Grove Bank & Trust More: the full row for Grove Bank & Trust 119,181 $5.25M 0.73% +29,474 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 119,038 $5.24M 0.38% -30,153 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 119,005 $5.24M 0.04% -403 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 118,789 $5.23M 0.84% -2,799 13F-HR/A Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 118,617 $5.22M 0.03% +5,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 117,757 $5.19M 0.69% +4,083 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 117,709 $5.18M 0.37% -16,582 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 117,007 $5.15M 0.04% -39,037 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 115,973 $5.11M 0.63% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 115,532 $5.09M 0.14% +13,020 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 114,922 $5.06M 3.73% +16,794 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 114,487 $5.04M 1.13% -81,871 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 114,073 $5.02M 0.95% +5,385 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 116,821 $5M 4.23% 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 113,493 $5M 0.6% +430 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 113,419 $4.99M 0.27% -3,472 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 112,511 $4.95M 0.67% -3,988 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 111,671 $4.92M 1.38% -3,119 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 111,208 $4.9M 0.88% +1,440 13F-HR Timeline S&CO INC More: the full row for S&CO INC 110,971 $4.89M 0.33% +4,350 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 110,911 $4.88M 0.03% +3,256 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 110,423 $4.86M 0.18% +7,744 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 110,200 $4.85M 3.13% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 109,950 $4.84M 0.98% -402 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 109,942 $4.84M 2.06% +2,105 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 109,809 $4.84M 0.13% +982 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 109,600 $4.83M 0.2% -1,521 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 109,554 $4.82M 0.98% -1,954 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 109,059 $4.8M 0.6% +4,137 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 108,898 $4.8M 0.6% -4,559 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 108,794 $4.79M 0.98% +41,095 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 108,739 $4.79M 0.29% -7 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 108,689 $4.79M 0.22% +75,855 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 108,547 $4.78M 1.38% +4,696 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 108,404 $4.77M 0.09% +13,180 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 108,402 $4.77M 1.22% +808 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 108,195 $4.76M 1.75% +1,650 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 108,130 $4.76M 1.18% +2,938 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 107,351 $4.73M 0.47% -3,179 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 107,158 $4.72M 0.42% -39,195 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 107,141 $4.72M 3.18% +7,515 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 106,821 $4.7M 1.03% +106,732 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 106,795 $4.7M 3.35% +3,320 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 106,678 $4.7M 0.71% +11,392 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 106,500 $4.69M 0.46% +6,958 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 105,967 $4.67M 0.25% -5,887 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 104,132 $4.66M 0.28% +61 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 105,355 $4.64M 0.07% +4,482 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 105,310 $4.64M 1.74% -4,990 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 105,212 $4.63M 0.25% -2,365 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 105,093 $4.63M 0.39% +3,149 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 105,047 $4.63M 1.16% +1,285 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 104,977 $4.62M 2.67% +7,594 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 104,940 $4.62M 2.99% +794 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 104,891 $4.62M 2.49% +6,287 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 104,793 $4.61M 0.06% +1,004 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 104,604 $4.61M 0.22% +2,363 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 104,325 $4.59M 0.6% +14,114 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 104,105 $4.58M 0.29% +255 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 104,097 $4.58M 0.03% -2,167 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 103,761 $4.57M 0.95% +45,205 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 103,525 $4.56M 2.48% +4,696 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 103,413 $4.55M 0.86% -1,627 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 102,812 $4.53M 0.97% +8,275 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 102,636 $4.52M 1.57% -41,455 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 102,563 $4.52M 1.06% -5,356 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 102,259 $4.5M 3.49% +4,885 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 101,942 $4.49M 1.11% +2,360 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 101,659 $4.48M 2.4% +8,531 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 101,580 $4.47M 1.22% 0 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 101,454 $4.47M 0.47% -4,095 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 101,124 $4.45M 3.08% -1,213 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 98,554 $4.45M 1.81% +1,602 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 100,797 $4.44M 0.18% +1,004 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 100,346 $4.42M 0.2% -2,954 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 100,259 $4.42M 0.14% +971 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 100,016 $4.4M 0.56% -6,628 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 99,574 $4.39M 0.16% +87,179 13F-HR/A Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 99,427 $4.38M 0.43% +7,761 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 99,132 $4.37M 0.3% +57,690 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 99,085 $4.36M 1.12% +1,552 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 99,045 $4.36M 0.55% +182 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 98,230 $4.33M 0.89% -7,096 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 98,036 $4.32M 0.28% +19,279 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 98,000 $4.32M 0.03% +52,400 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 97,724 $4.3M 0.01% +12,498 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 97,584 $4.3M 1.18% +2,580 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 97,392 $4.29M 0.75% +14,755 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 97,342 $4.29M 0.13% +2,231 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 97,305 $4.29M 1.9% +1,973 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 97,194 $4.28M 1.19% +280 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 89,387 $4.28M 3.09% -2,184 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 96,317 $4.24M 0.72% -2,369 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 96,027 $4.23M 0.31% -5,755 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 95,221 $4.19M 0.12% +18,732 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 95,071 $4.19M 0.14% +6,649 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 94,521 $4.16M 0.08% -19,058 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 94,338 $4.15M 3.9% 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 94,078 $4.14M 2.37% +72,794 