Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 131,877 $7.77M 0.07% +204 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 129,571 $7.64M 6.12% 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 129,513 $7.63M 3.92% +3,131 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 127,968 $7.54M 0.99% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 127,279 $7.5M 4.6% +146 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 126,681 $7.47M 1.61% -425 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 126,407 $7.45M 7.5% 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 126,170 $7.44M 2.69% -2,605 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 125,000 $7.37M 0.38% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 123,792 $7.3M 2.18% +22,665 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 122,515 $7.22M 5.09% 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 121,821 $7.18M 4.49% 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 120,150 $7.08M 1.12% +375 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 119,952 $7.07M 0.26% -3,217 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 118,771 $7M 0.01% +19,398 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 118,568 $6.99M 0.67% +4,269 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 118,405 $6.98M 0.44% -4,214 13F-HR Timeline Group M Wealth Management, LLC More: the full row for M Wealth Management, LLC 118,324 $6.97M 6.37% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 118,224 $6.97M 0.02% +5,541 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 117,826 $6.94M 0.01% +51,528 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 116,711 $6.88M 0.08% +6,423 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 115,045 $6.78M 0.15% +1,987 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 114,891 $6.77M 0.93% +20,891 13F-HR Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 113,786 $6.71M 5.31% +3,736 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 113,692 $6.7M 2.12% -3,589 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 112,766 $6.65M 0.03% -12,083 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 109,343 $6.6M 0.37% +20,027 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 111,239 $6.56M 0.4% +94,354 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 110,240 $6.5M 3.3% -1 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 109,191 $6.43M 0.19% +74,085 13F-HR/A Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 108,942 $6.42M 4.84% +321 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 107,607 $6.34M 1.55% +9,683 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 106,295 $6.26M 2.08% 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 105,942 $6.24M 0.95% new 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 105,716 $6.23M 2.83% +1,907 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,709 $6.11M 0.04% +33,274 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 101,240 $5.97M 0.93% +14,396 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 100,721 $5.94M 0.08% +51,134 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 99,336 $5.85M 0.61% +8,888 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 98,722 $5.82M 3.89% +4,995 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 98,260 $5.79M 3.37% +8,650 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 97,535 $5.75M 0.28% -969 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 96,801 $5.7M 3.59% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 96,040 $5.66M 0.29% +2,856 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 94,771 $5.58M 0.07% +88,077 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 94,261 $5.55M 0.36% -404 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 92,676 $5.46M 0.34% -15,460 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 90,301 $5.32M 1.1% +3,342 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 88,314 $5.2M 0.61% +14,334 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 88,263 $5.2M 0.22% +10,752 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 87,529 $5.16M 2.59% +8,557 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 87,274 $5.14M 2.72% +1,141 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 86,808 $5.12M 0.09% +2,754 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 86,500 $5.1M 1.78% -164 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 85,912 $5.06M 1.25% +2,314 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 85,373 $5.03M 1.46% -1,558 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 85,244 $5.02M 0.28% -270 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 85,125 $5.02M 0.13% -363 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 85,046 $5.01M 1.2% -10,687 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 83,932 $4.95M 0.55% -1,056 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 83,461 $4.92M 2.63% -477 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 83,177 $4.9M 1.54% -1,281 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 83,173 $4.9M 3.98% +1,888 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 82,883 $4.88M 0.82% +5,895 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 82,605 $4.87M 0.07% +4,155 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 82,507 $4.86M 0.39% +76,734 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 82,114 $4.84M 1.84% -801 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 81,342 $4.79M 3.17% +2,868 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 81,296 $4.79M 0.1% -4,740 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 81,274 $4.79M 0.24% -2,150 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 80,550 $4.75M 4.54% 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 79,948 $4.71M 0.61% -20,750 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 79,626 $4.69M 0.64% +2,768 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 79,315 $4.67M 2.99% +5,429 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 78,940 $4.65M 0.47% -9,844 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 78,582 $4.63M 0.04% +37,880 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 77,797 $4.58M 0.65% -1,207 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 76,527 $4.51M 0.09% +9,786 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 76,475 $4.51M 3.02% +35,877 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 76,025 $4.48M 2.08% +4,085 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 75,724 $4.47M 0.42% -3,727 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 75,632 $4.46M 0.97% -2,737 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 74,752 $4.41M 0.07% +5,046 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 74,470 $4.39M 0.31% +1,036 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 69,855 $4.35M 1.97% 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 73,576 $4.34M 5.48% +6,363 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 73,536 $4.33M 1.3% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 73,057 $4.31M 0.23% +4,776 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 72,262 $4.26M 0.4% +8,145 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 72,186 $4.25M 2.86% 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 72,135 $4.25M 0.07% +5,515 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 72,731 $4.24M +17,479 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 71,761 $4.23M 0.05% +3,807 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 71,757 $4.23M 0.04% +41,258 13F-HR/A Timeline TIAA group of 2 filers holding More: the full row for TIAA 70,019 $4.13M +1,534 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 69,824 $4.11M 0.15% -2,410 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 69,705 $4.11M 0.37% +21,923 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 67,812 $4M 3.94% 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 67,403 $3.97M 1.47% +308 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66,727 $3.93M 0.13% +10,334 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 66,155 $3.9M 0.11% +2,340 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 65,519 $3.86M 1.24% +1,422 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 65,245 $3.84M 0.57% +2,142 13F-HR/A Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 65,047 $3.83M 2.15% +2,440 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 64,782 $3.82M 0.38% -123 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 64,522 $3.8M 2.68% +4,069 13F-HR Timeline Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 63,946 $3.77M 3.98% +15,183 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 63,726 $3.76M 0.74% +632 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 63,400 $3.74M 0.03% -29,200 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 63,050 $3.72M 0.14% +15,140 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 63,046 $3.72M 1.65% +7,070 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 62,930 $3.71M 0.36% +324 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 62,684 $3.69M 0.08% -5,210 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 61,907 $3.65M 2.01% 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 61,459 $3.62M 1.08% +759 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 60,987 $3.59M 1.54% +8,011 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 60,417 $3.56M 0.02% -1,263 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 60,357 $3.56M 0.07% +3,396 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 60,208 $3.55M 3.43% +5,086 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 60,000 $3.54M 1.21% 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 58,692 $3.46M 0.51% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 58,492 $3.45M 3.13% 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 58,291 $3.44M 3% 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 58,248 $3.43M 2.07% +13,556 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 58,408 $3.4M 0.18% +690 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 58,399 $3.4M 0.06% +24,209 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 57,099 $3.36M 0.99% +12,317 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 56,161 $3.31M 0.19% -4,497 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 55,791 $3.29M 0.42% -7,671 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 55,428 $3.27M 0.67% +5,798 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 54,715 $3.22M 0.31% +2,734 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 54,689 $3.22M 0.45% +7,467 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,609 $3.22M 0.12% +1,979 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 54,167 $3.19M 0.09% +1,210 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 53,995 $3.18M 0.23% +809 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53,886 $3.18M 0.22% -11 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 53,832 $3.17M 2.55% -1,327 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 53,612 $3.16M 0.2% -55 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 53,455 $3.15M 0.27% +561 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 53,446 $3.15M 0.22% +5,386 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 53,195 $3.13M 0.4% +2,457 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 52,696 $3.11M 0.1% +431 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 52,608 $3.1M 0.75% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 51,710 $3.05M 0.79% +3,400 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 51,382 $3.03M 0.31% -2,534 13F-HR/A Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 48,416 $2.98M 1.1% +2,401 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 49,900 $2.94M 0.21% +63 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 49,878 $2.94M 0.01% +3,936 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.31% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,362 $2.91M <0.01% +48,700 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 49,356 $2.91M 0.2% -675 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 49,153 $2.9M 0.05% +2,415 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 49,111 $2.89M 0.73% +4,160 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 48,992 $2.89M <0.01% +8,138 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 48,336 $2.85M 0.07% -253 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 48,068 $2.83M 1.07% -5,630 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 47,603 $2.82M 0.07% +1,237 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 47,698 $2.81M 0.28% +595 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 47,078 $2.77M 0.33% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 46,570 $2.76M <0.01% -7,970 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 46,739 $2.75M 0.28% +8,271 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 46,736 $2.75M 1.94% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 46,495 $2.74M 0.23% +4,209 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 46,189 $2.72M 0.28% +15,807 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 46,048 $2.71M 0.28% -2,190 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 45,821 $2.7M 0.76% +1,645 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 45,725 $2.69M 0.21% +4,027 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 45,672 $2.69M 1.85% +3,505 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 45,615 $2.69M 0.45% +47 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 45,577 $2.69M 0.09% -1,678 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 45,453 $2.68M 0.04% -1,533 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 45,376 $2.67M 0.35% -31,788 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 45,342 $2.67M 0.46% -3,377 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 45,182 $2.66M 0.39% +5,713 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 45,114 $2.66M -43,057 Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 44,870 $2.64M 0.07% +30 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 44,843 $2.64M 0.51% +31,038 13F-HR/A Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 44,234 $2.61M 0.91% +282 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 43,905 $2.59M <0.01% -327 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 43,664 $2.57M 0.01% +16,787 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,514 $2.56M 0.02% -99 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 43,454 $2.56M 0.17% +3,780 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 43,188 $2.55M 0.18% +3,069 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 43,140 $2.54M 0.06% +18,943 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 42,912 $2.53M 1.3% +18,697 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 42,749 $2.52M 0.1% -6,647 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 42,199 $2.49M 0.95% -422 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 42,059 $2.48M 0.8% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 41,967 $2.47M 0.88% 0 13F-HR Timeline Gold Investment Management Ltd. 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