Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 56,442 $19.3M +17,291 Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 57,410 $19.2M 16.15% 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 57,258 $19.2M 18.01% 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 56,944 $19.1M 9.92% 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 56,910 $19.1M 0.18% +2,075 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 56,869 $19.1M 0.62% +62 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 56,476 $18.9M 0.29% +1,069 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 56,306 $18.9M 1.04% +1,712 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 56,289 $18.9M 6.39% -416 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 56,214 $18.8M 0.71% -183 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 56,172 $18.8M 8.91% +68 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 56,106 $18.8M 0.6% -3,045 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 56,067 $18.8M 10.32% -400 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 55,999 $18.8M 0.63% +82 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 55,290 $18.5M 2.65% +5,916 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 54,834 $18.4M 1.73% -1,235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 54,822 $18.4M 3.4% -633 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 54,731 $18.4M 0.11% +9,626 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 54,691 $18.3M 0.55% +29,616 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 54,687 $18.3M 0.21% +6,360 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 54,563 $18.3M 0.64% +2,402 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 54,526 $18.3M 15.09% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 54,388 $18.2M 0.44% +1,537 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 54,168 $18.2M 1.46% -1,972 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 54,065 $18.1M 0.94% -2,797 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 54,064 $18.1M 12.06% -433 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 54,036 $18.1M 0.41% +19,766 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 53,933 $18.1M 0.28% +3,768 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 53,888 $18.1M 1.11% -1,251 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 53,625 $18M 0.99% -396 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 53,389 $17.9M 0.79% +4,846 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 53,109 $17.8M 11.69% -517 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 52,879 $17.7M 2.65% -8,514 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 52,809 $17.7M 17.68% 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 52,630 $17.6M 3% +2,002 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 52,568 $17.6M 3.1% -327 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 52,512 $17.6M 3.69% -1,062 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 52,386 $17.6M 3.09% -1,478 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 52,178 $17.5M 3.1% -5,290 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 52,176 $17.5M 11.19% -2,641 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 51,547 $17.3M 0.3% -2,982 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51,295 $17.2M 0.77% +48 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 51,057 $17.1M 12.17% +2,576 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 50,884 $17.1M 14.21% +1,505 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 50,670 $17M 7.14% +2,897 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 50,479 $16.9M 2.12% -845 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 49,970 $16.8M 2.23% -2,562 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 49,963 $16.8M 9.97% +1,577 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 49,396 $16.6M 5.51% -925 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 49,502 $16.6M 1.97% -223 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 49,266 $16.5M 0.55% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 48,882 $16.4M 0.45% -1,559 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48,848 $16.4M 0.92% -1,126 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 48,768 $16.4M 0.59% -1,038 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 48,689 $16.3M 0.51% +43 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 48,589 $16.3M 1.57% -918 13F-HR/A Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 48,579 $16.3M 4.34% -1,165 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 48,576 $16.3M 2.13% +42,348 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 48,411 $16.2M 7.92% -324 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 48,373 $16.2M 0.96% -3,627 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 47,989 $16.1M 3.73% -1,524 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 47,919 $16.1M 0.55% -546 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 47,798 $16M 0.52% +8,830 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 47,773 $16M 4.91% -5,259 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 47,572 $16M 14.43% -1,168 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 47,650 $16M 0.18% +756 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 47,542 $15.9M 0.75% +105 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 47,508 $15.9M 2.45% -1,031 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 47,332 $15.9M 12.42% +598 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 47,226 $15.8M 4.76% -442 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 47,205 $15.8M 3.15% +969 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 46,859 $15.7M 1.13% +18,268 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 46,856 $15.7M 5.62% -4,432 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 46,771 $15.7M 0.41% new 13F-HR Timeline Group Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 46,721 $15.7M 6.4% +809 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 46,643 $15.6M 0.1% -1,459 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 46,610 $15.6M 0.04% -1,918 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 46,452 $15.6M 8.84% +1,364 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 46,396 $15.6M 0.38% +1,703 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 46,284 $15.5M 8.26% +3 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 46,273 $15.5M 0.4% -9,273 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 46,234 $15.5M 1.8% +432 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 45,786 $15.4M 1.15% +908 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 45,783 $15.3M 2.63% +102 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 45,750 $15.3M 1.98% +1,679 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 45,676 $15.3M 7.36% -3,655 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 45,510 $15.3M 3.87% -20,173 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 45,410 $15.2M +572 Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 45,390 $15.2M 2.46% -242 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 45,376 $15.2M 3.56% +1,912 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 45,160 $15.1M 1.57% +10,707 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 45,138 $15.1M 2.07% +2,857 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 44,969 $15.1M 8.31% +249 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 44,670 $15M 0.2% -9,339 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 44,643 $15M 2.02% +568 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 44,638 $15M 0.72% -1,454 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 44,514 $14.9M 0.31% -261 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 44,327 $14.9M 1.22% -1,024 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 44,211 $14.8M 0.43% +14,275 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 