HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 105,372 $34.6M 0.78% +5,732 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 105,135 $34.5M 5.66% -4,740 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 104,488 $34.3M 3.87% +22,654 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 103,448 $33.9M 8.26% +2,914 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 103,304 $33.9M 0.03% +64,418 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 103,277 $33.9M 7.41% -180 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 103,195 $33.9M 12.19% -2,489 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 102,805 $33.7M 0.81% +2,098 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 102,607 $33.7M 11.6% +668 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 102,449 $33.6M 0.75% -465 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 102,412 $33.6M 19.91% +2,470 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 100,202 $32.9M 19.4% -9,600 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 100,046 $32.8M 18.34% -2,698 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 99,965 $32.8M 9.76% +9,706 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 99,125 $32.5M 8.39% +4,142 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 98,807 $32.4M 7.15% +1,752 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 98,403 $32.3M 1.97% +17 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 98,314 $32.3M 3.6% -22,005 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 98,021 $32.2M 2.06% -3,610 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 97,479 $32M 16.88% -527 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 97,187 $31.9M 3.25% -4,843 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 95,991 $31.5M 5.41% +5,267 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 95,606 $31.4M 0.96% -240 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 95,308 $31.3M 0.45% -35,824 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 95,233 $31.3M 8.26% -3,138 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 94,785 $31.1M 1.23% +7,990 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 94,729 $31.1M 1.92% +26,086 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 94,579 $31M 1.15% +2,356 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 94,366 $31M 3.6% +71 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 93,743 $30.8M 0.62% -4,441 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 93,337 $30.6M 1.47% -906 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 92,640 $30.4M 3.44% +7,570 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 92,628 $30.4M 11.2% +5,544 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 92,534 $30.4M 3.38% -1,058 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 91,929 $30.2M 0.76% -628 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 91,836 $30.1M 0.39% +922 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 91,763 $30.1M 1.99% -206 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 91,335 $30M 13.75% -930 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 91,100 $29.9M 10.25% +4,775 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 91,021 $29.9M 4.23% +4,938 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 90,460 $29.8M 0.05% -87 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 90,712 $29.8M 2.1% -482 13F-HR/A Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 90,399 $29.7M +70 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 89,725 $29.4M 0.1% +945 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 89,668 $29.4M 0.79% +3,642 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 88,766 $29.1M 0.59% +25,715 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 88,473 $29M 5.63% +2,664 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 88,270 $29M 11.11% +15,303 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 88,212 $28.9M 0.19% +42,543 13F-HR/A Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 87,871 $28.8M 8.68% -3,246 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 87,146 $28.7M 2.75% -1,147 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 86,592 $28.7M 0.63% -525 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 86,520 $28.4M 4.72% -251 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 86,057 $28.2M <0.01% +2,397 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 85,947 $28.2M 0.48% +3,261 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 85,707 $28.1M 0.65% +7,911 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 85,417 $28M 11.41% -1,072 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 84,969 $28M 0.11% +170 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 85,000 $27.9M 0.96% -905 13F-HR Timeline Ebor Charitable Trust More: the full row for Ebor Charitable Trust 97,901 $27.7M 56.09% +4,575 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 84,386 $27.7M 4.56% -2,804 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 84,271 $27.7M 5.99% -1,371 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84,263 $27.7M 7.91% -44 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 84,188 $27.6M 20.88% -554 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 84,101 $27.6M 1.6% -673 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 83,743 $27.5M 4.81% -6,510 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 82,583 $27.1M 19.34% -2,211 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 82,323 $27M 15.36% -2,717 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 81,470 $26.7M 5.89% -42 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 81,142 $26.6M 5.31% +4,873 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 80,845 $26.5M 13.37% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 80,769 $26.5M 4.85% -4,879 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 80,598 $26.4M 8.42% +23,221 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 79,520 $26.1M 3.83% +1,306 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 79,427 $26.1M 4.73% +13 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 79,263 $26M 0.47% +1,679 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 79,256 $26M 2.75% +2,534 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 79,052 $25.9M 0.15% -3,157 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 78,973 $25.9M 11.7% +1,553 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 78,804 $25.9M 0.84% +42,562 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 78,287 $25.7M 14.63% +3,652 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 78,094 $25.6M 0.04% +7,962 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 77,866 $25.6M 9.9% -35,238 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 77,866 $25.6M 9.9% +14,173 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 77,850 $25.5M 1.76% +509 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 77,658 $25.5M 5.51% +490 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 77,641 $25.5M 17.12% -172 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 77,053 $25.3M 1.46% +25 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 76,347 $25.1M 4.23% -1,002 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 76,506 $25.1M 0.62% +1,803 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 76,089 $25M 9.44% -4,682 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 75,228 $24.9M 6.07% +315 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 75,605 $24.8M 3.24% +3,190 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 74,988 $24.6M 1.11% +7,075 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 74,225 $24.4M 0.82% +11,939 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 74,216 $24.4M 5.23% +622 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 73,965 $24.3M 1.37% +3,907 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 73,298 $24.1M 17.46% -3,910 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 73,141 $24M 0.87% -225 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 