KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 272,445 $82.8M 48.87% +32,235 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 270,338 $82.2M 0.23% +5,931 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 268,628 $81.6M 23.67% +972 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 265,307 $80.9M 2.52% -7,361 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 260,936 $79.3M 1.76% -12,896 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 260,919 $79.3M 6.24% +47,428 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 259,640 $78.9M 21.2% +91,569 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 258,733 $78.6M 8.8% +3,785 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 258,302 $78.5M 27.32% +13,388 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 258,252 $78.5M 0.05% +118,874 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 256,039 $77.7M 4.88% +5,381 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 255,171 $77.6M 7.32% -4,149 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 254,614 $77.4M 67.67% +20,244 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 252,398 $77M 27.61% +2,023 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 252,636 $76.8M 4.11% +19 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 245,980 $74.8M 7.65% -14,081 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 237,131 $74.1M 27.07% +8,691 13F-HR Timeline University of Massachusetts Foundation,… More: the full row for University of Massachusetts Foundation, Inc. 242,779 $73.8M 37.15% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 238,298 $72.4M 19.77% +10,388 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 238,003 $72.3M 0.02% +35,409 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 237,791 $72.3M 0.43% +34,694 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 236,941 $72M 0.68% +651 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 233,128 $71.1M 39.34% +9,077 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 233,826 $71.1M 6.24% +9,550 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 233,030 $70.8M 4.63% +6,209 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 232,487 $70.7M 9.41% -268 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 231,655 $70.4M 9.66% -6,369 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 230,788 $70.1M 10.83% +8,432 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 230,270 $70M 9.8% -1,392 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 227,404 $69.1M 1.97% +6,562 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 223,267 $67.9M 19.14% +3,082 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 221,109 $67.2M 9.99% +3,294 13F-HR/A Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 220,885 $67.1M 2.54% +4,018 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 220,458 $67M 2.25% -1,598 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 219,671 $66.8M 18.5% +3,401 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 217,627 $66.1M 0.17% -2,386 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 214,991 $65.3M 11.65% -1,603 13F-HR Timeline Independent Order of Foresters More: the full row for Independent Order of Foresters 213,865 $65M 41.71% 0 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 211,800 $64.4M 6.04% -199,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 211,000 $64.1M 2.97% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 210,393 $63.9M 10.2% -1,085,132 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 209,124 $63.6M 7.5% -7,008 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 208,190 $63.3M 8.54% -20,199 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 207,993 $63.2M 0.42% +12,693 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 207,589 $63.1M 7.29% -6,056 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 205,908 $62.6M 16.44% +9,128 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 204,663 $62.2M 0.57% +1,901 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 203,662 $62.1M 0.87% -2,205 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 204,206 $62.1M 34.31% -4,211 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 202,693 $61.6M 1.44% -10,805 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 201,071 $61.1M 20.7% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 198,845 $60.4M 5.15% +4,453 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 195,750 $59.5M 0.6% +11,653 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 195,687 $59.5M 19.45% -5,649 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,180,604 $59.1M 5.95% +2,640 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 194,046 $59M 0.46% +15,973 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 192,218 $58.6M 5.65% +23,694 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 187,164 $58.5M 4.45% +4,759 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 188,957 $57.4M 4.24% +27,592 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 187,750 $57.1M 19.11% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 187,665 $57M 23.26% -18,575 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 186,179 $56.7M 1.97% +40,314 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 186,334 $56.6M 4.75% -3,844 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 185,069 $56.2M 4.08% -7,758 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 184,563 $56.1M 11.4% +18,018 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 183,942 $56.1M 27.64% +15,405 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 184,420 $56.1M 3.27% -19,724 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 183,063 $55.6M 2.35% +6,847 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 182,914 $55.6M 10.85% +6,344 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 180,110 $54.7M 0.61% -703 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 180,021 $54.7M 35.67% +3,017 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 179,980 $54.7M 41.3% -9,342 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 178,507 $54.3M 25.11% -1,305 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 177,419 $53.9M 0.67% -3,747 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 176,014 $53.5M 8.15% +1,611 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 175,403 $53.3M 0.89% +81,534 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 175,016 $53.2M 5.04% -4,076 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 173,841 $52.8M 30.29% +10,077 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 173,222 $52.6M 4.37% +56,463 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 172,768 $52.5M 7.08% +172,414 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 172,403 $52.4M 17.34% +34,752 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 171,307 $52.1M 3.79% +25,066 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 168,302 $51.2M 38.82% +8,082 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 166,629 $50.6M 23.53% +8,093 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 166,575 $50.6M +31,336 Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 166,089 $50.5M 9.35% -1,246 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 164,868 $50.1M 1.29% +709 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 164,727 $50.1M 11.6% +236 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 163,812 $49.8M 6.2% -9,281 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 161,794 $49.3M 0.69% +10,293 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 162,125 $49.3M 1.49% +3,775 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 160,763 $48.9M 9.77% +10,523 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 159,781 $48.6M 0.83% +2,611 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 159,689 $48.6M 3.84% +4,529 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 159,466 $48.5M 3.01% -433 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 159,210 $48.4M 14.56% -1,524 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 158,676 $48.2M 12.23% -2,955 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 158,233 $48.1M 26.67% +2,747 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 157,154 $47.8M 31.75% +32,131 