44,082 $14.8M 0.06% +5 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 43,893 $14.7M 0.76% +194 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 43,850 $14.7M 3.28% 0 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 43,798 $14.7M 5.08% -10,300 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 43,742 $14.7M 9.38% +1,530 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 43,730 $14.7M 0.08% +5,488 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 43,728 $14.7M 4.31% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 43,635 $14.6M 1.48% -6,154 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 43,575 $14.6M 4.9% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 43,572 $14.6M 2.38% -6,830 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 43,308 $14.5M 0.4% +4,035 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 43,350 $14.5M 1.93% 0 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 43,329 $14.5M 0.03% -150 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 43,305 $14.5M 6.39% +3,698 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 43,194 $14.5M 4.29% -248 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 43,123 $14.5M 4.38% -2,481 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 43,101 $14.5M 0.21% -1,798 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 42,801 $14.3M 7.69% -84 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 42,759 $14.3M 0.12% +652 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 42,454 $14.2M 1.27% +28,148 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 42,202 $14.1M 0.59% -263 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 42,182 $14.1M 0.87% +23,197 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 42,058 $14.1M 3.94% -1,534 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 41,985 $14.1M 0.83% -23,221 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 41,790 $14M 10.07% +1,711 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 41,760 $14M 0.5% +2,015 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 41,564 $14M 1.87% +10,167 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 41,537 $13.9M -166 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 41,490 $13.9M 0.95% +2,421 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 41,486 $13.9M 1.16% -18,300 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 41,400 $13.9M 6.93% +29,218 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 41,358 $13.9M 1.36% +3,156 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 41,115 $13.8M 6.89% +777 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 41,091 $13.8M 12.52% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 41,038 $13.8M 2.12% +11,030 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 40,991 $13.7M 0.25% -669 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 40,925 $13.7M 0.2% -533 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 40,855 $13.7M 1.18% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 40,800 $13.7M 6.09% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 40,772 $13.7M 13.02% 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 40,769 $13.7M 9.02% +1,121 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 40,760 $13.7M 4.45% -248 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 40,662 $13.6M 0.18% +21,173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 40,113 $13.4M 2.58% -36 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 40,111 $13.4M 0.8% +4,024 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 40,000 $13.4M 12.9% -20,000 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 39,820 $13.4M 6.81% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 39,804 $13.3M 0.42% +1,018 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 39,536 $13.3M 1.16% +42 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 39,425 $13.2M 4.66% -75 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 39,620 $13.2M 8.15% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 39,336 $13.2M 0.52% +529 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 39,219 $13.1M 0.25% -2,574 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 38,931 $13.1M 6.53% -65 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 38,683 $13M 1.03% -1,593 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 38,671 $13M 1.78% -724 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 38,646 $13M 6.31% +3,633 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,580 $12.9M 4.32% -50 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 38,515 $12.9M 9.72% -2,256 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 38,497 $12.9M 7.86% -1,289 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 38,431 $12.9M 2.21% +674 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 38,425 $12.9M 1.04% -21,050 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 38,420 $12.9M 5.77% -119 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 38,407 $12.9M 0.19% +6,107 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 38,405 $12.9M 1.38% +21,430 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 38,210 $12.8M 1.2% -2,353 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 38,198 $12.8M 0.32% +134 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 38,198 $12.8M 0.28% +291 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 38,128 $12.8M 4.24% +6,058 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 38,099 $12.8M 2.7% -451 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 38,097 $12.8M 7.89% -181 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 37,795 $12.7M 7.5% -1,206 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 37,775 $12.7M 3.22% +2,134 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 37,624 $12.6M 2.3% -304 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 37,460 $12.6M 0.86% +321 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 37,428 $12.5M 0.23% +5,834 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 36,565 $12.5M 2.13% +1,645 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 37,352 $12.5M 1.79% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 37,259 $12.5M 6.37% +1,489 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 36,894 $12.4M 12.14% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 36,865 $12.4M 0.85% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 36,644 $12.3M 0.83% +5,327 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 36,600 $12.3M 0.58% +11,877 13F-HR/A Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 36,600 $12.3M 0.26% +15,600 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 36,418 $12.2M 1% +3,842 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 36,390 $12.2M 6.83% -19,897 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 36,382 $12.2M 2.98% +497 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 36,319 $12.2M 3.14% 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 36,297 $12.2M 2.32% -762 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 36,126 $12.1M 5.57% +61 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 35,851 $12M 0.76% +1,013 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 35,821 $12M 1.25% -88,877 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 35,754 $12M 3.21% +4,969 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 35,725 $12M 2.28% +39 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 35,722 $12M 11.21% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 35,693 $12M 1.69% +8,683 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 35,672 $12M 2.61% -2,566 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 35,622 $11.9M 0.56% +263 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 35,620 $11.9M 4.61% -1,956 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 35,619 $11.9M 0.06% +2,281 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 35,571 $11.9M 3.15% -187 13F-HR Timeline