LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 69,608 $3.77M 0.82% +6,814 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 69,583 $3.77M 0.61% +1,115 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 69,383 $3.76M 0.54% -493 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 69,254 $3.75M 3% +11,008 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 69,058 $3.74M 0.29% +4,065 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 68,370 $3.7M 0.94% -72 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 68,211 $3.7M 0.22% +516 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 67,843 $3.68M <0.01% new 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 67,782 $3.67M 0.85% +3,212 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 67,563 $3.66M 0.59% +236 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 67,531 $3.66M 0.09% +5,700 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 67,490 $3.66M 0.29% -268 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 67,287 $3.65M 1.53% -15,374 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 67,259 $3.64M 0.02% -1,523 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 67,181 $3.64M 0.06% +5,633 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 67,097 $3.64M 1.31% +2,742 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 66,724 $3.62M 0.5% -21,029 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 66,695 $3.61M 0.74% +2,049 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 66,375 $3.6M 0.86% -6,016 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 66,188 $3.59M 0.32% -27 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 66,055 $3.58M +936 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 65,925 $3.57M 0.12% +31,973 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 65,438 $3.55M 0.08% +798 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 65,370 $3.54M 0.19% +58,634 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 65,137 $3.53M 1.21% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 65,087 $3.53M 0.16% +7,949 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 65,059 $3.52M 0.13% -28,099 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 64,979 $3.52M 2.02% +2,041 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 64,940 $3.52M 0.02% -1,010 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 64,584 $3.5M 2.53% -123 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64,476 $3.49M 0.05% +5,209 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 64,279 $3.48M 1.08% +523 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 64,076 $3.47M 1.82% +1,148 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 64,019 $3.47M 0.15% -2,196 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 64,229 $3.47M 0.01% +812 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 63,953 $3.46M 0.69% +5,635 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 63,290 $3.43M 0.14% +38,249 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 63,147 $3.42M 2.67% +20,437 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62,126 $3.4M 0.31% -866 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 62,587 $3.39M 0.47% -498 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 62,419 $3.38M 0.3% +13,712 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 62,357 $3.38M 1.49% +662 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 62,215 $3.37M 1.47% +1,703 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 60,514 $3.37M 1.48% -4,070 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 62,105 $3.36M 1.34% -1,009 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 62,099 $3.36M 0.12% new 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 61,536 $3.33M 1.24% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 61,531 $3.33M 0.36% +12,182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 61,463 $3.33M 0.6% +462 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 61,355 $3.32M 0.57% +16,846 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 61,357 $3.32M 0.71% -4,938 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 61,049 $3.31M 0.07% -40,609 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 60,870 $3.3M +3,401 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 60,748 $3.29M 0.12% +246 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 60,686 $3.29M 0.05% -730 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 60,237 $3.26M 0.24% +1,248 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 60,124 $3.26M 0.2% +9,042 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 59,991 $3.25M 2.05% +434 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 59,847 $3.24M 0.43% -8,097 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 59,836 $3.24M 1.73% -5,239 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 59,827 $3.24M 0.42% -3,660 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 59,811 $3.24M 1.36% +12,538 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 59,720 $3.24M 0.21% +161 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 59,561 $3.23M 1.76% +6,916 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 59,350 $3.22M 0.41% +742 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 59,266 $3.21M 0.42% -704 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 59,213 $3.21M 0.44% -30,350 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 59,162 $3.21M 0.28% -1,777 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 59,006 $3.2M 0.04% -143,524 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 58,994 $3.2M 2.32% -1,424 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 58,810 $3.19M 0.26% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 58,724 $3.18M 0.24% +3,734 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 57,125 $3.18M 0.51% +7,653 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 58,489 $3.17M 0.33% -416 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 58,394 $3.16M 2.17% -840 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 58,393 $3.16M 0.14% -84 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 58,371 $3.16M 0.55% +37 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 58,368 $3.16M 0.11% -4,475 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 58,214 $3.15M 1.41% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 58,214 $3.15M 1.41% +251 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 58,167 $3.15M 0.78% +72 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 57,860 $3.13M 0.84% -115 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 57,716 $3.13M 0.2% -503 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 57,196 $3.1M 0.67% -200 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 56,861 $3.08M 0.41% +162 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 56,573 $3.07M 1.92% +865 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 56,466 $3.06M 1.9% -1,209 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 56,421 $3.06M 0.02% -35,361 13F-HR/A Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 56,150 $3.04M 0.25% +2,234 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 56,035 $3.04M 1.59% +501 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 55,827 $3.02M 0.14% +3,765 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 55,801 $3.02M 1.77% +303 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 55,712 $3.02M 0.54% -602 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 55,677 $3.02M 0.89% -3,881 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 55,456 $3M 1.05% +281 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 55,336 $3M 0.99% -231 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 55,291 $3M 0.76% +2,916 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 55,198 $2.99M 1.16% +32,180 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 55,198 $2.99M 1.16% -302 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 55,134 $2.99M 0.85% -2,953 