Stash Investments, LLC More: the full row for Stash Investments, LLC 267,666 $73.6M 39.4% +23,817 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 267,536 $73.5M 0.9% +20,193 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 267,423 $73.5M 0.45% +9,600 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 264,854 $72.8M 39.49% -4,642 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 264,407 $72.7M 0.22% +98 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 267,656 $71.9M 23.6% +6,537 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 260,061 $71.5M 7.92% -2,985 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 259,320 $71.3M 7.22% -2,715 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 254,948 $70.1M 8.63% +17,848 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 252,617 $69.4M 3.98% +681 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 251,292 $69.1M 16.3% +1,880 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 250,375 $68.8M 28.36% +1,579 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 250,658 $68.5M 4.61% +10,159 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 244,914 $67.3M 26.62% -2,563 13F-HR Timeline University of Massachusetts Foundation,… More: the full row for University of Massachusetts Foundation, Inc. 242,779 $66.7M 37.42% -16,932 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 240,210 $66M 45.25% +71,950 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 238,024 $65.4M 9.44% -6,237 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 236,290 $64.9M 0.65% +17,978 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 235,424 $64.7M 0.12% -4,993 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 234,720 $64.5M 0.95% +6,006 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 234,370 $64.4M 63.85% -1,414 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 232,755 $64M 9.27% -3,887 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 231,662 $63.7M 9.89% -27,521 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 228,389 $62.8M 8.48% -13,384 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 227,910 $62.6M 19.01% +5,847 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 226,821 $62.3M 4.52% -653 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 224,051 $61.6M 39.71% +9,531 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 222,356 $61.1M 9.91% +16,010 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 222,056 $61M 2.19% +369 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 220,842 $60.7M 1.9% +8,710 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 220,185 $60.5M 20.05% +6,518 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 220,013 $60.5M 0.17% +1,538 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 228,440 $60.3M 25.75% +6,513 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 218,644 $60.1M 20.59% +565 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 217,815 $59.9M 10.49% +2,220 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 216,867 $59.6M 2.32% +43,088 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 216,594 $59.5M 11.52% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 216,270 $59.4M 17.89% +3,313 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 216,132 $59.4M 7.73% -147,881 13F-HR Timeline Independent Order of Foresters More: the full row for Independent Order of Foresters 213,865 $58.8M 41.73% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 213,645 $58.7M 8.03% +83,094 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 213,498 $58.7M 1.51% -7,913 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 213,491 $58.7M 5.03% -9,063 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 211,000 $58M 2.75% +163,000 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 210,752 $57.9M 0.38% +101,338 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 208,417 $57.3M 33.87% -2,234 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 206,240 $56.7M 24.58% -1,318 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 205,867 $56.6M 0.88% -17,119 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 205,582 $56.5M 3.79% +3,655 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 204,144 $56.1M 3.52% -113 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 203,097 $55.8M 0.36% +5,604 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 202,762 $55.7M 0.69% -1,795 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 202,594 $55.7M 0.02% +16,113 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 201,336 $55.3M 20.76% +10,588 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 201,071 $55.3M 19.66% -1,010 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 196,780 $54.1M 15.61% -8,601 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 195,300 $53.7M 0.43% +7,205 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 194,392 $53.4M 4.98% +14,739 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 194,208 $53.4M 34.06% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,177,964 $53.3M 5.94% -9,612 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 192,827 $53M 4.6% -12,142 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 192,454 $52.9M 15.58% +11,473 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 190,178 $52.3M 4.84% +5,310 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 189,322 $52M 40.32% -6,371 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 188,383 $51.8M 0.62% -675 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 184,097 $50.6M 0.59% -2,526 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 181,650 $49.9M 32.67% +23,193 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 181,166 $49.8M 0.67% -1,040 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 182,405 $49.7M 4.3% +20,376 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 180,813 $49.7M 0.59% -13,415 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 179,812 $49.4M 25.02% +14,055 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 179,092 $49.2M 5.19% -1,961 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 178,073 $48.9M 0.43% +5,883 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 177,004 $48.6M 34.89% -1,272 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 176,570 $48.5M 10.29% -26,202 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 176,216 $48.4M 2.21% +76 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 174,403 $47.9M 7.89% -1,647 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 173,093 $47.6M 6.49% +165,310 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 169,352 $46.5M 0.33% -34,894 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 168,537 $46.3M 25.84% +10,903 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 168,524 $46.3M 5.57% -3,217 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 168,071 $46.2M 13.67% +64,801 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 167,842 $46.1M 16.75% +1,912 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 167,335 $46M 9.41% +1,874 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 166,545 $45.8M 10.66% -182 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 166,062 $45.6M 0.74% +14,086 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 164,491 $45.2M 11.3% -6,505 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 164,159 $45.1M 1.71% -40,992 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Kearns & Associates LLC More: the full row for Kearns & Associates LLC 163,764 $45M 29.19% +8,598 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 