BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 139,457 $8.66M 0.01% -14,599 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 139,342 $8.65M 0.24% -1,168 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 138,813 $8.62M 0.08% +6,936 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 138,544 $8.6M 1.1% -880 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 136,463 $8.47M 6.78% -2,533 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 135,059 $8.39M 0.05% +31,350 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 134,908 $8.38M 5.8% +12,393 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 133,660 $8.3M 0.1% +16,949 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 132,280 $8.21M 6.79% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 129,964 $8.07M 2.47% +6,172 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 129,801 $8.06M 4.6% +7,980 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 129,571 $8.05M 5.52% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 128,910 $8.01M 7.9% +2,503 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 128,293 $7.97M 0.3% -5,251 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. ADE, LLC More: the full row for ADE, LLC 126,450 $7.85M 4.52% -829 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 125,000 $7.76M 0.49% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 123,748 $7.68M 0.74% +5,180 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 123,240 $7.65M 1.87% +15,633 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 122,585 $7.61M 0.57% +4,180 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 122,463 $7.6M 1.18% +2,313 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 121,627 $7.55M 3.67% -25,311 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 120,444 $7.48M 2.61% -5,726 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 118,990 $7.39M 0.02% +766 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 118,750 $7.37M 0.28% -1,202 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 117,390 $7.29M 6.79% -934 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 116,706 $7.25M 1.46% +10,764 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 115,830 $7.19M 2.21% +9,535 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 114,808 $7.13M 0.16% -237 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 113,340 $7.04M 2.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 113,311 $7.04M 0.01% -5,460 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 111,538 $6.93M 1.09% +10,298 13F-HR/A Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 110,240 $6.85M 3.65% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 109,296 $6.79M 0.22% +105 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 108,353 $6.73M 5.35% -5,433 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 106,301 $6.6M 3.46% +8,041 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 106,260 $6.6M 0.05% -49,328 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 105,986 $6.58M 0.03% -6,780 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 103,769 $6.44M 0.78% +15,455 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 103,043 $6.4M 0.89% -24,925 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 102,935 $6.39M 4.31% +4,213 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 102,373 $6.36M 1.02% -12,518 13F-HR Timeline Group Kaye Capital Management More: the full row for Kaye Capital Management 101,857 $6.33M 2.58% -3,859 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 100,934 $6.27M 0.05% +22,352 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 100,002 $6.21M 0.11% +23,475 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 99,646 $6.19M 0.09% +24,894 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 99,615 $6.19M 0.3% +3,575 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 99,360 $6.17M 1% +16,477 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 97,693 $6.07M 1.85% -15,999 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 97,281 $6.04M 3.66% +480 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 96,830 $6.01M 0.3% -705 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 96,366 $5.98M 0.07% +1,595 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 96,288 $5.98M 4.42% -12,654 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 94,174 $5.85M 0.09% +7,366 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 93,464 $5.8M 0.38% -797 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 93,431 $5.8M 0.25% +5,168 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 92,055 $5.72M 0.41% +62,774 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 91,989 $5.71M 0.59% -7,347 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 91,179 $5.66M 2.95% +3,650 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 87,879 $5.62M +15,148 Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 90,398 $5.61M 2.28% +46,948 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 88,609 $5.5M 0.18% +74,948 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 88,023 $5.47M 1.6% +2,650 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 87,830 $5.45M 4.89% 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 87,712 $5.45M 2.89% +438 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 74,942 $5.37M 3.55% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 89,848 $5.35M 1.76% +6,671 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 85,926 $5.34M 2.6% +22,880 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 85,282 $5.3M 0.31% +38 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 85,122 $5.29M 1.27% -790 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 84,926 $5.27M 1.1% -5,375 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 84,923 $5.27M 0.14% -202 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 84,685 $5.26M 1.27% -361 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 84,623 $5.26M 0.03% +80,978 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 84,566 $5.25M 0.42% +2,059 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 84,515 $5.25M 6.31% +10,939 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 84,285 $5.23M 4.21% +1,112 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 82,501 $5.12M 2.24% -960 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 81,941 $5.09M 1.83% -4,559 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 81,199 $5.04M 3.5% new 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 81,104 $5.04M 4.97% +554 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 81,091 $5.04M 3.31% +4,616 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 80,939 $5.03M 3.76% -403 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 80,707 $5.01M 0.25% -567 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 80,268 $4.98M 0.65% +320 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 79,705 $4.95M 0.55% -4,227 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 79,283 $4.92M 1.05% +3,651 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 79,245 $4.92M 3.14% -70 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 78,202 $4.86M 0.07% -4,403 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 76,558 $4.75M 0.18% -112,040 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 75,926 $4.75M 0.44% +202 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 76,058 $4.72M 0.25% +3,001 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 75,782 $4.71M 2.19% -243 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 75,551 $4.69M 3.15% +3,365 13F-HR Timeline Group Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 75,541 $4.69M 1.5% +2,005 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 75,282 $4.67M 0.35% +812 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 77,662 $4.66M 0.24% +19,254 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 