Ahara Advisors LLC More: the full row for Ahara Advisors LLC 56,035 $20.7M 14.02% +4,819 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 56,028 $20.7M 0.64% -184 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 55,936 $20.7M 11.91% +2,326 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 55,487 $20.5M 1.95% -487 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 55,335 $20.5M 2.46% -973 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 55,297 $20.5M 3.81% +1,418 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 55,263 $20.4M 0.43% +164 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 55,238 $20.4M 8.44% +49 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 55,140 $20.4M 19.69% -14,425 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 55,040 $20.4M 0.67% +306 13F-HR Timeline Group Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 55,012 $20.4M 0.67% +321 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 54,965 $20.3M 1.79% +30,883 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 54,824 $20.3M 6.54% -2,730 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 54,783 $20.3M 36.15% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 54,673 $20.2M 1.35% +213 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 54,256 $20.1M 0.68% +7,951 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 54,228 $20.1M 6.43% 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 54,002 $20M 18.69% +1,269 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 53,937 $20M 1.77% -2,018 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 53,791 $19.9M 3.08% +836 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 53,273 $19.7M 1.6% -482 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 53,235 $19.7M 1.14% -257 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 52,527 $19.4M 3.01% -178 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 52,400 $19.4M 0.89% +295 13F-HR Timeline Group BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 52,257 $19.3M 14.32% +1,803 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 51,875 $19.2M 11.27% -953 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 51,869 $19.2M 0.63% -960 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 51,724 $19.1M 5.45% +1,295 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 51,577 $19.1M 0.45% -77,576 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 51,529 $19.1M 7.53% +3,720 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 51,439 $19M 0.82% -700 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 51,209 $18.9M 10.66% +116 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 51,101 $18.9M 13.89% +243 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 51,044 $18.9M 8.57% +1,800 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 51,016 $18.9M 2.06% +235 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 50,969 $18.9M 2.38% -1,066 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 50,866 $18.8M 1.72% -7,342 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 50,841 $18.8M 13.62% -1,797 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 50,777 $18.8M 0.3% +912 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 50,481 $18.7M 7.99% +3,573 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 50,238 $18.6M 0.91% -1,506 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 50,087 $18.5M 0.52% -264 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 49,744 $18.4M 2.91% -2,009 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 49,710 $18.4M 0.71% +341 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 49,695 $18.4M 14.27% +11,550 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 49,664 $18.4M 11.26% -2,060 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 49,489 $18.3M 13.35% +42,755 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 49,266 $18.2M 0.55% 0 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 49,073 $18.2M 10.57% +2,277 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48,941 $18.1M 0.9% +129 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 48,879 $18.1M 0.43% +1,583 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 48,567 $18M 0.45% +266 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 48,563 $18M 4.77% +401 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 48,555 $18M 4.81% -122 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 48,502 $17.9M 0.9% -639 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 48,417 $17.9M 3.6% +1,354 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 48,347 $17.9M 0.05% +1,368 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 48,320 $17.9M 1.43% +2,843 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 48,275 $17.9M 2.11% -525 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 48,253 $17.9M 5.6% -17,552 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 48,016 $17.8M 4.16% -2,200 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 47,901 $17.7M 11.16% -52 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 47,772 $17.7M 0.21% +1,456 13F-HR Timeline Group SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 47,687 $17.6M 10.43% +23,125 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 47,515 $17.6M 0.7% +150 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 47,452 $17.6M 1.23% +1,528 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 47,273 $17.5M 0.13% +1,676 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 47,230 $17.5M 0.49% +9,499 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 47,161 $17.5M 4.02% -418 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 47,062 $17.4M 0.21% +12,237 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 47,025 $17.4M 4.46% +655 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 46,964 $17.4M 0.04% +4,085 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 46,790 $17.3M 13.05% -292 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 46,691 $17.3M 1.53% +338 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 46,567 $17.2M 1.23% +1,979 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 46,534 $17.2M 7.58% +1,164 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 46,463 $17.2M 8.19% +2,465 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 46,776 $17.1M 1.97% +15,449 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 46,238 $17.1M +212 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46,138 $17.1M 3.39% -611 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 46,059 $17M 0.44% +699 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45,994 $17M 0.07% +210 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 45,993 $17M 3.21% +33,905 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 45,988 $17M 1.91% -2,128 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 45,938 $17M 4.83% -327 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 45,600 $16.9M 0.04% +1,683 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 45,432 $16.8M 0.09% +1,384 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,325 $16.8M 0.18% -278 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 45,200 $16.7M 6.72% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 44,970 $16.6M 0.71% +33 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 44,970 $16.6M 7.08% +12,337 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 44,922 $16.6M 3.1% -538 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 44,889 $16.6M 5.15% +296 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 44,884 $16.6M 11.92% +692 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 44,871 $16.6M 0.48% -1,055 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. 