Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 22,497 $4.63M 0.18% -2,317 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 22,399 $4.61M 0.06% -578 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 22,076 $4.54M 1.51% +744 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 21,898 $4.51M 0.44% +2,718 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 21,544 $4.51M 0.41% 0 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 21,822 $4.49M 0.04% +1,107 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 21,630 $4.45M 3.18% +2,230 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,380 $4.43M 0.04% +612 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,432 $4.41M 0.01% -227 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 21,172 $4.36M 1.44% +1,438 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 21,097 $4.34M 0.07% -210 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 21,042 $4.33M 0.92% -292 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 20,768 $4.27M 1.47% -669 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 20,568 $4.23M 0.91% -305 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 20,514 $4.22M 0.02% +429 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 20,488 $4.22M 2.97% +196 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 20,311 $4.18M 0.48% +4,817 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 19,488 $4.01M 3.06% +1,668 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,248 $3.96M 0.09% -580 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,024 $3.92M 0.13% +1,449 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 18,847 $3.88M 0.88% -2,353 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,762 $3.86M 1.98% +308 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 18,624 $3.83M 0.78% -14,333 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,492 $3.81M 0.2% -1,658 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,357 $3.78M 0.17% -255 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 18,311 $3.77M 0.12% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 18,274 $3.76M 0.45% 0 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. 18,210 $3.75M 0.5% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,664 $3.64M 0.16% +10,640 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,607 $3.42M 0.04% +498 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,607 $3.42M 0.2% -398 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,425 $3.38M 1.42% -38 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16,326 $3.36M 0.23% -1,076 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,014 $3.3M 0.18% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15,972 $3.29M 2.07% -1,385 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,971 $3.29M 0.55% +56 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,819 $3.26M 0.02% +753 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15,755 $3.24M 2.57% 0 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 15,514 $3.2M 3.61% +55 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 15,450 $3.18M 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,392 $3.17M 0.03% -42,753 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,375 $3.16M 0.13% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 15,241 $3.14M 0.11% -844 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 15,199 $3.13M 0.36% -1,192 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,128 $3.11M 0.33% -452 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 14,665 $3.02M 1.04% +308 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 14,572 $3M 2.94% +123 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 14,571 $3M 3.11% -32 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 14,509 $2.99M 0.01% -81,949 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 14,472 $2.98M 1.33% -608 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,238 $2.93M 0.18% -432 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,986 $2.88M 0.57% +2 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 13,948 $2.87M 1.78% +1,800 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 13,890 $2.86M 2.16% +38 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,852 $2.85M 0.12% -100,717 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13,440 $2.77M 0.05% +70 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 13,416 $2.76M 1.53% -8,597 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 13,378 $2.75M 0.26% -723 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 13,307 $2.74M 4.94% +3,885 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,267 $2.73M 0.7% -216 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 13,234 $2.72M <0.01% -2,356 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 13,205 $2.72M 0.25% -170 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,110 $2.7M 0.02% -175 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 12,942 $2.66M 1.35% +670 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 12,883 $2.65M +545 Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,848 $2.64M 0.37% +220 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,826 $2.64M 0.23% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 12,764 $2.63M 0.67% +264 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,734 $2.62M 0.01% -6,261 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,728 $2.62M 0.06% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 12,703 $2.61M 0.05% -259 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,651 $2.6M 0.26% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Argent Trust Co More: the full row for Argent Trust Co 12,533 $2.58M 0.09% +200 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,503 $2.57M 0.08% -3 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 12,468 $2.57M 1.01% +4,173 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,455 $2.56M 0.14% +113 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,208 $2.51M 0.24% -501 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,017 $2.47M 0.01% +1,063 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,876 $2.44M 0.14% +498 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,862 $2.44M <0.01% -1,169 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,626 $2.39M 0.09% -10 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,610 $2.39M 0.12% -338 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 11,605 $2.39M 0.08% +1,267 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,580 $2.38M 0.01% +1,707 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,394 $2.34M 0.95% -466 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,356 $2.34M 0.07% 0 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,167 $2.33M 0.02% +1,501 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 11,151 $2.29M 2.14% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,991 $2.26M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,926 $2.25M 0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,910 $2.25M 0.03% 0 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,871 $2.24M 0.08% +5,067 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 10,868 $2.24M 0.4% -144 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,682 $2.2M 0.06% +3,303 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 10,520 $2.17M 1.31% -674 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 10,477 $2.16M +728 Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 10,258 $2.11M 2.04% +1,073 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,255 $2.11M 0.53% -480 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,147 $2.09M <0.01% +184 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 10,036 $2.07M 1.22% -12,449 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,007 $2.06M 0.17% +103 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,965 $2.05M 0.11% -13,632 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,947 $2.05M 0.64% -84 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,898 $2.04M 0.01% -87 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,872 $2.03M 0.25% -31 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,859 $2.03M 0.1% +12 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,844 $2.03M 0.09% +176 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,764 $2.01M 0.01% -13 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,603 $1.98M 0.01% +4,178 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 9,594 $1.97M 0.11% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 9,482 $1.95M 0.49% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,252 $1.9M 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,206 $1.89M <0.01% +3,541 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 9,057 $1.89M 0.19% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,201 $1.89M 0.12% +16 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 9,069 $1.87M 0.52% +103 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 8,976 $1.85M 1.96% -404 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,955 $1.84M 0.13% +9 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 8,893 $1.83M 0.89% +10 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,809 $1.81M 0.25% -15 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,770 $1.8M 0.04% -18,043 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,751 $1.8M 0.07% +1 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 8,688 $1.8M 1.79% +20 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,697 $1.79M 0.06% +3,725 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,685 $1.79M 0.03% -87 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,671 $1.78M <0.01% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,663 $1.78M 0.13% -1,050 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,584 $1.77M 0.07% +26 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,427 $1.73M 0.03% -370 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,416 $1.73M 0.14% +22 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,402 $1.73M 0.35% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,320 $1.71M 0.19% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 8,270 $1.7M 0.13% +1,160 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,204 $1.69M 0.15% +414 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 8,000 $1.65M <0.01% new 13F-HR/A Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,940 $1.63M 0.81% +492 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,927 $1.63M 0.03% -141 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,974 $1.63M 0.9% +928 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,857 $1.62M 0.05% +1,598 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,849 $1.61M 0.21% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,792 $1.6M 0.82% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,746 $1.59M 0.17% +1,163 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,742 $1.59M 0.01% -424 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,707 $1.59M 0.1% -248 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,612 $1.57M 0.56% +7,150 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,568 $1.56M 0.3% +206 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,550 $1.55M 0.02% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,506 $1.54M 0.02% +105 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,500 $1.54M 0.11% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 7,493 $1.54M 0.39% +214 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 7,381 $1.52M 0.78% -158 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,369 $1.52M 0.39% +21 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,355 $1.51M 0.19% -267 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,339 $1.51M 0.79% -2,299 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,320 $1.51M 0.02% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,191 $1.48M 0.04% +3,044 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,435 $1.45M 0.02% +215 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,001 $1.44M 0.55% +1,086 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,961 $1.43M 0.05% +5,832 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,923 $1.42M 1.34% +119 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,860 $1.41M 1.2% +400 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,815 $1.4M 0.01% +1 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 6,150 $1.39M 0.56% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,701 $1.38M 0.68% +21 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,700 $1.38M <0.01% +1,700 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,586 $1.38M 0.03% -83 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,690 $1.38M 0.1% -242 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,641 $1.37M 0.13% -6 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,633 $1.37M 1.75% 0 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 6,591 $1.36M 0.17% -3,654 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,360 $1.31M 0.18% 0 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 6,349 $1.31M 1.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,307 $1.3M 0.24% +150 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,837 $1.3M 0.38% -1,223 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,246 $1.29M 0.13% -57 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. 6,224 $1.28M 0.02% +165 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,164 $1.27M 0.01% -99 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,161 $1.27M 0.04% +3 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,144 $1.26M 0.05% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,143 $1.26M 0.09% -46 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,125 $1.26M 0.16% +190 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,115 $1.26M 0.03% +1,447 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,080 $1.25M 0.04% +715 13F-HR/A Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,052 $1.25M 0.54% +2,051 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 6,046 $1.24M 0.01% -19,843 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,020 $1.24M 0.04% -331 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,216 $1.24M 0.08% -571 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,000 $1.23M 0.13% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,972 $1.23M 0.03% +3,771 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,964 $1.23M 0.05% +1,270 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 5,898 $1.21M 0.64% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,884 $1.21M 0.2% +699 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,856 $1.21M 0.51% -109 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,814 $1.2M 0.56% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,744 $1.18M 0.01% -493 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,725 $1.18M 0.02% -20 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5,710 $1.18M 0.48% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 5,690 $1.17M 1.18% -6,657 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,651 $1.16M 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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