Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 130,554 $7.06M 0.39% +1,369 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 130,341 $7.04M 0.32% +9,200 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 130,286 $7.04M 4.98% +6,807 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 130,276 $7.04M 5.12% +20,538 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 129,917 $7.02M 0.02% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 129,756 $7.01M 2.21% +4,214 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 129,319 $6.99M 0.63% +1,099 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 128,931 $6.97M 2.22% +854 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 128,451 $6.94M 3.77% -13,292 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 128,392 $6.94M 1.01% +52,857 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 128,137 $6.93M 2.81% +1,505 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 127,665 $6.9M 4.63% +10,747 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 127,630 $6.9M 7% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 127,450 $6.89M 0.47% -7,554 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 127,379 $6.88M 0.5% +5,033 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 127,367 $6.88M 0.35% +7,332 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 126,609 $6.84M 0.33% -193,254 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 126,430 $6.83M 0.58% +92,047 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 125,237 $6.77M 0.19% +3,992 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 124,355 $6.72M 4.37% +3,602 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 124,018 $6.7M 0.39% -1,418 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 123,842 $6.69M 2.03% +7,922 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 123,785 $6.69M 1.51% -1,063 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 123,764 $6.69M -36,232 Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 123,762 $6.69M 1.7% -287 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 123,678 $6.68M 1.41% -3,542 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 123,483 $6.67M 4.64% -160 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 122,299 $6.61M 0.18% +23,980 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 121,579 $6.57M 0.2% -1,295 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 120,791 $6.53M 0.98% +5,185 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 120,684 $6.52M 0.06% -7,553 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 120,417 $6.51M 0.58% -140 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 120,352 $6.5M 3.68% +9,514 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 119,967 $6.48M 0.85% +2,917 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 119,824 $6.48M 1.49% +8,559 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 119,636 $6.47M 0.33% +23,425 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 119,335 $6.45M 3.5% +2,134 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 119,211 $6.44M 0.55% +23,739 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 118,208 $6.39M 0.59% -66,695 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 117,921 $6.37M 1.79% +32,415 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 117,384 $6.34M 0.41% +7,554 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 117,169 $6.33M 4.23% +5,155 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 117,114 $6.33M 0.47% -65,431 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 116,987 $6.32M 1.16% +4,617 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 116,978 $6.32M 1.31% +2,170 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 116,459 $6.29M 0.65% -1,335 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 116,260 $6.28M 0.28% -22,775 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 116,147 $6.28M 1.44% +1,822 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 115,723 $6.25M <0.01% +54,280 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 115,636 $6.25M 0.71% -1,397 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 115,517 $6.24M 0.17% -396 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 115,439 $6.24M 4.37% -5,406 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 115,386 $6.24M 3.36% +3,040 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 115,032 $6.22M 0.83% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 114,007 $6.16M 1.2% -1,004 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 113,808 $6.15M 0.21% +17,626 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 113,697 $6.15M 1.05% -4,318 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 113,506 $6.13M 1.02% +1,555 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 113,089 $6.11M 0.76% +4,270 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 112,430 $6.08M 0.5% +218 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 112,273 $6.07M 0.43% -683 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 112,082 $6.06M 0.04% +15,259 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 111,787 $6.04M 0.48% +2,186 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 111,763 $6.04M 1.62% +21,598 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 111,281 $6.01M 5.53% +11,826 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 110,817 $6.01M 1.34% +31,500 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 114,586 $6.01M 3.52% -708 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 111,080 $6M 1.43% -3,186 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 110,975 $6M 3.59% +40,938 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 110,130 $5.95M 1.47% +7,398 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 110,067 $5.95M 0.21% -2,573 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 109,782 $5.93M 0.03% +12,928 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 109,012 $5.89M 0.05% +4,557 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 108,997 $5.89M 2.55% -4,974 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 108,876 $5.88M 2.76% -15,426 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 108,862 $5.88M 1.45% +107,470 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 108,773 $5.88M 0.36% +10,354 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 108,385 $5.86M 3.69% -12,346 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 108,056 $5.84M 1.49% +36,560 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 107,741 $5.82M 2.87% +1,397 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 107,578 $5.82M 1.99% +4,989 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 107,568 $5.81M 2.64% +2,683 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 106,832 $5.77M 0.12% -6,084 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 105,961 $5.73M 0.29% +828 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 105,448 $5.7M 4.22% -3,969 13F-HR Timeline Trust Co More: the full row for Trust Co 105,363 $5.69M 0.53% +2,334 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 105,154 $5.68M 0.85% +1,225 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 104,972 $5.67M 0.22% -1,313 13F-HR Timeline Group One Degree Advisors Inc More: the full row for One Degree Advisors Inc 104,573 $5.65M 1.48% +235 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 104,413 $5.64M 2.16% +10,617 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 104,345 $5.64M 0.91% -7,407 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 59,844 $5.64M 10.36% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 103,942 $5.62M 0.3% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 103,905 $5.62M 0.59% +92,759 