Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 127,630 $6.86M 6.88% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 127,358 $6.85M 0.29% +19,950 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 127,220 $6.84M 1.44% +5,858 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 126,884 $6.82M 5.63% 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 126,632 $6.81M 2.83% +3,732 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 125,542 $6.75M 2.15% +53,785 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 125,436 $6.74M 0.4% -26,474 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 124,848 $6.71M 1.49% -1,773 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 124,302 $6.68M 2.85% -2,936 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 124,049 $6.67M 1.68% -7,596 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 123,643 $6.65M 4.67% -469 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 123,479 $6.64M 5.39% 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 123,451 $6.64M 3.39% -12,923 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 123,380 $6.63M 4.09% -837 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 122,970 $6.61M 0.01% +109,400 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 122,874 $6.61M 0.19% +13 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 122,683 $6.6M 3.73% +8,589 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 122,346 $6.58M 0.49% -9,298 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 121,245 $6.52M 0.2% +7,357 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 121,141 $6.51M 0.27% +1,672 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 120,910 $6.5M 4.21% 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 120,845 $6.5M 4.38% 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 120,753 $6.49M 4.14% -4,934 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 120,731 $6.49M 4.1% +458 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 120,603 $6.48M 0.48% +7,163 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 120,557 $6.48M 0.56% +110 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 120,035 $6.45M 0.32% +2,793 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 118,015 $6.34M 1.08% -2,406 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 117,794 $6.33M 0.63% +10,545 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 117,475 $6.32M 1.66% +104,636 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 117,201 $6.3M 3.46% +3,222 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 117,050 $6.29M 0.87% +1,912 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 117,033 $6.29M 0.68% -1,185 13F-HR Timeline S&CO INC More: the full row for S&CO INC 116,943 $6.29M 0.39% +835 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 116,918 $6.29M 3.65% 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 115,920 $6.23M 1.85% -368 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 115,913 $6.23M 0.17% +2,174 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 115,874 $6.23M 4.55% -8,564 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 115,606 $6.21M 0.95% -1,560 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 115,294 $6.2M 3.41% -3,243 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 115,011 $6.18M 1.19% +379 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 114,808 $6.17M 1.27% +1,724 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 114,325 $6.15M 1.44% +577 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 114,266 $6.14M 1.49% +196 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 113,971 $6.13M 2.62% +113,971 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 112,956 $6.07M 0.42% -884 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 112,916 $6.07M 0.13% -6,579 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 112,837 $6.07M 1.69% +8,763 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 112,640 $6.06M 0.21% -6,405 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 112,370 $6.04M 1.09% +489 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 112,346 $6.04M 3.12% +2,256 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 112,212 $6.03M 0.51% -1,030 13F-HR/A Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 112,014 $6.02M 4.13% +1,980 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 111,951 $6.02M 1.03% +377 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 111,752 $6.01M 0.97% -9,975 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 111,314 $5.98M 0.11% -2,257 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 111,265 $5.98M 1.39% +3,277 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 110,838 $5.96M 3.73% +14,856 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 110,524 $5.94M 1.03% +14,176 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 110,055 $5.92M 0.03% +53,634 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 109,830 $5.9M 0.38% +2,024 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 109,738 $5.9M 6.28% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 109,601 $5.89M 0.47% +3,399 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 109,551 $5.89M 3.65% -3,306 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 109,433 $5.88M 2.86% +31,418 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 109,417 $5.88M 4.26% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 108,848 $5.85M 3.54% +1,975 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 108,819 $5.85M 0.73% +2,238 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 108,597 $5.84M 2.46% -1,648 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 107,676 $5.79M 0.45% -60,312 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 107,531 $5.78M 0.03% -110 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 107,008 $5.75M 0.79% +2,250 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 106,344 $5.72M 2.71% +2,223 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 106,285 $5.71M 0.22% -1,022 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 106,035 $5.7M 0.63% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 105,362 $5.66M 2.05% -3,029 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 105,133 $5.65M 0.28% -2,622 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 104,885 $5.64M 2.61% +1,802 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 104,498 $5.62M 1.05% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Haverford Trust Co More: the full row for Haverford Trust Co 104,455 $5.62M 0.05% +3,167 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 104,443 $5.61M 0.54% -295 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 104,370 $5.61M 2.31% +1,585 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 104,338 $5.61M 1.54% +1,976 13F-HR Timeline SWS Partners More: the full row for SWS Partners 104,126 $5.6M 1.35% +1,842 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 103,942 $5.59M 0.39% +97,287 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 103,929 $5.59M 0.82% +280 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 103,620 $5.57M 0.49% -43,779 13F-HR Timeline Trust Co More: the full row for Trust Co 103,029 $5.54M 0.52% +4,114 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 102,967 $5.54M 0.1% -217 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 102,732 $5.52M 1.37% +11,433 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 102,589 $5.51M 1.91% +7,922 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 102,071 $5.49M 0.07% +6,044 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 97,260 $5.49M 4.27% 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 101,580 $5.46M 1.46% 0 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 101,165 $5.44M 1.15% +3,185 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 100,902 $5.42M 1.08% +3,315 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 