BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 130,911 $6.54M <0.01% +128,607 13F-HR Timeline Group Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 130,880 $6.54M 3.56% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 130,387 $6.51M 0.05% 0 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 129,252 $6.46M 1.94% +4,037 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 128,278 $6.41M 1.02% +51,016 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 127,656 $6.38M 0.85% +5,854 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 127,408 $6.36M 1.14% +20,752 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 126,753 $6.33M 3.21% -17,507 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 126,491 $6.32M 3.89% +5,943 13F-HR Timeline Friday Financial More: the full row for Friday Financial 126,167 $6.3M 2.17% +4,149 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 124,709 $6.23M 2.82% +10,432 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 124,129 $6.2M <0.01% +4,105 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 123,573 $6.17M 1.13% +26,720 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 123,290 $6.16M 2.04% +11,706 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 122,915 $6.14M 1.73% +113,366 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 122,722 $6.13M 3.33% -4,259 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 121,414 $6.06M 0.49% +6,636 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 121,270 $6.06M 0.14% +4,403 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 121,257 $6.06M 0.37% -3,134 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 119,289 $5.96M 0.32% +2,470 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 117,113 $5.85M 1.86% +1,757 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 116,949 $5.84M 0.28% -437,418 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 116,592 $5.82M 0.2% +7,561 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 115,534 $5.77M 0.02% -86,948 13F-HR/A Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 112,855 $5.64M 3.91% -1,937 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 110,919 $5.54M 0.32% +20,446 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 110,736 $5.53M 0.03% -2,705 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 109,789 $5.48M 3.22% +5,309 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 109,246 $5.46M 0.04% +47,443 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 106,511 $5.32M 0.48% +2,215 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 105,904 $5.29M 3.27% +6,600 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 103,351 $5.16M 5.61% +1,944 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 102,340 $5.11M 0.44% +1,597 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 101,851 $5.09M 4.02% +2,745 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 100,510 $5.02M 0.04% +59,593 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 99,691 $4.98M 1.87% +13,590 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 99,289 $4.96M 0.54% +3,444 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 98,561 $4.92M 1.37% +8,839 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 96,578 $4.82M 3.58% +4,806 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 96,244 $4.81M 2.88% +5,680 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 95,100 $4.75M 0.01% +15,250 13F-HR/A Timeline Group Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 93,609 $4.68M 4.26% +11,034 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 93,042 $4.65M 0.03% -198 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 92,523 $4.62M 0.05% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 91,840 $4.57M <0.01% +22,676 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 91,285 $4.56M 0.12% +63,668 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 91,184 $4.55M 0.79% -5,823 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 90,750 $4.53M 0.42% +168 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 90,257 $4.51M <0.01% -124,633 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 90,145 $4.5M 0.12% +30,303 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 90,101 $4.5M 3.05% +9,370 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 89,965 $4.49M 1.07% +6,873 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 89,742 $4.48M 2.99% +5,830 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 88,434 $4.42M 0.11% -1,057 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 86,240 $4.31M 0.07% +10,628 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 86,036 $4.3M 2.82% +18,800 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 84,371 $4.21M 1.26% +4,251 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 84,276 $4.21M 1.55% +24,904 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 82,492 $4.12M 0.02% +771 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 81,999 $4.1M 0.12% +289 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 81,863 $4.09M 0.67% -16,039 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 81,809 $4.09M 0.79% -2,380 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 81,671 $4.08M 0.3% -20,050 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 80,009 $4M 2.42% +7,028 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 79,415 $3.97M 0.22% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 79,325 $3.96M 0.43% +6,505 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 79,097 $3.95M +26,166 Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 77,603 $3.88M 0.68% +2,159 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,268 $3.81M 0.01% -68,577 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 76,175 $3.8M 4.5% +7,421 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 75,747 $3.78M 0.56% +17,359 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 75,620 $3.78M 0.25% -9,910 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 75,145 $3.75M 0.08% +8,640 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 73,527 $3.67M 0.03% +40,823 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 73,118 $3.65M 2.46% -3,140 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 72,696 $3.63M 0.51% -3,000 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 72,036 $3.6M 0.24% -2,920 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 71,434 $3.57M 0.73% +7,136 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 71,193 $3.56M <0.01% -129,703 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 70,819 $3.54M 0.15% +1,320 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 70,818 $3.54M 0.6% +2,699 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 70,030 $3.51M 0.08% +793 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 69,986 $3.5M 1.04% -8,788 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 69,824 $3.49M 1.78% +3,034 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 69,421 $3.47M 0.02% -8,033 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 67,920 $3.39M 0.01% -3,058 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 67,550 $3.37M 0.11% +2,297 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 67,391 $3.37M 3.27% +7,941 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 67,191 $3.36M 0.63% +4,422 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 67,065 $3.35M 0.88% -3,771 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 66,773 $3.34M 1.14% +10,785 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 66,349 $3.31M 2.25% +1,056 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 65,905 $3.29M <0.01% -8,567 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 65,564 $3.27M 0.07% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 64,581 $3.23M 0.88% +2,925 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 62,707 $3.13M 0.01% -4,549 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 62,615 $3.13M 2.99% -2,167 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 61,493 $3.07M 0.96% +406 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 61,323 $3.06M 2.15% +3,928 