GSG Advisors LLC More: the full row for GSG Advisors LLC 266,820 $87.9M 23.25% -1,808 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 267,449 $87.8M 27.58% +9,147 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 266,758 $87.5M 21.51% +7,118 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 266,007 $87.5M 2.56% +700 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 131,078 $87.3M 29.38% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 264,041 $86.4M 5.12% +8,002 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 261,198 $85.7M 0.86% -12,295 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 259,904 $85.3M 27.8% +7,506 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 259,546 $85.2M 1.66% -1,390 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 258,804 $84.9M 0.13% -23,008 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 255,659 $83.9M 16.81% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 254,336 $83.5M 7.52% -835 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 254,187 $83.4M 6.21% -6,732 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 253,600 $83.2M 40.24% +20,472 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 252,641 $82.9M 8.87% -6,092 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 251,803 $82.6M 4.15% -833 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 241,854 $79.4M 1.91% -159,696 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 239,822 $78.7M 19.62% +16,555 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 239,487 $78.6M 27.26% +2,356 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 239,479 $78.6M 20.36% +1,181 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 238,141 $78.2M 14.01% +221,698 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 237,265 $77.9M 67.39% -17,349 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 236,643 $77.7M 0.7% -298 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 235,974 $77.4M 9.65% +3,487 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 235,360 $77.2M 4.48% -46,425 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 234,803 $77.1M 1.85% +7,399 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 234,436 $76.9M 7.33% -11,544 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 233,596 $76.7M 4.59% +566 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 232,760 $76.4M 9.71% +2,490 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 230,964 $75.8M 11.04% +176 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 228,174 $74.9M 9.22% -3,481 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 227,797 $74.8M 2.63% +6,912 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 224,315 $73.6M 0.41% -13,476 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 223,082 $73.2M 0.17% +5,455 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 221,863 $72.8M 10.05% +754 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 219,941 $72.2M 10.31% +9,548 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 219,333 $72M 2.65% -14,493 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 215,943 $70.9M 0.21% +70,544 13F-HR Timeline Group Independent Order of Foresters More: the full row for Independent Order of Foresters 213,865 $70.2M 41.73% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 212,908 $69.9M 11.76% -2,083 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 211,315 $69.3M 18.45% -8,356 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 211,026 $69.3M 5.29% +12,181 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 211,000 $69.2M 3.24% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 208,227 $68.6M 4.76% +21,063 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 205,904 $67.6M 1.47% +3,211 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 205,699 $67.5M 16.64% -209 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 205,137 $67.3M 7.07% -3,987 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 204,186 $67M 0.52% -477 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 202,804 $66.6M 6.67% -4,785 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 201,759 $66.2M 33.21% -2,447 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 201,071 $66M 20.22% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 200,689 $65.9M 19.78% +5,002 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 200,532 $65.8M 0.68% +20,422 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 199,716 $65.7M 0.86% -3,946 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 194,833 $63.9M 0.57% -917 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 193,616 $63.5M 26.8% +15,109 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 193,439 $63.5M 0.36% -607 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 193,355 $63.5M 11.55% +8,792 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 191,449 $63M 5.51% -769 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 190,480 $62.7M 29.47% +6,538 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 189,481 $62.2M 11.19% +6,567 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 187,529 $61.5M 3.95% +2,460 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 187,269 $61.5M 3.66% +161,329 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 187,009 $61.4M 4.7% +675 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 186,683 $61.3M 23.77% -982 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 186,538 $61.2M 1.48% +21,670 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,173,344 $61M 5.61% -7,260 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 185,361 $60.8M 3.6% +941 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 184,575 $60.6M 40.32% +16,273 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 184,464 $60.5M 8.6% -23,726 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 183,158 $60.1M 3.99% +11,851 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 182,964 $60M 19.53% -4,786 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 181,865 $59.7M 2.42% -1,198 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 180,934 $59.4M 4.07% -8,023 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 180,615 $59.3M 5.42% +5,599 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 178,821 $58.8M 1.78% -7,358 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 176,375 $57.9M 8.3% +361 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 175,611 $57.6M 0.91% +208 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 175,169 $57.5M 35.56% -4,852 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 174,839 $57.4M 4.31% +1,617 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 174,817 $57.4M 30.45% +976 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 173,033 $56.8M 0.66% -4,386 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 172,685 $56.7M 17.38% +282 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 171,204 $56.2M 6.83% -1,564 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 168,192 $55.2M 0.83% +72,870 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 168,114 $55.2M 9.91% +7,351 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 