7,017 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 284,920 $105M 6.31% -28,778 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 283,126 $105M 2.16% -7,278 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 277,167 $103M 0.2% +46,355 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 275,843 $102M 41.67% 0 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 274,915 $102M 72.82% -5,116 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 274,889 $102M 22.39% +1,686 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 270,908 $100M 18.65% -4,461 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 269,521 $99.7M 8.02% -7,132 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 263,225 $97.4M 40.27% -3,437 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 260,552 $96.4M 1.21% +1,430 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 260,219 $96.3M 2.59% -14,761 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 258,950 $95.8M 20.92% -16,652 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 255,661 $95.6M 5.21% +16,373 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 257,670 $95.3M 1.81% -2,250 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 257,161 $95.2M 4.26% -1,162 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 254,520 $94.2M 7.7% -3,181 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 252,521 $93.4M 11.42% +267 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 252,227 $93.3M 54.36% -2,427 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 246,202 $91.1M 17.61% -241 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 246,181 $91.1M 16.87% +1,776 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 246,024 $91M 0.62% -34,727 13F-HR Timeline Group Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 245,018 $90.7M 23.62% +195,740 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 643,347 $90.1M 10.63% +409,316 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 242,961 $89.9M 11.57% +2,799 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 243,871 $89.8M 27.55% +5,325 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 242,650 $89.8M 0.9% +74,771 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 241,262 $89.3M 11.25% +65,572 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 239,434 $88.6M 0.76% -3,677 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 237,334 $87.8M 12.64% +9,463 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 228,524 $84.6M 39.14% -5,252 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 228,450 $84.5M 7.17% -928 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 228,134 $84.4M 1.88% -3,728 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 227,412 $84.2M 0.2% -1,546 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 226,308 $83.7M 1.77% -45 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 224,961 $83.2M 0.7% +29,083 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 223,439 $82.7M 10.22% +2,456 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 221,264 $81.9M 0.93% +4,801 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 220,854 $81.7M 8.32% +5,831 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 220,794 $81.7M 20.88% +1,536 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 220,768 $81.7M 0.42% +6,976 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 218,064 $80.7M 8.37% -4,066 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 216,487 $80.1M 2.63% +1,332 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 214,927 $79.5M 0.5% +888 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 211,886 $78.4M 18.65% -1,920 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 210,936 $78.1M 5.24% -3,170 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 210,709 $78M 41.69% +3,475 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 210,467 $77.9M 0.85% +555 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 209,161 $77.4M 25.22% -1,042 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 208,470 $77.1M 4.47% +15,580 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 208,332 $77.1M 11.34% -4,031 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 207,968 $77M 3.97% -7,675 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 206,445 $76.4M 6.65% -374 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 202,074 $74.8M 12.77% +22,804 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 201,909 $74.7M 0.35% +79,897 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 200,645 $74.2M 19.09% -415 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 195,998 $72.5M 6.13% +2,149 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 195,704 $72.4M 1.47% -3,593 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 195,196 $72.2M 29.88% -12,777 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 194,227 $71.9M 4.84% +4,178 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 190,946 $70.7M 17.55% +5,444 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 190,878 $70.6M 0.16% -16,801 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 190,730 $70.6M 0.93% +15,943 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 189,875 $70.3M 4.56% +785 13F-HR Timeline SWF LLC More: the full row for SWF LLC 188,907 $69.9M 4.68% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 188,858 $69.9M 0.79% +60,046 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 187,376 $69.3M 1.22% +17,380 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 186,460 $69M 4.11% +2,862 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 186,279 $68.9M 2.71% -176 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 186,228 $68.9M 27.6% +15,768 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 185,669 $68.7M 0.45% +3 13F-HR/A Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 182,764 $67.6M 24.36% -1,503 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 181,555 $67.2M 2.91% -551 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 181,284 $67.1M 35.11% +2,664 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 180,147 $66.7M 11.54% +16,333 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 176,416 $65.3M 30.48% +2,800 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 175,649 $65M 4.17% -14,263 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 174,721 $64.7M 4.14% -5,172 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 174,641 $64.6M 0.62% +6,836 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 174,496 $64.6M 27.42% +4,815 13F-HR Timeline Independent Order of Foresters More: the full row for Independent Order of Foresters 173,815 $64.3M 62.64% -40,050 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 173,215 $64.1M 21.65% +4,022 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 173,125 $64.1M 6.52% -709 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 173,056 $64M 0.68% +1,651 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 170,698 $63.2M 31.61% -4,971 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 169,447 $62.7M 18.25% +1,074 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,157,836 $62.2M 4.11% -4,143 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 167,205 $61.9M 8.52% -6,200 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 167,556 $61.7M 6.5% +1,683 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 166,053 $61.4M 22.22% +1,585 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 166,000 $61.4M 5.61% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evanson Financial, LLC More: the full row for Evanson Financial, LLC 165,335 $61.2M 2.99% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 164,469 $60.9M 0.48% -58,099 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 162,611 $60.2M 0.81% +1,771 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 160,346 $59.3M 0.6% +4,949 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 159,097 $58.9M 12.11% -689 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 159,072 $58.9M 