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 54,711 $2.96M 0.83% +17,292 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 54,419 $2.95M 1.16% +1,759 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 54,339 $2.94M 0.72% -832 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 54,252 $2.94M 0.2% +1,093 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 54,135 $2.93M 0.04% -61 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 53,879 $2.92M 0.05% +4,653 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 53,553 $2.9M 0.21% -7,003 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 52,964 $2.87M 0.57% -13,168 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 52,422 $2.84M 3.78% +700 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 52,340 $2.84M 1.27% +2,663 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 52,233 $2.83M 0.53% -748 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 51,904 $2.81M 0.21% 0 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 51,705 $2.8M 1.41% +2,028 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 51,459 $2.79M 0.16% +1,675 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 51,109 $2.77M 0.25% -128 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 51,014 $2.76M 2.02% -301 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 50,911 $2.76M 0.29% +2,226 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 50,686 $2.75M 1.66% +2,666 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 50,348 $2.73M 0.84% -3,576 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 50,322 $2.73M 0.77% +540 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 50,138 $2.72M 0.55% -1,615 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 50,100 $2.71M 0.66% -4,300 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 49,806 $2.7M 0.15% +4,095 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 49,590 $2.69M 0.03% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 49,587 $2.69M 0.13% -170 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 49,586 $2.69M 0.55% +1,219 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 49,409 $2.68M 0.44% -500 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 49,405 $2.68M 0.46% +21,112 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 48,845 $2.65M 0.69% +6,117 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 48,805 $2.64M 1.68% -19 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 47,782 $2.64M 1.63% -3,474 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 48,584 $2.63M 0.09% +1,082 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 48,034 $2.62M 0.54% -932 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 48,287 $2.62M 0.57% +4,484 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 48,157 $2.61M 0.22% -33,072 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 47,984 $2.6M 1.17% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 47,881 $2.59M 1.27% -1,256 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 47,740 $2.59M 1.39% +1,089 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 47,509 $2.57M 0.59% -3,503 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 47,258 $2.56M 0.32% -751 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 47,100 $2.55M 0.62% -353 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 47,100 $2.55M 0.4% -1,537 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 47,081 $2.55M 0.89% -608 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 47,061 $2.55M 0.45% -335 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 47,008 $2.55M 0.22% -890 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 46,913 $2.54M 1.07% +29,746 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 46,269 $2.54M 0.1% +15,519 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 46,783 $2.53M 0.1% +442 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 46,635 $2.53M 0.46% -1,372 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 46,599 $2.52M 0.17% +4,784 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 46,443 $2.52M 0.03% +9,702 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 46,420 $2.52M 1.06% +5,331 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 46,261 $2.51M 0.03% -1,342,995 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 45,860 $2.48M 0.01% -39,500 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 45,619 $2.48M 0.06% +4,721 13F-HR/A Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 45,658 $2.47M 0.44% +309 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 45,617 $2.47M 0.45% -3,200 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 45,480 $2.46M 0.7% -2,143 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 45,252 $2.45M 0.87% +3,103 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 45,226 $2.45M 0.14% -454 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 45,210 $2.45M 0.06% +1,811 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 45,551 $2.45M 0.09% +991 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45,161 $2.45M 0.22% -5,289 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 44,743 $2.42M 0.52% +1,379 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 44,438 $2.42M 1.18% +386 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 44,600 $2.42M 1.42% +2,820 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 44,470 $2.41M 1.01% +1,303 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44,319 $2.4M 0.62% -4,860 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 44,203 $2.4M 1.01% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 44,172 $2.39M 1.15% +1,151 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 44,154 $2.39M 0.23% -751 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 46,407 $2.37M 0.09% +31,373 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 43,744 $2.37M 1.61% +182 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 43,666 $2.37M 0.28% -184 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 43,038 $2.36M 0.72% +2,136 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 43,510 $2.36M 0.35% +564 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 43,508 $2.36M 0.46% -100,230 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 43,329 $2.35M 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 43,286 $2.35M 0.02% -1,424 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 42,939 $2.33M 1.15% +2,393 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 42,648 $2.31M 0.71% +3,630 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 42,590 $2.31M 0.34% +397 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 42,567 $2.31M 0.1% +6,530 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 42,302 $2.29M 0.11% 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 42,195 $2.29M 1.32% +1,181 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 41,993 $2.28M 0.54% +2,845 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 41,975 $2.27M 1.23% -6,544 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 41,763 $2.26M 0.26% -4,384 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,752 $2.26M 0.22% -1,765 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 41,425 $2.24M 0.42% 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 41,285 $2.24M 0.47% +99 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 41,212 $2.23M 0.01% -1,320 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 41,185 $2.23M 0.65% -352 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 40,942 $2.22M 0.21% +450 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 40,756 $2.21M 0.04% 0 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 40,750 $2.21M 0.22% -318 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 40,444 $2.19M 0.82% +563 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 39,243 $2.18M 0.06% +1,247 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 40,220 $2.18M 0.15% -1,776 13F-HR Timeline Group Koshinski Asset Management, Inc. 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