Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 22,308 $7.48M 2.62% +6,188 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 22,305 $7.48M 0.33% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 22,267 $7.47M 2.23% +1,682 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 21,995 $7.37M <0.01% -20,987 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21,991 $7.37M 0.52% -57 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 21,988 $7.37M 0.38% +2,311 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 21,947 $7.36M 0.25% +108 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 21,829 $7.32M 1.13% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 21,781 $7.3M 3.08% -2,828 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 21,762 $7.3M 2.04% -466 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,734 $7.29M 1.03% +670 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 21,605 $7.24M 1.8% +1,057 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 21,495 $7.21M 0.21% -1,085 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 21,457 $7.19M 0.15% +8,381 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 21,440 $7.19M 3.79% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 21,359 $7.16M 2.16% -728 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 21,241 $7.12M 0.92% new 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 21,188 $7.1M 2.31% 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 20,756 $7.1M 2.22% +2,111 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 21,166 $7.1M 3.36% -1,276 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 21,140 $7.09M 2.55% -93 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 21,105 $7.08M 1.76% +1,525 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 21,064 $7.06M 0.4% -259 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 21,063 $7.06M 0.39% +6,422 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 21,032 $7.05M 6.19% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,016 $7.05M 0.53% -3,994 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,962 $7.03M 0.5% +142 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 20,936 $7.02M 1.86% -100 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 20,875 $7M 0.97% +31 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 20,833 $6.98M 4.08% -8,652 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,752 $6.96M 0.18% +855 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20,379 $6.95M 0.14% +8,044 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 20,721 $6.95M 0.09% +3,724 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 20,665 $6.93M 0.49% -709 13F-HR/A Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 20,650 $6.92M 20.99% 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 20,639 $6.92M 2.99% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 20,629 $6.92M 0.12% -2,305 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 20,514 $6.88M 0.85% -7,171 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 20,477 $6.87M 0.24% -401 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 20,466 $6.86M 4.19% +11 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,442 $6.85M 0.25% +15 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 20,285 $6.85M 0.35% +6,385 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20,397 $6.84M 0.66% +953 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 20,309 $6.81M 0.35% -76 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,308 $6.81M 0.36% +1,348 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 20,246 $6.79M 0.58% +7,030 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 20,137 $6.75M 1.33% -107 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 20,098 $6.74M 0.39% -496 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 20,047 $6.72M 1.05% -29 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 19,890 $6.67M 3.16% +1,724 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 19,830 $6.65M 4.74% +1,690 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 19,801 $6.64M 0.35% -1,761 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 19,336 $6.64M 0.06% -300 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19,782 $6.63M 0.14% -3,270 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,781 $6.63M 1.28% +224 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 19,727 $6.61M 0.83% +371 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 19,724 $6.61M 0.69% -363 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 19,708 $6.61M 1.56% -116 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 19,677 $6.6M 0.61% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 19,673 $6.6M 0.12% -104 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 19,663 $6.59M 4.52% 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 19,613 $6.58M 6.73% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 19,599 $6.57M 0.42% +247 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 19,595 $6.57M 3.05% -425 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 19,507 $6.54M 5.5% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 19,478 $6.53M 0.72% +2,842 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 19,453 $6.52M 0.6% -31 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 19,449 $6.52M 0.11% -84 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 19,338 $6.48M 0.54% +1,190 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,242 $6.45M 0.78% +623 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,171 $6.43M 0.4% -925 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,112 $6.41M <0.01% +843 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 19,075 $6.4M 0.17% -4,024 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,045 $6.39M 0.1% -2,368 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,027 $6.38M 2.38% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 19,015 $6.38M 6.64% 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 18,571 $6.36M 5.9% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 18,941 $6.35M 0.38% -2,428 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 18,871 $6.33M 0.44% +767 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 18,860 $6.32M 1.16% -500 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 18,846 $6.32M 2.38% +117 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 18,793 $6.3M 4.39% +515 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 18,775 $6.29M 4.32% -347 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 18,768 $6.29M 0.36% -83 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 18,752 $6.29M 2.48% -541 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 18,361 $6.29M 3.2% -69 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 18,740 $6.28M 1.39% +4,626 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,703 $6.27M 0.09% +459 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,671 $6.26M 0.56% -153 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 18,668 $6.26M 3.11% +3,387 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,354 $6.26M 1.53% +4,379 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 18,660 $6.26M 0.83% +3,660 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 18,639 $6.25M 0.92% -90 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,482 $6.2M 0.46% -100 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 18,445 $6.18M 3.8% 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 18,432 $6.18M 5.8% 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 18,430 $6.18M 3.62% -567 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 18,427 $6.18M 2.52% +618 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18,410 $6.17M 0.69% 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 18,369 $6.16M 0.23% +102 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 