100,287 $5.4M 1.07% 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 100,362 $5.4M 4.96% 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 100,058 $5.38M 1.77% +8,267 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 100,042 $5.38M 3.05% +1,800 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 99,621 $5.36M 2.29% +2,349 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 99,455 $5.35M 4.88% +11,748 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 99,283 $5.34M 1.13% -555 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 98,693 $5.31M 0.29% -2,614 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 98,561 $5.3M 0.71% -5,456 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 98,419 $5.29M 0.32% +4,652 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 98,358 $5.29M 0.57% +361 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 98,319 $5.29M 0.16% +59,874 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 98,131 $5.28M 0.62% -376 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 97,985 $5.27M 0.39% +2,205 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 97,327 $5.23M 0.15% +5,304 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 96,854 $5.21M 0.02% +7,341 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 96,823 $5.21M 0.03% +1,276 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 96,630 $5.19M 0.99% -6,213 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 96,251 $5.17M 3.13% +2,008 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 96,211 $5.17M 0.25% +110 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 96,182 $5.17M 0.18% -3,266 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 95,937 $5.16M 0.19% -1,030 13F-HR Timeline Group Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 95,878 $5.15M 4.1% +5,184 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 95,703 $5.14M 4.55% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 95,472 $5.13M 0.45% +4,607 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. 95,223 $5.12M 0.1% -1,886 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 95,092 $5.11M 0.09% -1,450 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 94,993 $5.11M 4.89% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 94,756 $5.09M 0.23% +4,181 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 94,486 $5.08M 1.11% -707 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 94,425 $5.08M 0.63% +793 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 94,182 $5.06M 1.34% +6,421 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 94,110 $5.06M 0.03% +10,562 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 90,070 $5.04M 0.28% -1,741 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 93,796 $5.04M 2.01% +5,464 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 93,350 $5.02M 1.91% -1,286 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 92,432 $4.97M 0.2% -2,739 13F-HR Timeline Stephens Greth Foundation More: the full row for Stephens Greth Foundation 92,270 $4.96M 2.85% 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 92,200 $4.96M 2.26% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 92,073 $4.95M 0.35% -10 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 90,754 $4.88M 3.73% -1,966 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 90,544 $4.87M 4.54% 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 90,372 $4.86M 3.43% +13,291 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 90,165 $4.85M 1.85% +1,430 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 89,622 $4.82M 3.12% +1,654 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 89,336 $4.8M 3.51% +111 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 89,296 $4.8M 0.24% -6,980 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 88,989 $4.78M 0.34% +329 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 88,715 $4.77M 0.52% -2,893 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 88,235 $4.74M 0.52% -4,984 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 88,087 $4.74M 0.15% -983 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 85,446 $4.73M 3.65% -2,120 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 87,668 $4.71M 0.3% +803 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 87,619 $4.71M 3.17% +5,013 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 87,418 $4.7M 2.29% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 87,393 $4.7M 1.72% +314 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 87,200 $4.69M 0.07% +22,724 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 87,174 $4.69M 2.03% -2,055 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 86,918 $4.67M 0.01% 0 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 86,821 $4.67M 0.07% +71,815 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 86,273 $4.64M 0.43% +3,637 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 86,156 $4.63M 0.22% +12,772 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 86,117 $4.63M 2.87% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 85,833 $4.61M 0.1% -1,189 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 85,823 $4.61M 0.2% +1,186 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 85,783 $4.61M 0.07% +1,021 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 85,506 $4.6M 1.66% +3,597 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 85,435 $4.59M 1.03% +2,755 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 85,448 $4.59M 0.05% +2,663 13F-HR Timeline Group Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 85,254 $4.58M 3.26% +2,742 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 84,936 $4.57M 0.22% -6,367 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 82,392 $4.56M 0.1% +11,674 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 84,478 $4.54M 0.33% +32,574 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 84,100 $4.52M 0.03% -100,900 13F-HR Timeline Group Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 84,100 $4.52M 2.02% -6,700 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 83,075 $4.47M 0.15% +24,707 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 82,356 $4.43M 3.38% +1,813 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 82,194 $4.42M 0.32% +21,957 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 81,724 $4.39M 2.76% -263 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 81,310 $4.37M 1.86% +1,924 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 81,200 $4.36M 1.95% +11,129 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 80,895 $4.35M 0.6% -270 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 80,743 $4.34M 1.45% +710 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 80,409 $4.32M 1.99% +5,203 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 80,373 $4.32M 3.93% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 80,288 $4.32M 0.23% -7,043 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 79,899 $4.3M 1.72% -13,457 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 79,464 $4.27M 0.25% -58,660 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 79,321 $4.26M 4.19% 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 79,317 $4.26M 0.93% +2,780 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 79,115 $4.25M 0.29% +334 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 78,870 $4.24M 0.33% -3,176 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 78,805 $4.24M 2.44% -565 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 78,636 $4.23M 0.25% -675 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 78,143 $4.2M 0.74% -2,275 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 78,123 $4.2M 2.78% -360 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 75,174 $4.18M 0.76% -1,645 13F-HR Timeline Northern Lights Advisors, Inc. 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