Jordan Park Group LLC More: the full row for Jordan Park Group LLC 20,800 $3.95M 0.29% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,734 $3.94M 0.05% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 20,483 $3.89M 0.63% -1,196 13F-HR/A Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 20,166 $3.83M 3.48% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20,189 $3.81M 3.23% 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,838 $3.77M +484 Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 19,514 $3.71M 0.18% +2,669 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 19,324 $3.67M 0.54% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 19,112 $3.63M 0.25% -493 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,994 $3.61M 2.8% +2,651 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,766 $3.57M 0.21% -7 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18,605 $3.53M 0.53% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18,522 $3.52M 0.01% +7,073 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,500 $3.51M 0.01% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 18,422 $3.5M 0.46% -732 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,418 $3.5M 0.11% +10 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,282 $3.47M 0.26% +674 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 18,279 $3.47M 0.92% +500 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,785 $3.38M 0.03% +1,947 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 17,785 $3.38M 0.03% +1,947 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 17,737 $3.37M 0.39% +170 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 17,687 $3.36M 0.05% +73 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 17,305 $3.29M 1.9% -758 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 17,268 $3.28M 0.22% +16,018 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 17,240 $3.28M 2.31% 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,209 $3.27M 0.02% +2,566 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 17,041 $3.24M 0.4% -947 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,915 $3.21M 0.14% -71 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,839 $3.2M 0.05% -4,542 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,833 $3.2M 0.02% +798 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 16,832 $3.2M 0.65% -49 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,714 $3.18M 0.21% -306 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,377 $3.11M 0.46% +545 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 16,372 $3.11M 0.03% -1,323 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 16,248 $3.09M 0.37% -263 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 16,165 $3.07M 1.32% +658 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,274 $3.06M 0.02% -2,219 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,005 $3.04M 0.01% -3 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,961 $3.03M 0.18% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,738 $2.99M 0.31% +1,076 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,671 $2.98M 0.04% -2,051 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,588 $2.96M 0.1% -1,216 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 15,568 $2.96M 0.21% -87 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,514 $2.95M 0.34% +280 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 15,375 $2.92M 0.12% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 15,206 $2.89M 0.7% +4,469 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,129 $2.87M 0.28% -1,116 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,069 $2.86M 0.09% +15 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 14,878 $2.83M 0.01% +143 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,477 $2.75M 0.05% -274 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 14,398 $2.74M 1.51% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,101 $2.68M 0.11% -110 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 13,965 $2.65M 0.28% -56 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 13,647 $2.59M 2.46% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,382 $2.53M 0.13% +2,744 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,158 $2.5M 0.07% +53 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,944 $2.46M 0.12% -5 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,911 $2.45M 0.03% +5,579 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 12,849 $2.44M new Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,826 $2.44M 0.17% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,820 $2.44M 1.17% +10 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,792 $2.43M <0.01% +8,320 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,788 $2.43M <0.01% +239 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 12,715 $2.42M 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,652 $2.4M <0.01% +2,744 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,423 $2.36M 0.08% +516 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 12,298 $2.34M 0.9% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,187 $2.32M 0.12% -126 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,070 $2.29M 0.49% -200 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,005 $2.28M 0.65% +56 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,868 $2.25M 0.17% -180 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 11,863 $2.25M 0.56% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 11,180 $2.23M 0.59% -9,752 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,658 $2.21M 0.15% -879 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11,642 $2.21M 0.57% +8 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,612 $2.21M 0.88% -885 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 11,369 $2.16M 0.82% -1,445 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,290 $2.14M 0.04% +3,136 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 11,254 $2.14M 1.38% -53 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 11,221 $2.13M 0.49% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,178 $2.12M 1.18% 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 11,125 $2.11M 1.78% 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 11,125 $2.11M 1.78% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,065 $2.1M 0.16% +37 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,065 $2.1M 0.22% +200 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 11,057 $2.1M 0.44% 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,973 $2.08M 0.02% -3,888 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,910 $2.07M 0.03% 0 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 10,841 $2.06M 0.58% +59 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,694 $2.03M 0.63% -5 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10,620 $2.02M 0.33% +47 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 10,465 $1.99M 1.17% 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 10,447 $1.98M 0.01% +1,388 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,635 $1.93M 0.01% -842 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,137 $1.93M <0.01% +3,731 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,951 $1.89M 0.19% -438 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,882 $1.88M 0.3% -499 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,798 $1.86M 0.01% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,752 $1.85M 0.15% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,530 $1.81M 0.22% +7,676 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,398 $1.79M 0.1% -19 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,288 $1.76M 0.04% +2,033 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,926 $1.7M 0.15% +212 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,837 $1.68M 0.01% -45 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,761 $1.66M 1.01% 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,085 $1.65M 0.2% -41 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,556 $1.63M 0.05% -905 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,435 $1.6M 0.06% +2,251 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,332 $1.58M 0.15% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,297 $1.58M 0.24% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,259 $1.57M <0.01% +1,440 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,245 $1.57M 0.01% +3,455 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,226 $1.56M 0.12% -1,690 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,068 $1.53M 0.04% +2,808 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,000 $1.52M 0.11% -1,868 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,974 $1.51M 0.09% +5,658 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,852 $1.49M 0.96% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,849 $1.49M 0.23% -400 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,819 $1.49M 0.69% -19 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,671 $1.46M 0.01% +5,228 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,623 $1.45M <0.01% -32 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 7,612 $1.45M 0.17% +9 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,570 $1.44M 0.11% +294 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,567 $1.44M 0.19% +203 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,550 $1.43M 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,500 $1.42M 0.13% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,482 $1.42M 0.17% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,461 $1.42M 0.77% -368 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 7,428 $1.41M 0.09% -969 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,088 $1.41M 0.04% -5,745 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,375 $1.4M 0.02% -151 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,356 $1.4M 0.68% -1,495 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,285 $1.38M <0.01% +788 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 7,175 $1.36M 0.02% -100 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,069 $1.34M 0.02% -249 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,976 $1.33M 0.03% new 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 6,907 $1.31M 0.41% +18 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,820 $1.3M 0.07% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,791 $1.29M 0.28% +1 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,761 $1.28M 0.02% -5,331 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,650 $1.26M 0.08% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,622 $1.26M 1.87% 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,583 $1.25M 0.2% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,150 $1.24M 0.85% -420 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,495 $1.23M 0.05% +320 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,471 $1.23M 0.01% -124 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 6,466 $1.23M 0.23% -500 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 6,396 $1.22M 0.32% +170 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,496 $1.2M 0.55% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,242 $1.19M 1.06% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,132 $1.16M 0.1% -80 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 6,108 $1.16M 0.13% -171 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,094 $1.16M 0.41% -10 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 6,093 $1.16M 0.25% -560 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,050 $1.15M 0.1% +34 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,000 $1.14M 0.12% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,998 $1.14M 0.7% -301 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,950 $1.13M 0.41% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 5,890 $1.12M 2.25% 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,795 $1.1M 0.53% -135 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,778 $1.1M 0.04% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,634 $1.08M 0.44% +178 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,611 $1.07M 0.02% -337 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,526 $1.05M 0.1% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,469 $1.04M 0.06% -102 13F-HR/A Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,459 $1.04M 0.08% -26 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,413 $1.03M 0.69% +600 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,329 $1.01M 0.33% +606 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,320 $1.01M 0.16% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 5,310 $1.01M 0.07% -1 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 5,307 $1.01M 0.85% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,304 $1.01M 0.05% -125 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,276 $1M 0.02% +350 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 5,200 $1M 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,253 $998K 0.06% -388 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,201 $988K 0.21% -36 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,183 $985K 0.63% -224 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,175 $983K 0.03% -970 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 5,139 $976K 0.52% 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. 5,090 $967K 0.02% +1,385 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,992 $948K 0.06% -58 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,915 $934K 0.07% -225 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,847 $921K <0.01% -430 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,750 $921K 0.01% +2,089 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,825 $917K 0.84% 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,818 $915K 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,780 $908K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,777 $908K 0.03% -111 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,742 $901K 0.04% -72 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 4,732 $898K 0.42% -18 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,722 $897K 0.02% -22 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,714 $896K 0.14% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,686 $890K 0.7% -138 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,658 $885K 0.03% +34 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,620 $878K 0.22% +458 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,615 $877K 0.01% -90 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,594 $873K 0.66% +224 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,583 $871K 0.06% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,548 $864K 0.2% -85 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 4,523 $859K 0.1% 0 13F-HR Timeline