AMG National Trust Bank More: the full row for AMG National Trust Bank 290,404 $93.2M 2.02% +14,389 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 296,021 $92.5M -2,460 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 284,975 $91.4M 0.44% +61,233 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 280,751 $90.1M 0.69% -4,972 13F-HR Timeline Group AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 280,031 $89.8M 70.29% -4,337 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 279,602 $89.7M 27.71% +7,472 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 276,653 $88.8M 8.87% +21,029 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 275,951 $88.5M 0.66% -29,065 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 275,843 $88.5M 40.16% 0 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 275,602 $88.4M 20.98% +6,366 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 275,369 $88.3M 18.28% +8,940 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 274,980 $88.2M 2.59% +5,142 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 273,203 $87.6M 22.77% +6,658 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 239,288 $87.3M 5.19% +14,436 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 266,959 $85.6M 4.11% -64,675 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 266,662 $85.5M 38.66% +1,019 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 265,766 $85.3M 0.42% +7,194 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 259,920 $83.4M 1.9% +12,567 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 259,122 $83.1M 1.19% +643 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 258,527 $83M 0.41% +14,839 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 258,323 $82.9M 4.96% +2,446 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 257,701 $82.7M 7.44% +186 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 254,654 $81.7M 58.52% +13,123 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 252,254 $80.9M 11.4% +2,597 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 246,443 $79.1M 18.33% +10,606 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 244,405 $78.4M 15.99% -11,222 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 243,111 $78M 0.71% +1,558 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 242,408 $77.8M 39.02% +4,177 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 241,786 $77.6M 9.06% +5,155 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 240,162 $77M 10.89% +3,889 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 238,546 $76.5M 25.68% +5,198 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 234,031 $75.1M 10.44% +8,360 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 233,776 $75M 39.37% +11,581 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 231,862 $74.4M 1.77% -6,022 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 230,812 $74M 0.18% +9,882 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 229,378 $73.6M 7.09% -2,057 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 228,958 $73.5M 0.23% +18,278 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 227,871 $73.1M 11.86% +20,497 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 226,353 $72.6M 1.68% +18,982 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 222,568 $71.9M 0.68% +28,504 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 222,130 $71.3M 8.46% -1,044 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 220,983 $70.9M 9.54% -1,517 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 219,258 $70.3M 19.82% +7,987 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 216,463 $69.4M 0.92% +28,665 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 214,106 $69.2M 5.18% -569 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 215,643 $69.2M 3.93% -10,525 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 215,155 $69M 2.36% -21,025 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 215,023 $69M 7.93% -9,504 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 214,039 $68.7M 0.54% +3,464 13F-HR Timeline Group Independent Order of Foresters More: the full row for Independent Order of Foresters 213,865 $68.6M 67.35% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 213,806 $68.6M 18.02% +483 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 213,792 $68.6M 0.35% +19,569 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 212,363 $68.1M 10.97% -545 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 210,203 $67.4M 25.01% +1,077 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 209,912 $67.3M 0.83% +2,474 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 207,973 $66.7M 31.68% +3,075 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 207,679 $66.6M 0.2% +84,216 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 207,234 $66.5M 40.21% +9,737 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 206,819 $66.3M 6.42% +7,920 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 206,746 $66.3M 0.17% +3,835 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 203,875 $65.4M 3.89% -31,588 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 201,060 $64.5M 18.77% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 199,297 $63.9M 1.47% -2,782 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 195,878 $62.8M 0.61% +3,663 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 193,849 $62.2M 5.48% +1,974 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 192,890 $61.9M 4.04% +7,105 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 190,257 $61M 1.72% +21,042 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 190,049 $61M 4.98% +2,290 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 189,912 $60.9M 4.45% +2,367 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 189,090 $60.7M 4.41% +740 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 186,455 $59.8M 2.59% +2,394 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 185,666 $59.6M 0.48% +58,664 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 185,502 $59.5M 16.67% +12,220 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 184,540 $59.2M 20.28% +5,748 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 184,267 $59.1M 24.02% -2,213 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 183,598 $58.9M 4.03% +11,211 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 182,106 $58.4M 2.88% -4,729 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 179,893 $57.7M 4.91% -4,510 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 179,270 $57.5M 11.35% +21,011 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 178,620 $57.3M 33.39% +2,196 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 160,191 $56.7M 0.72% +2,923 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 181,525 $56.6M 26.64% +21,973 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 175,669 $56.4M 30.27% +175,298 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 175,690 $56.3M 8.8% +3,775 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 175,449 $56.3M 0.61% +6,326 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,161,979 $56.1M 4.22% -10,075 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 174,787 $56.1M 0.82% +11,065 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 173,834 $55.8M 5.99% +3,064 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 173,616 $55.7M 29.97% -1,155 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 173,405 $55.6M 8.57% -296 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 171,405 $55M 0.66% +518 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 170,460 $54.7M 25.62% +13,930 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 169,996 $54.5M 1.07% +1,090 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 169,681 $54.4M 28.13% +2,686 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 169,193 $54.3M 21.28% +12,308 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 168,373 $54M 16.87% +7,373 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 167,879 $53.9M 0.6% +60,056 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 167,805 $53.8M 0.59% +7,779 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 166,000 $53.3M 5.88% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 165,873 $53.2M 6.2% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 165,190 $53M 3.28% -48,129 13F-HR Timeline Group Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 164,468 $52.8M 21.22% +1,597 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 163,814 $52.6M 2.82% +885 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 163,814 $52.5M 10.45% +10,871 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 162,183 $52M 0.97% +16,282 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 161,223 $51.7M 5.85% -6,233 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 160,840 $51.6M 0.8% +53,820 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 159,786 $51.3M 11.09% +318 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 158,711 $50.9M 30.38% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 158,272 $50.8M 0.76% +5,473 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 157,372 $50.5M 0.83% +61,038 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 157,362 $50.5M 11.76% +14 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 156,274 $50.1M 2.8% -19,853 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 155,397 $49.9M 0.59% -69,170 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 154,810 $49.7M 6.33% +10,855 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 154,451 $49.5M 22.19% -635 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 154,167 $49.5M 3.29% -15,148 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 153,820 $49.3M 0.89% +4,364 13F-HR/A Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 152,967 $49.1M 22.37% -1,724 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 151,381 $48.6M 8.57% -26,917 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 150,648 $48.3M 15.2% -9,490 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 150,404 $48.3M 1.33% -242 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 150,340 $48.2M 21.44% +184 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 150,333 $48.2M 2.35% +7,095 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 140,674 $48.2M 6.56% +1,435 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 150,033 $48.1M 0.59% -4,839 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 149,452 $47.9M 18.91% -89,775 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 146,799 $47.1M 6.83% -815 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 146,291 $46.9M 12.97% -15,693 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 145,577 $46.7M 0.67% -845 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 144,422 $46.3M 0.49% +8,811 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 144,082 $46.2M 2.8% +1,063 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 143,604 $46.1M 15.45% -2,428 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 143,243 $46M 19.53% -110 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 141,461 $45.4M 9.3% -2,450 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 141,067 $45.3M 1.27% -27,476 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 140,659 $45.1M 2.01% -10,500 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 140,361 $45M 30.18% +4,075 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 127,824 $44.9M 1% +11,659 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 139,532 $44.8M 1% -241 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 139,483 $44.7M 6.77% +1,809 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 138,816 $44.5M 47.23% +3,347 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 138,494 $44.4M 12.65% -782 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 137,422 $44.1M 9.26% -11,939 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 135,483 $43.5M 5.74% -5,848 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,428 $43.4M 0.16% -700 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 135,261 $43.4M 0.01% +10,201 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 135,208 $43.4M 2.19% +133,330 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 134,689 $43.2M 7.88% +1,892 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 128,812 $43.2M 0.85% 0 13F-HR Timeline Michael & Susan Dell Foundation More: the full row for Michael & Susan Dell Foundation 134,575 $43.2M 1.52% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 134,523 $43.2M 12.9% -4,541 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 128,485 $43.1M 50.87% 0 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 134,047 $43M 25.81% +1,871 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 133,910 $43M 34.03% +4,153 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 133,812 $42.9M 7.03% -1,225 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 133,142 $42.7M 10% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 132,975 $42.7M 1.72% -2,595 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 132,966 $42.7M 0.51% +4,722 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 132,426 $42.5M 1.87% -670 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 132,232 $42.4M 22.06% +14,074 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 130,731 $41.7M 4.82% +2,356 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 129,948 $41.7M 10.57% -8,995 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 129,153 $41.4M 0.44% +82,757 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 129,057 $41.4M +47,711 Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 129,055 $41.4M 12.76% +6,461 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 128,515 $41.2M 32.21% +10,892 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 128,493 $41.2M 3.26% +2,821 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 128,417 $41.2M 15.81% +4,345 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 116,393 $40.9M 27.86% -27,011 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 127,245 $40.8M 1.01% +1,455 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 115,069 $40.7M 8.04% -13,206 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 126,339 $40.5M 27.07% -3,913 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 126,285 $40.5M 3.84% +5,137 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 124,649 $40M 11.98% -9,076 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 124,213 $39.8M 3.13% +2,154 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 124,054 $39.8M 0.25% -179 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 123,804 $39.7M 9.72% +6,744 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 122,977 $39.5M 8.9% -87,242 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 122,012 $39.1M 0.21% +622 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 121,278 $39.1M 2.68% +1,517 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 121,578 $39M 1.19% +25,819 13F-HR/A Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 121,477 $39M 10.28% +10,617 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 121,288 $38.9M 3.73% -3,075 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 120,726 $38.7M 10.63% +2,595 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 120,411 $38.6M 0.6% +18,092 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 119,991 $38.5M 0.72% -3,149 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 119,196 $38.2M 1.77% +23,331 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 118,617 $38.1M 0.19% +29,470 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 117,486 $37.7M 14.01% -2,926 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 116,729 $37.4M 10.37% -2,001 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 116,329 $37.3M 5.98% +8,955 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 114,883 $36.9M 1.54% -1,888 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 114,655 $36.8M 22.72% +4,937 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 114,103 $36.6M 4.47% +610 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 113,678 $36.5M 9.57% +1,808 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 112,404 $36.1M 0.12% -1,286 13F-HR/A Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 110,229 $35.4M 8.13% +1,704 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 110,148 $35.3M 0.64% -24,715 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 109,257 $35.1M 3.67% -4,173 13F-HR Timeline