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 156,151 $47.6M 6.54% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 156,264 $47.5M 11.05% +5,727 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 156,050 $47.4M 2.38% -2,432 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 154,643 $47.1M 25.28% -5,238 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 153,825 $46.8M 23.42% +2,091 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 152,708 $46.4M 2.13% -5,636 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 152,601 $46.4M 31.43% +1,330 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 151,126 $45.9M 6.65% -8,562 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 150,815 $45.8M 21.44% -2,999 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 150,437 $45.7M 0.91% +725 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 150,326 $45.7M 0.57% -3,869 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 149,324 $45.4M 13.18% -1,060 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 149,301 $45.4M 21.72% -1,926 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 147,406 $44.8M 0.87% +17,242 13F-HR Timeline Group Level Wealth Management LLC More: the full row for Level Wealth Management LLC 147,352 $44.8M 26.04% -34,298 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 147,018 $44.7M 16.05% +15,752 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 146,892 $44.6M 5.72% -4,083 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 145,399 $44.2M 0.16% +1,566 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 145,235 $44.1M 7.07% +1,025 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 143,932 $43.7M 1.7% -5,288 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 143,696 $43.7M 1.2% +10,353 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 142,991 $43.5M 0.76% +29,297 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 142,950 $43.4M 7.55% -217 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 142,721 $43.4M 3.02% -4,080 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 140,976 $42.8M 17.05% -1,806 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 139,901 $42.5M 13.98% -6,565 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 139,683 $42.5M 11.52% -366 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 139,250 $42.3M 0.59% +157 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 134,865 $42.3M 33.49% +1,634 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 138,803 $42.2M 10.71% -12,920 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 138,179 $42M 9.86% +2,018 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 137,997 $41.9M 1.35% -4,075 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 83,473 $41.9M 1.93% +8,686 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 137,608 $41.8M 9.82% -2,649 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 137,163 $41.7M 1.97% -2,965 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 136,825 $41.6M 13.21% -31,017 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 135,928 $41.3M 0.55% -30,134 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 134,895 $41M 1.84% -27 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 132,616 $40.3M 27.07% -1,228 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 132,437 $40.3M 6.32% -2,353 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 131,208 $40M 10.59% +8,826 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 131,309 $39.9M 4.06% +6,064 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 131,132 $39.9M 0.63% +30,560 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 130,441 $39.6M 29.49% -6,930 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 129,912 $39.5M 12.45% -5,034 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 129,434 $39.3M 6.34% +1,749 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 128,558 $39.1M 0.87% +2,364 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 123,593 $38.6M 8.23% +2,070 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 124,123 $38.6M 0.62% +40,923 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 126,759 $38.5M 50.24% +685 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 125,692 $38.3M 0.66% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 125,185 $38M 0.53% +9,239 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 125,182 $38M 0.92% -1,828 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 125,136 $38M 18.31% -459 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 124,227 $38M 0.86% -64,156 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 124,366 $37.8M 3.38% -3,045 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 65,464 $37.6M 9.85% -52,981 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 123,656 $37.6M 0.46% +106,061 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 122,865 $37.5M 1.77% +13,546 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 119,225 $37.2M 5.44% -1,192 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 119,670 $37.2M 0.58% +16,118 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,991 $37.1M 0.23% -47,361 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 121,647 $37M 8.95% -599 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 121,511 $36.9M 7.45% +6,263 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 120,505 $36.6M 3.2% +3,542 13F-HR/A Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 120,319 $36.6M 3.93% -12,410 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 120,279 $36.6M 9.37% +7,355 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 120,263 $36.6M 14.14% -706 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 119,962 $36.5M 0.78% +50,805 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 119,548 $36.3M 0.29% -8,584 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 118,213 $35.9M 8.63% +2,025 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 117,674 $35.8M 0.84% +1,781 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 117,150 $35.6M 5.42% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 116,863 $35.5M 19.8% -686 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 116,166 $35.3M 5.79% -2,356 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 115,547 $35.1M 11.51% +3,139 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 115,285 $35M 0.41% +9,937 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 115,101 $35M 17.78% -3,587 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 115,028 $35M 0.57% +4,213 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 114,807 $34.9M 3.9% +3,193 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 114,747 $34.9M 3.15% +6,837 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 114,720 $34.9M 13.46% +214 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 113,268 $34.4M 11.73% 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 113,104 $34.4M 15.63% +3,565 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 111,681 $33.9M 0.12% -1,794 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 111,088 $33.8M 6.74% -577 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 110,943 $33.7M 4.66% -846 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 109,999 $33.4M 2.13% +51,837 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 109,875 $33.4M 5.93% -625 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 109,802 $33.4M 20.97% +2,896 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 108,691 $33M 18.01% +9,606 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 108,673 $33M 2.21% -923 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 108,269 $32.9M 0.56% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 107,643 $32.7M 1.34% -106 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 107,511 $32.7M 1.54% -20 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 106,688 $32.4M 2.02% +16,817 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 106,571 $32.4M 11.53% -11,195 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 106,440 $32.4M 1.82% +482 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 106,081 $32.2M 0.9% -88 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 105,684 $32.1M 12% -1,698 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 104,950 $32M 11.07% +4,652 13F-HR Timeline