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 103,851 $5.61M 2.09% -1,511 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 103,291 $5.58M 0.45% -4,385 13F-HR Timeline SWS Partners More: the full row for SWS Partners 103,217 $5.58M 1.38% -909 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 103,208 $5.58M 1% -1,290 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 103,119 $5.57M 1.86% +3,061 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 103,054 $5.57M 1.42% +8,872 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 102,997 $5.57M 1.14% +2,095 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 102,921 $5.56M 0.77% +60,744 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 102,756 $5.55M 4.96% +7,763 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 97,024 $5.55M 0.1% -5,943 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 102,479 $5.54M 0.4% +4,494 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 102,382 $5.53M 2.36% -1,988 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 102,252 $5.53M 0.53% -2,191 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 102,132 $5.52M 3.07% +2,090 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 102,023 $5.51M 0.48% -1,597 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 101,787 $5.5M 0.25% +3,094 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. 101,765 $5.5M 0.1% +6,542 13F-HR Timeline Group Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 101,600 $5.49M 3.73% 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 101,580 $5.49M 1.7% 0 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 100,840 $5.45M 1.15% -325 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 100,773 $5.45M 0.62% -5,262 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 100,682 $5.44M 0.03% +6,572 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 100,099 $5.41M 0.16% +2,772 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 100,072 $5.41M 1.23% +789 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 99,577 $5.38M 2.35% +18,377 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 98,697 $5.33M 0.03% -8,834 13F-HR Timeline Group J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 98,565 $5.33M 3.56% -22,345 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 98,565 $5.33M 3.24% +2,314 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 98,438 $5.32M +29,733 Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 98,029 $5.3M 0.57% -329 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 97,351 $5.26M 0.69% +2,926 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 100,287 $5.26M 0.96% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 97,244 $5.26M 3.7% +11,990 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 97,045 $5.25M 4.12% -215 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 96,989 $5.24M 0.4% +14,795 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 95,891 $5.18M 0.3% +5,821 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 95,194 $5.15M 0.22% +9,371 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 95,051 $5.14M 0.23% +295 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 94,943 $5.13M 0.97% -1,687 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 94,719 $5.12M 0.09% -373 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 86,718 $5.1M 3.71% +1,272 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 93,617 $5.06M 1.84% +23,801 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 93,488 $5.05M 2.64% 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 93,344 $5.05M 4.14% +2,800 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 92,964 $5.02M 4.32% -2,914 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 92,936 $5.02M 0.18% -3,001 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 92,849 $5.02M 2.39% +5,431 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 92,840 $5.02M 0.67% -5,721 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 92,432 $5M 0.19% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 92,381 $4.99M 3.13% 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 92,341 $4.99M 1.08% -2,145 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 92,200 $4.98M 2.47% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 92,073 $4.98M 0.36% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 91,852 $4.97M 2.04% +10,542 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 91,451 $4.94M 0.16% +3,364 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 91,409 $4.94M 0.24% +5,253 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 90,779 $4.91M 0.23% +20,661 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 90,775 $4.91M 3.56% +1,439 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 90,680 $4.9M 3.52% -74 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 90,402 $4.89M 0.04% new 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 89,678 $4.85M 0.42% +3,405 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 89,559 $4.84M 3.22% -63 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 89,434 $4.83M 0.24% +138 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 88,979 $4.81M 0.3% -10 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 88,832 $4.8M 1.91% -4,518 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 88,744 $4.8M 0.87% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 88,597 $4.79M 0.25% +8,309 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 88,353 $4.77M 0.05% +2,905 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 88,311 $4.77M 1.74% +918 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 87,657 $4.74M 0.51% -1,058 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 87,153 $4.71M 3.15% -466 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 86,918 $4.7M 0.01% 0 13F-HR/A Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 86,811 $4.69M 2.03% -363 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 86,466 $4.67M 0.29% -1,202 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 86,419 $4.67M 1.07% +984 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 85,528 $4.62M 2.09% +5,119 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 85,527 $4.62M 0.54% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 84,936 $4.59M 3.07% -1,181 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 84,168 $4.55M 0.07% -1,615 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 84,927 $4.55M 0.01% +17,495 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 84,058 $4.54M 3.43% +1,702 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 84,038 $4.54M 0.15% +8,087 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 83,454 $4.51M 4.03% +3,081 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 82,846 $4.48M 0.48% -5,389 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 82,327 $4.45M 0.1% new 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 82,638 $4.45M 0.14% +246 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 81,619 $4.41M 1.58% +20,825 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 81,472 $4.4M 0.63% +577 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 81,428 $4.4M 4.28% +2,107 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 81,383 $4.4M 3.89% -27,465 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 81,000 $4.38M 2.72% -724 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 80,904 $4.37M 1.21% +31,421 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 80,217 $4.34M 1.23% +18,518 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 80,046 $4.33M 0.3% +35,017 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 79,708 $4.31M 1.4% -1,035 13F-HR Timeline First Heartland Consultants, Inc. 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