Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 281,603 $94.4M 11.79% -25,536 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 280,640 $94.1M 26.1% +20,736 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 276,015 $92.5M 2.18% -4,796 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 275,843 $92.5M 39.84% -8,040 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 272,130 $91.2M 27.69% +4,681 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 269,838 $90.5M 2.59% +3,831 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 269,236 $90.3M 21.41% +2,478 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 266,545 $89.4M 23.07% -275 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 266,429 $89.3M 19.03% 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 130,926 $89.3M 34.47% -152 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 265,643 $89.1M 40.33% -5,027 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 258,572 $86.7M 0.45% 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 258,479 $86.7M 1.34% -1,067 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 257,515 $86.3M 7.66% +3,179 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 255,877 $85.8M 5.08% +4,074 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 255,627 $85.7M 16.9% -32 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 255,624 $85.7M 8.81% +2,983 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 249,749 $83.7M 6.13% -4,438 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 249,657 $83.7M 13.48% +11,516 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 247,353 $82.9M 1.91% +12,550 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 243,688 $81.7M 0.43% +124,460 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 241,553 $81M 0.72% +4,910 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 241,531 $81M 61.53% +4,266 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 239,227 $80.2M 20.07% -252 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 238,231 $79.9M 40.3% -15,369 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 233,348 $79.8M 26.68% -6,139 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 237,884 $79.8M 1.87% -3,970 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 236,631 $79.3M 9.1% +657 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 236,273 $79.2M 10.79% +5,309 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 236,180 $79.2M 2.7% +8,383 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 235,837 $79.1M 18.42% -3,985 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 235,463 $78.9M 4.62% +1,867 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 231,435 $77.6M 7.22% -3,001 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 224,852 $76.2M 4.94% +16,625 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 226,168 $75.8M 4.28% -9,192 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 225,671 $75.7M 10.46% +5,730 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 224,567 $75.3M 0.85% +102,513 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 224,527 $75.3M 8.68% -8,233 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 223,742 $75M 0.41% -573 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 223,174 $74.8M 9% -5,000 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 222,500 $74.6M 9.93% +637 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 222,195 $74.5M 39.79% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 220,930 $74.1M 0.17% -2,152 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 214,675 $72M 5.33% +3,649 13F-HR Timeline Independent Order of Foresters More: the full row for Independent Order of Foresters 213,865 $71.7M 41.75% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 213,323 $71.5M 18.45% +2,008 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 213,319 $71.5M 4.22% -6,014 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 212,908 $71.4M 11.63% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 211,271 $70.8M 19.82% +10,582 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 210,680 $70.6M 0.3% -553,410 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 210,575 $70.6M 0.6% +6,389 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 210,219 $70.5M 16.11% +4,520 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 209,126 $70.1M 27.92% +15,510 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 207,438 $70.1M 0.89% +7,722 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 207,374 $69.5M 11.19% +14,019 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 207,371 $69.5M 1.61% +20,833 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 204,898 $68.7M 32.63% +3,139 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 202,911 $68M 0.18% -13,032 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 202,079 $67.8M 1.5% -3,825 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 201,060 $67.4M 20.16% -11 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 198,899 $66.7M 6.66% -6,238 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 197,497 $66.2M 40.68% +12,922 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 194,223 $65.1M 0.36% +784 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 194,064 $65.1M 0.7% +25,872 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 192,403 $64.5M 2.95% +85,344 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 192,215 $64.4M 0.63% -8,317 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 191,875 $64.3M 6.56% +2,394 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 188,350 $63.1M 4.77% +1,341 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 187,798 $63M 0.89% +55,040 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 187,759 $62.9M 5.33% -3,690 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 187,545 $62.9M 4.71% +16 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 186,835 $62.6M 3.11% -434 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 186,480 $62.5M 24.27% -203 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 185,785 $62.3M 4.12% +4,851 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 185,545 $62.2M 3.55% +184 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 184,403 $61.8M 5.73% -18,401 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,172,054 $61.7M 4.89% -1,290 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 184,061 $61.7M 2.49% +2,196 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 178,792 $59.9M 24.02% +17,099 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 178,298 $59.8M 9.27% -6,166 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 176,424 $59.1M 35.34% +1,255 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 176,127 $59.1M 3.76% -7,031 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 174,771 $58.6M 30.27% -46 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 173,701 $58.2M 8.14% -2,674 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 173,282 $58.1M 17.17% +597 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 172,387 $57.8M 3.98% -2,452 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 171,915 $57.6M 8.87% +3,801 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 170,887 $57.3M 0.66% -2,146 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 170,770 $57.3M 6.55% -434 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 169,315 $56.8M 3.51% -11,300 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 169,215 $56.7M 1.65% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 169,123 $56.7M 0.65% +20,602 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 168,906 $56.6M 1.11% +25,549 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 168,543 $56.5M 1.59% -10,278 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 167,456 $56.1M 6.1% +2,092 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 166,995 $56M 28.69% +4,538 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 166,000 $55.7M 4.76% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 163,722 $54.9M 0.83% -11,889 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 105,141 $54.8M 4.35% new 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 162,929 $54.6M 2.95% -1,864 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 162,871 $54.6M 22.25% +531 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 161,984 $54.3M 15.25% -702 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 161,000 $54M 17.1% -21,964 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 159,552 $53.9M 30.33% 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 160,138 $53.7M 16.18% +11,197 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 160,026 $53.7M 0.59% +8,328 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 159,468 $53.5M 12.23% -8,430 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 158,711 $53.2M 32.38% +1,557 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 158,259 $53.1M 10.78% +12,720 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 157,348 $52.8M 11.55% +307 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 157,268 $52.7M 0.69% -3,900 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 156,885 $52.6M 21.4% +5,254 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 156,530 $52.5M 26.84% +1,870 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 155,086 $52M 23.25% -302 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 154,872 $51.9M 0.67% +14,831 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 154,691 $51.9M 24.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 152,943 $51.3M 10.78% +8,154 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 152,799 $51.2M 0.74% +1,554 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 151,159 $50.7M 2.13% -557 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 150,646 $50.5M 1.42% -3,960 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 150,442 $50.4M 2.2% +4,421 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 150,156 $50.3M 21.7% -1,494 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 149,456 $50.1M 0.92% +259 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 149,361 $50.1M 10.72% +10,864 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 147,614 $49.5M 7.14% +1,361 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 143,404 $49.2M 33.98% +8,219 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 146,422 $49.1M 0.73% +558 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 146,032 $49M 15.94% -516 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 145,901 $48.9M 0.9% +36,003 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 143,955 $48.3M 5.81% +5,864 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 143,911 $48.2M 9.99% -2,006 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 143,353 $48.1M 19.97% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 143,238 $48M 2.33% -4,698 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 143,019 $47.9M 3.01% +830 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 141,815 $47.5M 0.6% +3,784 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 141,331 $47.4M 6.14% -248 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 139,773 $46.9M 1.05% +85 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 139,276 $46.7M 13.08% +970 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 139,239 $46.7M 8.95% +471 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 139,064 $46.6M 13.87% -571 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 137,674 $46.2M 7.22% +23,679 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 136,286 $45.7M 31.32% +2,724 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 136,128 $45.6M 0.15% +51,159 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 138,943 $45.6M 11.63% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 135,611 $45.5M 0.45% +2,704 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 135,570 $45.5M 1.72% -3,171 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 135,469 $45.4M 48.84% 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 135,037 $45.3M 7.03% -3,645 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 134,863 $45.2M 0.81% +15,669 13F-HR Timeline Michael & Susan Dell Foundation More: the full row for Michael & Susan Dell Foundation 134,575 $45.1M 1.56% new 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 133,330 $45M 29.39% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 133,725 $44.8M 16.32% +2,350 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 133,096 $44.6M 2.11% -605 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 132,797 $44.5M 7.98% +5,514 13F-HR/A Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 132,176 $44.3M 26.45% -11,745 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 130,797 $43.9M 5.8% -1,174 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 128,275 $43.7M 8.37% +3,201 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 130,252 $43.7M 27.11% -2,358 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 129,757 $43.5M 34.97% -1,646 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 128,812 $43.2M 0.85% +89,557 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 128,485 $43.1M 50.87% +2,371 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 128,375 $43M 5.36% +1,066 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 128,244 $43M 0.53% +3,002 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 127,002 $42.6M 0.51% -67,831 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 126,778 $42.5M 12.24% +46,180 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 125,790 $42.2M 1.04% +18,987 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 125,672 $42.1M 3.34% -675 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 125,060 $41.9M 0.01% +54,325 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 124,363 $41.7M 3.89% -1,167 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 124,233 $41.7M 0.25% +5,222 13F-HR Timeline Group Penney Financial, LLC More: the full row for Penney Financial, LLC 124,072 $41.6M 16.05% +5,619 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 123,463 $41.4M 0.15% +3,505 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 123,140 $41.3M 0.79% +955 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 122,594 $41.1M 12.96% +3,093 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 122,059 $40.9M 3.17% +1,483 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 121,510 $40.7M 9.29% +2,153 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 121,479 $40.7M 7.58% -1,953 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,390 $40.7M 0.22% +3,079 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 121,148 $40.6M 3.95% +6,499 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 120,412 $40.4M 14.61% +426 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 119,761 $40.2M 2.97% -3,824 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 118,730 $39.8M 11.17% -5,570 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 118,158 $39.6M 22.58% 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 118,131 $39.6M 11.3% -747 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 116,165 $39.6M 0.98% +11,193 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 117,904 $39.5M 0.06% +39,810 13F-HR Timeline Group GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 117,623 $39.4M 31.43% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 117,060 $39.2M 9.5% +17,935 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 116,771 $39.1M 1.7% +44,009 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 114,798 $38.5M 6.96% +2,584 13F-HR Timeline XY Planning Network, Inc. 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