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 60,796 $3.04M 1.77% +34,067 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 60,248 $3.01M 1.8% +999 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 59,642 $2.98M 2.18% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 59,620 $2.98M 2.81% -1,429 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 59,172 $2.96M 0.18% +30,469 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 58,810 $2.94M 1.52% -1,200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 58,725 $2.93M 0.66% +1,750 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 58,653 $2.93M 0.02% +7,305 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 58,701 $2.93M 0.48% +2,795 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 57,639 $2.88M 1.84% +4,507 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 56,822 $2.84M 0.08% +1,335 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 56,689 $2.83M 0.01% -10,304 13F-HR/A Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 56,072 $2.8M 0.83% +5,254 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 55,766 $2.79M 0.29% +29,143 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 55,216 $2.76M 0.5% -45 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 54,550 $2.72M <0.01% -1,339 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 54,539 $2.72M 0.08% -600 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 54,069 $2.7M 0.24% +19,013 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 54,068 $2.7M 1.07% +2,656 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 53,884 $2.69M 0.05% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,826 $2.69M 0.15% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 53,786 $2.69M 0.59% +324 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 53,553 $2.67M 0.82% +2,895 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 53,545 $2.67M 0.03% +1,816 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 53,336 $2.66M 0.65% +860 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 53,155 $2.66M 0.27% -1,861 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 52,609 $2.63M 0.25% +2,350 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 52,520 $2.62M 0.22% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 52,425 $2.62M 0.11% +2,000 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 52,306 $2.61M 0.75% +2,474 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 52,165 $2.61M 0.41% +399 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 51,324 $2.56M 0.25% +1,546 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 51,275 $2.56M 1.32% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 50,544 $2.52M 0.54% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 49,516 $2.47M 1.95% +589 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 48,895 $2.44M 2.43% +3,391 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 48,812 $2.44M 0.43% -3,747 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 48,597 $2.43M 0.09% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 48,191 $2.41M 0.97% +16,725 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 48,119 $2.4M 0.19% +2,272 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,955 $2.4M 0.04% +5,851 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 47,656 $2.38M 1.84% -1,075 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 47,210 $2.36M 1.24% +10,057 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 47,048 $2.35M 1.65% +1,578 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 46,911 $2.34M 0.31% +1,336 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 46,719 $2.33M 0.3% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 46,577 $2.33M 0.13% -11,709 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 46,248 $2.31M 0.07% -1,576 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 46,212 $2.31M 1.96% -1,387 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 45,810 $2.29M 0.99% +2,163 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 45,749 $2.29M <0.01% +20,542 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 45,564 $2.28M 1.89% +614 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 45,423 $2.27M 0.04% +365 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 45,386 $2.27M 1% +4,159 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 45,216 $2.26M 0.46% -344 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 45,211 $2.26M 1.43% +1,095 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 45,132 $2.25M 2.87% +6,269 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 45,018 $2.25M 0.14% +8,879 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 44,190 $2.21M 0.58% +959 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 44,116 $2.2M 0.24% +818 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 43,879 $2.19M 0.58% -1,543 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 43,871 $2.19M 1.5% -3,692 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 43,714 $2.18M 1.52% +250 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 43,688 $2.18M <0.01% +451 13F-HR Timeline Group Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 43,513 $2.17M 1.91% +3,667 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 43,138 $2.15M 0.12% new 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 43,115 $2.15M 0.73% +1,512 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 43,311 $2.15M 0.02% -481,652 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 42,755 $2.14M 1.43% +620 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 42,483 $2.12M 0.27% +21,787 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,153 $2.11M <0.01% -5,705 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 41,836 $2.09M 0.56% -1,758 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 41,401 $2.07M 0.11% +28,779 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 41,395 $2.07M 0.06% +45 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 40,322 $2.01M 1.34% -18,678 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 40,355 $2.01M 0.03% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 39,758 $1.99M 0.08% -779 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 39,727 $1.98M 0.55% -467 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 39,360 $1.97M 0.15% +9,344 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 39,174 $1.96M 1.12% +11,289 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 39,103 $1.95M 0.56% -645 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 38,789 $1.94M 0.87% +2,643 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 38,694 $1.93M 0.47% +20,980 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 38,618 $1.93M 0.59% +33,285 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 38,266 $1.91M 0.15% +1,658 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 38,165 $1.91M 0.31% -8,679 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 38,020 $1.9M 0.02% -15,191 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 37,916 $1.89M 0.2% +8,204 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 37,900 $1.89M 0.22% +7,500 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,836 $1.89M 0.07% -116,213 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 37,407 $1.87M 0.41% -11,007 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 37,363 $1.87M 0.36% new 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 37,124 $1.85M 0.45% -1,275 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 36,569 $1.82M 0.13% +21,839 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 36,142 $1.82M 0.89% +1,882 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 36,463 $1.82M 0.57% -1,037 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 36,400 $1.82M 0.05% new 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 35,886 $1.79M 1.03% -417 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 35,802 $1.79M 0.39% +4,236 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 35,793 $1.79M 0.64% -496 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 35,778 $1.79M 0.2% -9,429 13F-HR Timeline Group