0.74% -1,119 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 158,711 $58.7M 32.08% 0 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 156,904 $58.1M 6.74% +2,094 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 154,859 $57.3M 0.68% -3,413 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 154,472 $57.2M 15.87% +3,824 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 154,081 $57M 21.94% -370 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 153,853 $56.9M 5.55% -7,370 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 153,392 $56.8M 3.06% -775 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 152,931 $56.6M 0.72% +32,520 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 152,610 $56.5M 11.65% -4,752 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 152,268 $56.3M 2.8% -4,006 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 152,201 $56.3M 0.86% -1,619 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 151,443 $56M 21.57% +1,103 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 151,049 $55.9M 18.87% +1,597 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 150,917 $55.8M 13.18% +4,626 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 150,267 $55.6M 0.85% -7,105 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 149,495 $55.3M 26.55% -3,472 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 148,980 $55.1M 17.66% -35,560 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 147,726 $54.7M 1.35% +6,659 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 147,295 $54.5M 5.6% +6,621 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 146,944 $54.4M 0.69% +1,367 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 145,696 $53.9M 6.82% -1,103 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 145,657 $53.9M 0.01% +10,396 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 145,608 $53.9M 1.01% +6,076 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 145,598 $53.9M 1.3% -4,806 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 144,214 $53.4M 7.48% +4,731 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 165,190 $53M 3.27% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 147,295 $52.8M 7.96% +12,606 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 142,520 $52.7M 0.76% -1,902 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 142,495 $52.7M 14.96% -1,109 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 142,428 $52.7M 0.9% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 142,919 $52.7M 9.64% +5,497 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 142,204 $52.6M 2.86% -1,878 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 140,063 $51.8M 9.66% -1,398 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 139,687 $51.7M 32.26% -674 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 138,620 $51.3M 13.04% +4,097 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 138,287 $51.2M 0.82% -23,896 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 140,126 $51.1M 1.02% +12,302 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 137,237 $50.8M 46.36% -1,579 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 136,039 $50.3M 0.04% -416,400 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 135,734 $50.2M 2.45% +526 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 135,721 $50.2M 1.76% +135,692 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,614 $50.2M 0.16% +186 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 135,161 $50M 26.09% +1,114 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 135,148 $50M 0.92% +27,023 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 134,818 $49.9M 5.5% -665 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 134,808 $49.9M 13.53% -3,686 13F-HR Timeline Michael & Susan Dell Foundation More: the full row for Michael & Susan Dell Foundation 134,575 $49.8M 1.31% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 134,361 $49.7M 0.53% +1,395 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 134,282 $49.7M 1.77% +1,307 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 134,037 $49.6M 1.78% +42,076 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 133,385 $49.4M 3.6% +4,892 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 132,663 $49.1M 9.55% -479 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 132,463 $49M 21.65% +231 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 131,648 $48.7M 2.11% -9,011 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 131,409 $48.6M 1.86% -1,017 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 131,326 $48.6M 13.54% +2,271 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 130,889 $48.4M 51.15% +2,404 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 132,573 $48.4M 4.67% +1,842 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 130,284 $48.2M 10.76% +336 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 129,847 $48M 34.28% -4,063 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 129,334 $47.9M 1.05% +2,089 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 129,234 $47.8M 4.25% +2,949 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 128,327 $47.5M 6.96% -23,054 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 128,127 $47.4M 10.99% +6,650 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 128,055 $47.4M 33.21% -460 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 128,308 $46.9M +72,387 Timeline First PREMIER Bank More: the full row for First PREMIER Bank 126,010 $46.6M 7.54% +17,620 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 125,678 $46.5M 0.26% +1,624 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 125,610 $46.5M 7.3% +32,325 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 125,259 $46.4M 9.57% +2,282 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 124,901 $46.2M +67,602 Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 124,452 $46.1M 27.81% -1,887 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 123,891 $45.8M 7.88% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 123,510 $45.7M 0.57% -26,523 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 123,326 $45.6M 2.3% -27,007 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 123,311 $45.6M 0.21% +4,694 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 123,213 $45.6M 2.95% -1,000 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 122,124 $45.2M 1.76% +2,928 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 122,064 $45.2M 15.79% -6,353 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 122,055 $45.2M 2.68% +777 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 120,821 $44.6M 9.96% +7,143 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 120,269 $44.5M 23.1% +5,614 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 116,862 $44.5M 28.79% +469 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 119,686 $44.3M 11.01% -1,040 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 118,816 $44M 0.45% +18,529 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 118,403 $43.8M 0.75% -1,588 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 117,125 $43.3M 9.91% -7,524 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 116,320 $43M 6.46% -9 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 116,265 $43M 20.86% +28,033 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 115,924 $42.9M 3.8% +14,574 13F-HR Timeline 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 114,793 $42.5M 4.71% +690 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 114,717 $42.5M 2.32% +5,470 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 114,517 $42.4M 1.57% -366 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 114,004 $42.2M 11.22% +19,927 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 113,838 $42.1M 12.71% +6,979 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 115,200 $42M 8.18% +131 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 112,899 $41.8M 10.36% -3,830 13F-HR Timeline