FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 31,569 $9.59M 1.03% -2,250 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31,540 $9.59M 0.91% -3,762 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,420 $9.55M 0.35% +367 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 31,329 $9.52M 4.02% +779 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 31,152 $9.47M 0.71% -1,343 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 31,149 $9.47M 6.85% +508 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 31,087 $9.45M 0.84% +9,073 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 31,014 $9.43M 1.12% +4,672 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 30,990 $9.42M 0.68% +2,555 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 30,937 $9.4M 2.59% +384 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 30,767 $9.36M 0.78% +353 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 30,740 $9.34M 0.62% +7,627 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 30,617 $9.31M 7.03% +1,589 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 30,542 $9.28M 0.56% +665 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 30,505 $9.27M 1.22% -179 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 30,437 $9.25M 0.55% +3,420 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 30,262 $9.2M 0.38% +475 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 30,123 $9.16M 3.99% +1,027 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 30,094 $9.15M 0.39% +545 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 30,000 $9.12M 9.85% -25,000 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 29,882 $9.08M 0.32% -1,428 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 29,843 $9.07M 0.85% +15,928 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 29,766 $9.05M 2.85% -1,598 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 29,760 $9.04M -368 Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 29,748 $9.04M 3.62% +8,126 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 29,708 $9.03M 0.7% -200 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,651 $9.01M 0.15% +1,657 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 29,512 $8.97M 4.91% +12,312 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 29,510 $8.97M 3.31% +2,233 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29,478 $8.96M 0.16% -394 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 32,592 $8.96M 0.72% -424 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 29,405 $8.94M 0.19% -222 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 29,238 $8.89M 1.83% -90 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 29,212 $8.88M 0.4% -584 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 29,136 $8.86M 3.31% +100 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 29,135 $8.85M 5.98% -1,265 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 29,091 $8.84M -23,284 Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 29,086 $8.84M 1.87% -259 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 29,013 $8.82M 1.24% +772 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 28,852 $8.8M 0.84% -171 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 28,875 $8.78M 2.55% +6,761 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 28,871 $8.77M 2.43% -376 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 28,026 $8.72M 1.71% -1,195 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 28,609 $8.7M 2.54% +407 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 28,595 $8.69M 0.66% -81 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 28,434 $8.64M 5.46% +14,133 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 27,540 $8.64M 2.9% +4,517 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 28,366 $8.62M 6.86% +407 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 28,333 $8.61M 5.95% -30 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 28,245 $8.58M 3.34% +1,119 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 28,208 $8.57M 0.53% +1,213 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 28,156 $8.56M 0.84% +1,553 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 28,010 $8.54M 3.39% -727 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 27,947 $8.49M 5.27% +2,375 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 27,909 $8.48M 5.12% +1,564 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 27,882 $8.47M 0.61% +23 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 27,867 $8.47M 5.44% +1,143 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 27,763 $8.44M 1.06% -986 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 27,760 $8.44M 1.53% -76 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 27,597 $8.39M 4.21% +284 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 30,489 $8.38M 1.8% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 27,546 $8.37M 1% -835 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 27,316 $8.3M 2.66% -558 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 27,276 $8.29M 8.92% +1,937 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 26,963 $8.19M 4.23% +567 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 26,951 $8.19M 4.93% +1,797 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 26,948 $8.19M 1.23% -654 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 26,771 $8.16M 0.15% +22,687 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 26,563 $8.07M 2.98% +427 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,529 $8.06M 2.67% -132 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 26,508 $8.06M 3.61% 13F-HR Timeline Trust Co More: the full row for Trust Co 26,458 $8.04M 0.91% -11 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 26,429 $8.03M 1.26% +50 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 26,404 $8.02M 3.88% +297 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 25,522 $8M 3.39% +980 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 26,277 $7.99M 0.02% +2,445 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 26,067 $7.95M 0.22% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 26,140 $7.95M 2.95% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 26,260 $7.94M 0.26% -517 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 26,085 $7.93M 0.45% +9,043 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 26,052 $7.92M new Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 25,940 $7.88M 0.75% -3,374 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 25,937 $7.88M 1.08% +2,530 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 25,925 $7.88M 1.45% +4,665 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 25,897 $7.87M 1.93% -266 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 25,579 $7.8M 2.81% +6,800 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 25,490 $7.75M 0.5% -136 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,411 $7.72M 5.34% +686 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 25,265 $7.72M 2.03% +6,382 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,287 $7.69M 0.37% -8,596 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 25,262 $7.68M 3.98% +331 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 25,201 $7.66M 0.75% -10,210 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 25,164 $7.65M 2.96% +164 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 25,072 $7.62M 0.94% +75 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 25,010 $7.6M 3.36% +410 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,906 $7.57M 0.09% +634 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,900 $7.57M 0.01% 0 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 24,866 $7.56M 4.29% +865 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 24,797 $7.54M 0.7% +11,246 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,762 $7.53M 0.58% +7,912 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 