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 93,459 $4.12M 0.38% -2,773 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 93,354 $4.11M 0.52% +5,655 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 93,135 $4.1M 0.1% +26,401 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 92,251 $4.06M 0.56% -3,496 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 90,905 $4M 0.35% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 90,637 $3.99M 4.32% -655 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 90,350 $3.98M 0.13% +30,366 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 90,088 $3.97M 0.29% -8,438 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 89,947 $3.96M 0.55% +452 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 88,230 $3.95M 2.39% +3,636 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 89,505 $3.94M 0.49% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 89,100 $3.92M 0.27% +925 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 88,386 $3.89M 1.6% -518 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 88,058 $3.88M 0.17% -1,195 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 88,019 $3.88M 0.09% -776 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 88,012 $3.88M 0.12% +3,245 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 87,238 $3.86M 0.01% -1,403 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 87,392 $3.85M 0.57% -26,887 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 87,202 $3.84M 0.49% -18,721 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 86,982 $3.83M 2.88% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 86,883 $3.83M 0.11% +11,884 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 85,655 $3.77M 2.81% +1,664 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 85,072 $3.75M 2.07% -347 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 85,072 $3.75M 0.15% +1,240 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 85,007 $3.74M 2.7% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 84,962 $3.74M 0.16% -2,104 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 84,909 $3.74M 0.3% +2,440 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 84,752 $3.73M 2.6% -1,402 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 84,600 $3.73M 2.75% +17,668 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 84,499 $3.72M 0.26% +1,202 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 84,439 $3.72M 3.42% +3,399 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 84,092 $3.7M 1.11% +8,540 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 83,316 $3.67M 2.29% 13F-HR Timeline SWS Partners More: the full row for SWS Partners 82,877 $3.65M 1.11% +5,833 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 82,723 $3.64M 2.09% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 81,641 $3.6M 0.1% +27,259 13F-HR/A Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 81,592 $3.59M 2.13% +33,400 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 81,411 $3.59M 0.66% -1,511 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 81,198 $3.58M 0.71% +4,555 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 81,018 $3.57M 0.92% -2,652 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 81,012 $3.57M 4.19% 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 80,637 $3.55M 0.11% -7,227 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 80,457 $3.54M 0.29% +8,044 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 80,357 $3.54M 1.5% -1 13F-HR/A Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 80,351 $3.54M 0.2% -9,117 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 80,249 $3.53M 0.63% +3,836 13F-HR/A Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 80,000 $3.52M 0.25% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 79,906 $3.52M 2.33% +392 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 79,789 $3.51M 1.83% +3,901 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 79,785 $3.51M 0.86% +26,199 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 82,670 $3.51M 3.49% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 79,074 $3.48M 2.89% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 79,030 $3.48M 0.89% -3,707 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 78,656 $3.46M 0.16% -98 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 78,288 $3.45M 0.38% -1,039 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 78,172 $3.44M 2.84% 13F-HR/A Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 77,761 $3.42M 3.45% -73 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 77,399 $3.41M 0.74% -1,349 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 77,241 $3.4M 3.1% +1,505 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 77,152 $3.4M 0.88% -3,002 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 76,490 $3.4M 0.16% -1,585 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 76,666 $3.38M 0.95% +1,107 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 78,377 $3.36M 0.8% +1,715 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 75,956 $3.35M 0.6% -1,184 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 76,101 $3.35M 0.51% -13,862 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 75,902 $3.34M 1.28% -13,586 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 75,855 $3.34M 0.36% +7,977 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 75,854 $3.34M 0.01% +11,207 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 75,149 $3.31M 0.46% +11,182 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 74,433 $3.28M 2.59% +5,545 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 74,277 $3.27M 0.57% +730 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 73,866 $3.25M 1.28% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 73,699 $3.25M 0.3% +977 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 73,569 $3.24M 1.19% +1,350 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 73,507 $3.24M 0.36% +32 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 72,853 $3.21M 0.11% +642 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 72,578 $3.2M 0.29% +8,469 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 72,522 $3.19M 0.11% -23,451 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 72,516 $3.19M 0.02% -5,885 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 72,505 $3.19M 1.61% -1,425 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 72,404 $3.19M 1.76% -276 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 72,230 $3.18M 1.22% new 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 72,182 $3.18M 0.87% +3,419 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 71,917 $3.17M 2.79% +4,378 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 71,866 $3.17M 0.03% +18,121 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 71,537 $3.15M 0.56% +3,113 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 70,925 $3.12M 2.13% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 70,196 $3.09M 0.63% -2,146 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 69,961 $3.08M 1.61% +36,445 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 69,957 $3.08M 0.15% +1,061 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 69,768 $3.08M 0.31% +14,895 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 69,825 $3.08M 0.34% +10,568 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 69,718 $3.07M 0.46% -14,224 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 69,506 $3.06M 1.11% +5,345 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 69,500 $3.06M 0.83% -5,449 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 69,314 $3.05M 0.38% +3,249 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 69,120 $3.04M 0.02% -140 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 68,744 $3.03M 1.62% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 68,589 $3.02M 0.29% +36,575 13F-HR Timeline AGILIS PARTNERS LLC More: the full row for AGILIS PARTNERS LLC 68,380 $3.01M 0.91% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 68,111 $3M 2.26% -377 13F-HR Timeline