44,683 $16.5M 1.34% -276 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 44,664 $16.5M 0.4% +150 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 44,532 $16.5M 1.32% -4,413 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 44,510 $16.5M 0.86% +2,921 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 44,399 $16.4M 0.54% -1,155 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 44,388 $16.4M 0.95% +23,797 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 44,321 $16.4M 4.1% +846 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 44,230 $16.4M 1.96% +84 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 43,895 $16.2M 1.88% +504 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 43,850 $16.2M 3.43% 0 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 43,798 $16.2M 5.07% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 43,751 $16.2M 1.31% -605 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 43,665 $16.2M 8.78% +40,670 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 43,579 $16.1M 2.34% -5,302 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 43,575 $16.1M 6.68% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 825,883 $16.1M 6.89% +783,020 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 43,510 $16.1M 1.66% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 43,479 $16.1M 1.52% +3,117 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 43,356 $16M 0.89% -1,066 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 43,296 $16M 2.34% -641 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43,184 $16M 0.2% -5,174 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 43,183 $16M 0.84% +234 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 43,082 $15.9M 0.23% +2,064 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 42,749 $15.8M 2.39% -1,846 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 42,678 $15.8M 9.84% -66 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 42,620 $15.8M 7.59% -379 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 42,589 $15.8M 2.27% -985 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 42,434 $15.7M 0.22% -2,119 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 42,408 $15.7M 0.95% 0 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 42,211 $15.6M +129 Timeline Capital Square, LLC More: the full row for Capital Square, LLC 41,812 $15.6M 6.85% +30 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,075 $15.6M 0.19% -1,832 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 42,031 $15.6M 0.3% +14,700 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 41,985 $15.5M 0.52% -115 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 41,969 $15.5M 0.41% +902 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 41,934 $15.5M 0.54% +2,564 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 41,789 $15.5M 0.57% -171 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 41,721 $15.4M 2.23% +826 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 41,644 $15.4M 1.28% +1,697 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 41,731 $15.4M 0.92% +2,197 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 41,620 $15.4M 0.24% -4,352 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 41,573 $15.4M 1.95% -1,777 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 41,493 $15.4M 1.77% -485 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 41,482 $15.3M 2.58% +3,739 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 41,225 $15.3M 7.33% +1,570 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 41,215 $15.3M 1.25% +355 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 41,154 $15.2M 2.79% +1,024 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 41,079 $15.2M 1.42% -177 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 41,024 $15.2M 9.06% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 40,895 $15.1M 9.14% -970 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 41,094 $15.1M 0.49% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 40,744 $15.1M 0.94% +906 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 40,701 $15.1M 5.68% +945 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 40,713 $15.1M 2.36% +1,980 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 40,537 $15M 0.47% +9,314 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 46,256 $14.8M 1.85% 0 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 40,000 $14.8M 13.64% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 39,953 $14.8M 3.48% +1,018 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 39,951 $14.8M 0.17% -7,504 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 48,776 $14.8M 2.58% +6,704 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 39,895 $14.8M 4.44% +1,399 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 39,868 $14.8M 0.61% -15,182 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 39,868 $14.8M 3.04% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 39,868 $14.8M 3.65% +342 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 39,655 $14.7M 7.92% +6,238 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 39,664 $14.7M 3.53% +168 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 39,568 $14.6M 4.34% -315 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 39,561 $14.6M 0.95% +16,704 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 39,286 $14.5M 0.25% -1,104 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 39,258 $14.5M 0.31% -2,379 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 39,163 $14.5M 1.78% +1,651 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 39,097 $14.5M 4.11% -3,346 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 38,811 $14.4M 7.72% +535 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 38,756 $14.3M 1.07% -541 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 38,539 $14.3M 0.78% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 38,532 $14.3M 0.99% +1,081 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 38,510 $14.3M 5.55% -2,505 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 38,383 $14.2M 0.82% +196 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,504 $14.2M 4.58% -130 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 37,690 $13.9M 0.71% -11 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 37,645 $13.9M 0.22% +2,001 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 37,633 $13.9M 0.11% +23,472 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 37,633 $13.9M 7.03% +159 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 37,586 $13.9M 1.58% +521 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 37,495 $13.9M 0.84% +1,462 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 37,327 $13.8M 7.79% -588 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 37,236 $13.8M 0.92% -1,787 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 37,212 $13.8M 2.02% +1,531 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 37,133 $13.7M 0.73% +1,127 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 37,081 $13.7M 2.22% -454 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 36,889 $13.7M 0.82% -33,094 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 36,765 $13.6M 0.87% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,746 $13.6M 0.25% -16,193 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 36,734 $13.6M 0.23% +8,767 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 36,726 $13.6M 1.58% -458 13F-HR Timeline Confluence Wealth Services, Inc. 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