24,701 $7.51M 0.35% +2,744 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 24,692 $7.5M 2.5% +1,780 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 24,675 $7.5M 6.47% +135 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 24,651 $7.49M 0.49% -1,066 13F-HR/A Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 24,638 $7.49M 4.6% +2,335 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 24,588 $7.47M 0.4% +3,245 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 24,579 $7.47M 6.49% +725 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 24,384 $7.41M 3.43% +4,032 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 24,316 $7.41M +13,344 Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 24,367 $7.41M 1% +11,383 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 24,355 $7.4M 1.45% +430 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 24,349 $7.4M 3.81% +1,378 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 24,296 $7.38M 1.14% -490 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 24,122 $7.35M 0.33% -1,673 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 23,822 $7.33M 4.02% +24 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 24,005 $7.3M 1.15% +4,579 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 24,000 $7.29M 3.01% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,518 $7.29M 3.41% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 23,866 $7.25M 2.24% -1,341 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 23,809 $7.24M 0.61% +3,028 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 23,756 $7.22M 3.94% +2,030 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 23,695 $7.2M 0.71% -596 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 23,688 $7.2M 0.27% +95 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 23,675 $7.2M 0.11% -2,530 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 23,653 $7.19M 0.22% +181 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 23,601 $7.17M 1.93% +3,456 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 23,586 $7.17M 0.82% +1,257 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 23,555 $7.16M 0.23% -1,360 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 23,508 $7.14M 0.22% +8 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 23,440 $7.12M 2.27% +2,018 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 23,420 $7.12M 0.28% +144 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 23,355 $7.1M 0.01% -5,182 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 23,280 $7.08M 2.23% +185 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 23,207 $7.05M 0.43% -3,356 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 23,176 $7.04M 4.54% -4 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 23,144 $7.03M 2.4% +347 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 23,105 $7.02M 1.69% -397 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 22,934 $6.97M 0.13% +19,463 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 25,255 $6.94M 2.38% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 22,750 $6.91M 3.59% -1,023 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 22,595 $6.87M 4.74% +1,446 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 22,553 $6.85M 2.12% +2,338 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 22,500 $6.84M 5.91% -80 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,487 $6.83M 0.46% +1,680 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 22,481 $6.83M 1.06% -597 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22,407 $6.81M 2.79% +218 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 21,805 $6.79M 2.43% +2,592 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 22,305 $6.78M 0.18% +1,672 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 22,285 $6.77M 1.09% -780 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 22,261 $6.77M 0.55% +144 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,245 $6.76M 0.53% +1,769 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 22,233 $6.76M 2.29% -2,906 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,216 $6.75M 0.28% 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 21,953 $6.67M 5.43% +882 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 21,907 $6.66M 0.33% +1,196 13F-HR Timeline CX Institutional More: the full row for CX Institutional 21,891 $6.65M 0.23% -15,435 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 21,868 $6.65M 0.56% +107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,753 $6.63M 0.2% +725 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 21,783 $6.62M 0.06% +3,934 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,652 $6.58M 1.04% +477 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 21,420 $6.51M 1.14% +6,566 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 21,369 $6.49M 2.53% +1,917 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 21,359 $6.49M 2.02% +2,425 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 21,333 $6.48M 1% -341 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,312 $6.48M 0.1% +759 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 21,271 $6.46M 0.48% +181 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 21,194 $6.46M 2.55% -611 13F-HR/A Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 21,210 $6.45M 3.09% +500 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 21,136 $6.42M 1.83% -4,728 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21,136 $6.42M 0.06% -465 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 21,119 $6.42M 6.3% -52 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21,114 $6.42M 0.23% -2,257 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 21,040 $6.39M 2.96% -4,744 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 21,002 $6.38M 0.78% -11,296 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 21,000 $6.38M 0.14% -821,316 13F-HR Timeline Group Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 20,994 $6.38M 1.45% +12,203 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 20,937 $6.36M 2.04% +1,476 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,927 $6.36M 0.11% +264 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 20,904 $6.35M <0.01% +6,187 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 20,854 $6.34M 0.45% +786 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 20,675 $6.28M 3.7% +1,760 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,616 $6.27M 2.06% +377 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 20,597 $6.26M 0.35% +284 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 20,455 $6.22M 5.02% +965 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 20,323 $6.2M 0.69% +436 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 20,258 $6.16M 1.71% -2,421 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 20,248 $6.15M 1.23% +403 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 20,153 $6.13M 2.16% +5,566 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 20,102 $6.11M 1.55% +682 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 20,023 $6.09M 0.04% +5,025 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 20,020 $6.08M 3.11% -430 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,937 $6.06M 0.09% +145 13F-HR/A Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 19,922 $6.05M 5.26% +5,957 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,858 $6.04M 0.25% +434 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 19,764 $6.03M 1.32% -818 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 19,761 $6.01M 1.65% +8,882 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 19,752 $6M 5.51% -298 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,737 $6M 0.36% -56 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 19,731 $6M 2.46% +6,241 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 59,306 $5.98M 0.13% +365 13F-HR Timeline