161,631 $44.4M 12.14% -2,629 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 161,365 $44.3M 3.73% +16,047 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 160,734 $44.2M 14.39% +5,818 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 160,220 $44M 37.73% +12,435 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 159,899 $43.9M 3.11% -318 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 159,881 $43.9M 25.18% -23,554 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 159,688 $43.9M 6.81% -10,973 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 158,694 $43.6M 10.28% +144,445 13F-HR Timeline Bell Bank More: the full row for Bell Bank 158,685 $43.6M 2.35% +150,259 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 158,536 $43.6M 22.73% -86 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 158,482 $43.6M 2.41% -6,666 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 158,350 $43.5M 1.47% -1,681 13F-HR Timeline Linscomb Wealth, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 151,501 $41.6M 0.61% +3,691 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 151,227 $41.6M 19.46% -957 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 150,975 $41.5M 7.68% -1,032 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 150,537 $41.4M 10.38% -3,231 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 150,384 $41.3M 11.91% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 150,240 $41.3M 9.4% +11,522 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 149,712 $41.1M 0.93% -1,475 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 149,220 $41M 1.72% +17,798 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 146,801 $40.3M 2.94% -411 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 146,466 $40.3M 14.44% -3,413 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 146,241 $40.2M 3.96% +26,209 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 842,316 $40.1M 1.07% +805,716 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 145,865 $40.1M 1.5% +4,395 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 144,927 $39.8M 14.83% -12,257 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 144,210 $39.6M 6.93% -8,093 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 143,833 $39.5M 0.16% +11 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 143,167 $39.3M 7.6% -5,232 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 142,782 $39.2M 13.71% +9,003 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 151,271 $39.1M 30.49% +2,502 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 142,072 $39M 1.27% -1,871 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 141,046 $38.8M 0.57% +71,275 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 140,257 $38.5M 9.55% +13,279 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 140,128 $38.5M 2.03% -3,162 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 140,049 $38.5M 10.21% -1,439 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 139,378 $38.3M 0.04% -13,685 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 139,093 $38.2M 0.59% +12,914 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 138,963 $38.2M 11.08% +10,409 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 137,651 $37.8M 14.3% +16,400 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 137,371 $37.8M 30.29% +1,569 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 136,161 $37.4M 10.5% +3,356 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 135,239 $37.2M +92,328 Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 134,946 $37.1M 12.82% -9,333 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 134,922 $37.1M 1.78% +27 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 134,790 $37M 6.9% -2,238 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 133,844 $36.8M 27.26% +157 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 133,343 $36.6M 1.26% +4,778 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 133,231 $36.6M 31.86% +229 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 132,729 $36.5M 4.98% 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 131,266 $36.1M 14.56% -134 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 130,164 $35.8M 0.87% -12,696 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 128,132 $35.2M 0.3% -4,799 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 127,685 $35.1M 6.03% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 127,411 $35M 3.43% +4,630 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 127,010 $34.9M 0.99% -5,239 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 126,338 $34.7M 33.16% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 126,194 $34.7M 0.86% +1,784 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 126,074 $34.7M 49.03% -8,775 13F-HR/A Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 125,595 $34.5M 18.62% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 125,245 $34.4M 3.75% -1,083 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 125,023 $34.4M 24.49% +22,029 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 112,924 $34M 10.49% +4,532 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 121,523 $33.9M 7.68% +193 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 122,382 $33.6M 10.23% +8,775 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 122,375 $33.6M 1.88% -7,446 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 122,246 $33.6M 8.53% +2,638 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 120,969 $33.2M 14.2% +654 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 120,417 $33.1M 5.12% +2,397 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 120,222 $33M 1.09% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 118,688 $32.6M 21.42% +4,129 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 118,522 $32.6M 6.16% -2,217 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 118,445 $32.6M 9.72% +1,956 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 117,766 $32.4M 13.33% +1,133 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 117,549 $32.3M 18.91% -4,452 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 116,963 $32.1M 3.21% +3,255 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 116,759 $32.1M 2.99% +4,076 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 116,188 $31.9M 8.2% -21,741 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 115,946 $31.9M 0.48% +2,169 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 115,893 $31.9M 0.82% -3,627 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 115,716 $31.8M 0.34% -4,867 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 115,585 $31.8M 6.33% -994 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 115,248 $31.7M 7.05% -591 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 114,506 $31.5M 13.5% -1,120 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 113,694 $31.2M 0.65% -4,166 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 113,475 $31.2M 0.11% +44,079 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 112,408 $30.9M 10.64% +4,415 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 111,614 $30.7M 3.73% +7,991 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 111,789 $30.6M 4.66% +777 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 111,082 $30.5M 24.99% +6,076 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 110,815 $30.5M 0.65% +8,686 13F-HR Timeline Chandler Asset Management, Inc. 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