167,898 $55.1M 12.84% +9,222 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 166,000 $54.5M 4.77% -45,800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Invst, LLC More: the full row for Invst, LLC 165,364 $54.3M 6.17% +1,552 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 164,793 $54.1M 3.05% +5,327 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 162,686 $53.4M 15.75% +3,476 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 162,457 $53.3M 26.48% +4,224 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 162,340 $53.3M 23.66% -4,289 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 161,693 $53.2M 25.23% +7,050 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 161,168 $53M 0.7% -626 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 160,664 $52.8M 4.86% +975 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 157,041 $51.7M 11.43% -7,686 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 157,154 $51.6M 31.98% 0 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 155,388 $51M 23.48% +1,563 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 154,660 $50.8M 26.72% +7,308 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 154,606 $50.7M 1.44% -7,519 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 154,364 $50.7M 0.58% +30,708 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 151,802 $50M 0.69% +26,110 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 151,716 $49.8M 2.14% -992 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 151,698 $49.8M 0.57% +1,372 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 151,650 $49.8M 22.04% +2,349 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 151,631 $49.8M 21.27% +816 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 151,245 $49.6M 0.74% -8,536 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 149,465 $49M 6.38% -1,661 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 149,197 $49M 0.9% -1,240 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 148,941 $48.9M 16.52% +7,965 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 148,521 $48.7M 0.84% +1,115 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 147,936 $48.5M 1.99% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 146,548 $48.1M 15.92% -470 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 146,253 $48M 7.03% +1,018 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 146,021 $47.9M 2.18% -10,029 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 145,917 $47.9M 10.35% -10,347 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 145,864 $47.9M 0.76% +2,873 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 145,539 $47.8M 10.38% +7,931 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 144,789 $47.6M 10.96% +13,581 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 143,921 $47.4M 29.43% -8,680 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 143,357 $47M 0.97% +44,796 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 143,285 $47M 35.22% -36,695 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 142,189 $46.7M 3% -532 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 141,579 $46.5M 6.31% +2,776 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 140,041 $46M 0.62% +25,013 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 139,688 $45.8M 1.1% -4,008 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 139,635 $45.8M 14.06% -266 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 138,497 $45.7M 10.24% +18,218 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 138,943 $45.6M 11.63% -740 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 138,768 $45.5M 9.61% +589 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 138,741 $45.5M 1.68% -5,191 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 138,682 $45.5M 7.33% -4,268 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 138,306 $45.4M 12.99% -11,018 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 138,091 $45.3M 5.85% +8,657 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 138,031 $45.3M 0.66% -1,219 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 135,185 $45M 34.67% +320 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 135,208 $44.4M 2.04% +313 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 134,673 $44.3M 7.62% -21,478 13F-HR Timeline Group Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 133,562 $43.9M 31.25% +3,121 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 133,852 $43.9M 1.39% -4,145 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 133,701 $43.9M 1.91% -3,462 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 132,907 $43.6M 0.49% -3,021 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 132,758 $43.6M 0.64% +8,635 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 132,610 $43.5M 27.49% -6 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 131,971 $43.3M 5.87% -466 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 131,403 $43.1M 35.07% +2,719 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 131,375 $43.1M 15.88% -5,450 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 125,074 $42.3M 8.51% +1,481 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 127,309 $41.8M 5.51% +8,084 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 127,283 $41.8M 9.96% +61,819 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 126,347 $41.5M 3.41% +1,981 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 126,114 $41.4M 50.2% -645 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 125,530 $41.2M 3.95% -5,779 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 125,242 $41.1M 0.53% +57 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 124,700 $40.9M 0.41% +35,367 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 124,300 $40.8M 11.97% -5,612 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 123,919 $40.7M 12.47% +17,348 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 122,054 $40.7M 0.58% +2,384 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 123,585 $40.6M 3.1% +8,838 13F-HR/A Timeline Liberty Capital Management, Inc. 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COLE ADVISORS, INC. 120,907 $39.7M 0.76% +945 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 120,576 $39.6M 3.15% +71 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 119,986 $39.4M 14.52% -277 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 119,958 $39.4M 0.17% +49,049 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 119,501 $39.2M 13.02% +3,954 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 124,698 $39.2M 1.42% +88,967 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 119,402 $39.2M 8.9% -2,245 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 119,357 $39.2M 8.54% +1,144 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 119,228 $39.1M 0.25% +30,518 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 119,194 $39.1M 0.8% +1,520 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 119,011 $39.1M 0.28% -537 13F-HR Timeline Group Sterling Wealth Management, Inc. 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