72,809 $24M 10.33% +39,673 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 72,762 $23.9M 1.06% -2,524 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 72,274 $23.7M 7.48% -349 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 72,252 $23.7M 2.34% +530 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 71,890 $23.6M 15.62% -60 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 71,232 $23.4M 7.15% +915 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 70,735 $23.2M 0.01% +28,045 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 70,662 $23.2M 0.48% +272 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 69,776 $23.2M 14.94% -888 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 70,547 $23.2M 3.31% +1,968 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 70,335 $23.1M 0.19% -1,048 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 70,329 $23.1M 2.41% +1,688 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 70,026 $23M 8.82% +2,883 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 69,703 $22.9M 9.33% +1,800 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 67,277 $22.7M 20.52% +2,011 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 68,708 $22.5M 0.57% -1,247 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 68,145 $22.4M 13.42% +718 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 68,092 $22.3M 5% -469 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 67,825 $22.3M 0.25% +1,852 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 67,462 $22.1M 0.68% +2,262 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 67,173 $22M 3.56% new 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 66,753 $21.9M 9.78% +2,377 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 66,418 $21.9M 13.34% -1,455 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 66,645 $21.9M 0.45% -501 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 66,139 $21.7M 13.1% -767 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 65,957 $21.6M 20.41% +7,234 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 65,721 $21.6M 5.93% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 65,683 $21.6M 5.56% +429 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 65,206 $21.4M 2.33% +9,590 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 65,183 $21.4M 1.13% +2,508 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 64,431 $21.1M +35,340 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 64,206 $21.1M 0.24% +540 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 64,164 $21.1M 12.4% +6,758 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 68,911 $20.9M 7.13% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 63,812 $20.9M 5.45% -224 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 63,557 $20.9M 1.08% -1,892 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 63,133 $20.7M 1.97% +2,033 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 62,879 $20.7M 5.81% +83 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,744 $20.6M 2.65% -148 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 62,551 $20.5M 0.37% -430 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 61,673 $20.2M 9.19% +8,455 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 61,393 $20.1M 3.2% -3,327 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 61,167 $20.1M 9.94% -1,424 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 61,152 $20.1M 0.66% +1,010 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,981 $20M 0.65% +419 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 60,742 $19.9M 0.84% +4,102 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 60,069 $19.7M 14.74% +15 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 60,000 $19.7M 17.8% +30,000 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 59,880 $19.7M 3.04% -14,236 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 59,786 $19.6M 1.68% +55,319 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 59,782 $19.6M 0.45% +5,125 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 59,475 $19.5M 1.72% +5,249 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 59,222 $19.4M 1.34% -707 13F-HR/A Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 60,589 $19.4M 11.88% +3,158 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 59,151 $19.4M 0.56% -4,011 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 58,941 $19.3M 8.92% +10,180 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 58,930 $19.3M 0.31% -6 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 58,896 $19.3M 11.79% +122 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 58,715 $19.3M 0.32% +10,290 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 58,594 $19.2M 1.3% -3,462 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 58,518 $19.2M 6.97% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 58,476 $19.2M 3.07% +539 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 58,345 $19.1M 9.47% +1,428 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 58,320 $19.1M 1.43% +1,261 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 58,071 $19.1M 12.68% +1,470 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 57,798 $19M 2.24% +1,566 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 57,796 $19M 6.53% +3,336 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 57,560 $18.9M 7.61% +702 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 57,468 $18.9M 3.41% -65 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 57,467 $18.9M 14.87% +787 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 56,900 $18.7M 0.6% -1,015 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 56,862 $18.7M 1.03% +643 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 56,807 $18.6M 0.61% +2,776 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,631 $18.6M 1.25% -53,257 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 56,705 $18.6M 6.66% -720 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 56,420 $18.6M 0.81% -409 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 56,397 $18.6M 0.7% +1,687 13F-HR Timeline Group SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 56,467 $18.5M 10.57% +613 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 56,287 $18.5M 10.8% +227 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 56,140 $18.4M 1.59% +833 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 56,104 $18.4M 8.96% -174 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 56,069 $18.4M 1.97% +62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 55,917 $18.4M 0.63% +7,868 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 55,546 $18.2M 0.48% +3,287 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 55,455 $18.2M 3.58% +726 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 55,407 $18.2M 0.29% +6 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 55,139 $18.1M 1.19% -23 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 55,191 $18.1M 2.02% -1,267 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 55,050 $18.1M 0.86% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 54,851 $18M 2.55% +971 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 54,835 $18M 0.17% +269 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 54,817 $18M 11.62% -3,647 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 54,594 $17.9M 1.1% -41 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 54,561 $17.9M 0.23% -862 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 54,537 $17.9M 1.1% +4,513 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 54,529 $17.9M 0.31% -1,544 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 54,497 $17.9M 11.99% -384 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 54,009 $17.8M 0.24% +8,593 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 54,098 $17.8M 6.24% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 54,021 $17.7M 1.06% +494 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 53,864 $17.7M 3.15% -2,797 13F-HR Timeline