18,341 $6.15M 0.99% -729 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 18,250 $6.12M 4.04% +6,450 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 18,216 $6.11M 3.92% +1,688 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 18,201 $6.1M 1.62% +1,032 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 57,762 $6.08M 0.11% -1,246 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 18,119 $6.07M 0.47% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,117 $6.07M 0.14% -283 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 18,074 $6.06M 0.84% +4,707 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,065 $6.06M 0.35% -163 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 18,024 $6.04M 1.01% +608 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 18,004 $6.04M 0.83% +1,766 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,868 $5.99M 0.74% -472 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 17,866 $5.99M 1.81% +571 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 17,827 $5.98M 0.32% +95 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,823 $5.98M 2.35% +201 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 17,602 $5.96M 0.13% -1,225 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 17,742 $5.95M 0.42% -326 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 17,722 $5.94M 2.57% +55 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 17,700 $5.93M 2.08% +373 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,682 $5.93M 0.39% +556 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 17,682 $5.93M 1.45% -1,273 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 17,647 $5.92M 0.23% -150 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 17,598 $5.9M 2.91% -32 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 17,596 $5.9M 0.11% +271 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 17,593 $5.9M 1.55% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,560 $5.89M 0.02% +1,855 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 17,554 $5.89M 3.89% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 17,518 $5.87M 0.8% +364 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 17,488 $5.86M 1.06% +1,816 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 17,473 $5.86M 3.75% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 17,395 $5.83M 2.63% -3,755 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 17,394 $5.83M 3.57% +777 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 17,393 $5.83M 5.73% 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 17,375 $5.83M 2.18% +9,241 13F-HR Timeline American Trust More: the full row for American Trust 17,350 $5.82M 0.49% +1,423 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 17,345 $5.82M 5.41% +13 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 17,310 $5.8M 0.32% +5,735 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,296 $5.8M 0.15% -3,700 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,293 $5.8M 0.62% +6,963 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 17,291 $5.8M 1.59% +992 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 17,277 $5.79M 0.06% +1,165 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 17,267 $5.79M 0.98% -159 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 16,953 $5.78M 0.83% +1,147 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 17,229 $5.78M 0.07% +2,966 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 17,190 $5.76M 1.61% +4,711 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 17,188 $5.76M 0.38% +179 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 17,160 $5.75M 1.23% +444 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 17,158 $5.75M 0.94% +5,413 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17,158 $5.75M 0.23% -341 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,154 $5.75M 0.37% +133 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,146 $5.75M 0.65% -218 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 17,099 $5.73M 2.31% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 17,091 $5.73M 1.31% +501 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,848 $5.73M 0.58% +1,362 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 17,081 $5.73M 1.34% -399 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 17,073 $5.72M 0.43% -99 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 17,075 $5.72M 2.6% -79 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,990 $5.7M 2.6% -5 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 17,004 $5.69M 5.97% 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 16,958 $5.69M 0.4% 0 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 16,929 $5.68M 1.04% -434 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 16,915 $5.67M 6.28% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,828 $5.64M 0.5% +24 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 16,820 $5.64M <0.01% -32,018 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 16,805 $5.63M 3.1% +149 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 16,736 $5.61M 0.72% -126 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 16,395 $5.61M 0.68% -8 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 16,726 $5.61M 3.04% +698 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,676 $5.59M 1.13% +14,342 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 16,634 $5.58M 0.01% +5,629 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 16,547 $5.55M 1.96% +80 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 16,546 $5.55M 2.06% -163 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 16,530 $5.54M 2.83% -293 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 16,488 $5.53M 2.74% 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 16,468 $5.52M 0.81% +715 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,421 $5.51M 0.48% -488 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 16,384 $5.49M 1.59% -427 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 16,320 $5.47M 0.26% +3,137 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 16,257 $5.45M 8.04% -200 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,244 $5.45M 0.68% +34 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 16,224 $5.44M 1.16% +4,524 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 16,187 $5.43M 0.06% -179 13F-HR Timeline Group Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 16,166 $5.42M 3.08% -70 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 16,010 $5.37M -331 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,971 $5.35M 0.44% +2,845 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 15,914 $5.34M 0.9% -771 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,891 $5.33M 1.23% +817 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 15,872 $5.32M 0.46% +2,518 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,824 $5.31M 4.53% -70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,739 $5.28M 0.18% +150 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,714 $5.27M 0.11% +7,663 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,686 $5.26M 1.57% +698 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,408 $5.26M 0.06% -268 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 15,665 $5.25M 2.03% +466 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 15,644 $5.24M 2.44% +1 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,616 $5.24M 0.31% -418 13F-HR Timeline Group RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 15,606 $5.23M 2.93% -44 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 15,591 $5.23M 0.9% +468 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,574 $5.22M 0.64% -161 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 15,526 $5.21M 1.8% +68 13F-HR Timeline