70,676 $4.64M 4.17% +2,864 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 74,246 $4.61M 0.09% -7,050 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 74,016 $4.6M 0.48% +19,301 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 73,173 $4.54M 0.07% +1,038 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 72,902 $4.53M 0.59% +19,707 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,459 $4.51M 0.12% +2,635 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 71,881 $4.46M +1,862 Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 71,668 $4.45M 2.41% +6,621 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 70,675 $4.39M 1.58% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 70,575 $4.38M 0.17% +7,525 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 69,674 $4.36M 0.05% +51,943 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 69,857 $4.34M 0.53% +65,422 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 69,855 $4.34M 1.96% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 69,309 $4.3M 3.92% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 68,033 $4.22M 0.39% -4,229 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 67,571 $4.2M 0.42% -11,369 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 67,089 $4.17M 2.91% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 66,916 $4.16M 0.29% +13,470 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 66,326 $4.12M 0.02% +5,909 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 66,088 $4.1M 0.59% +843 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 65,856 $4.09M 2.17% +3,949 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 65,476 $4.07M 0.08% +5,119 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 65,445 $4.06M 3.81% +5,237 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 65,283 $4.05M 2.94% +761 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 64,912 $4.03M 1.32% -607 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 64,612 $4.01M 0.55% +9,184 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 64,500 $4.01M 0.05% -7,261 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 64,485 $4M 0.4% -297 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,151 $3.98M 0.79% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 63,776 $3.96M 0.74% +50 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. 63,681 $3.95M 0.09% +997 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 63,491 $3.94M 0.39% +561 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 63,386 $3.94M 0.05% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 63,039 $3.91M 0.53% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 62,445 $3.88M 1.72% +1,458 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 62,070 $3.85M 1.01% +28,121 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 60,319 $3.75M 0.52% +5,630 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 59,831 $3.73M 0.03% +26,259 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 59,808 $3.71M 2.2% +1,560 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 59,722 $3.71M 0.58% +1,030 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 58,427 $3.63M 0.27% +4,972 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 60,155 $3.63M 1.26% -1,304 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 58,208 $3.61M 0.06% -191 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 57,672 $3.58M 0.12% -43,049 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 57,519 $3.57M 1.19% -2,481 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 57,393 $3.56M 0.09% +42,453 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 57,121 $3.55M 1.07% +22 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55,919 $3.47M 0.24% +2,033 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 55,762 $3.46M 0.13% +1,153 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 55,669 $3.46M 0.36% +9,480 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 55,535 $3.45M 0.1% +1,368 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 54,708 $3.4M 0.94% +13,238 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 54,140 $3.36M 0.25% +145 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 54,124 $3.36M 0.09% +8,547 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 53,613 $3.33M 0.22% +1 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 53,608 $3.33M 0.39% +6,530 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 53,098 $3.3M 0.84% +490 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 53,028 $3.29M 0.03% -18,729 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 52,215 $3.24M 1.9% +11,921 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 51,989 $3.23M 2.91% -6,503 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 51,663 $3.21M 0.19% -4,498 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 50,851 $3.16M 0.33% +4,112 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50,831 $3.16M 0.1% -1,865 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 50,655 $3.15M 0.11% -15,500 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 51,078 $3.1M 1.28% +2,662 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 49,912 $3.1M 0.22% +12 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 49,514 $3.08M 0.01% +8,029 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 49,386 $3.07M 0.3% +26,748 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 49,358 $3.07M 0.22% +2 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 48,720 $3.03M 2.73% +9,170 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 48,572 $3.02M 0.31% +874 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 48,328 $3M 0.08% -8 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 48,295 $3M 0.04% +2,842 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 47,293 $2.94M 0.48% +1,678 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.33% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 47,081 $2.92M 0.05% -2,072 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 46,906 $2.91M 0.35% -4,476 13F-HR/A Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 46,781 $2.91M +2,876 Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 46,744 $2.9M 0.37% +1,368 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 46,468 $2.89M 1.49% +3,556 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46,357 $2.88M 0.09% -20,370 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 46,301 $2.88M 0.21% -194 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 46,200 $2.87M 0.76% -5,510 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,197 $2.87M 0.07% -1,406 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 45,879 $2.85M +765 Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 45,821 $2.85M 0.78% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45,815 $2.85M 0.21% +2,627 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 45,646 $2.83M 0.29% -402 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 45,608 $2.83M 0.95% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 45,363 $2.82M <0.01% -3,629 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 45,031 $2.8M 2.51% new 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 44,862 $2.79M 1.85% -810 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 44,754 $2.78M 1.38% +36,046 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 44,625 $2.77M 0.52% -218 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 44,332 $2.75M 0.98% +98 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 44,328 $2.75M 0.22% -1,397 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 43,824 $2.72M 0.02% +34,220 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,780 $2.72M 0.02% +266 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 43,310 $2.69M 0.57% +2,030 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 42,466 $2.64M 1.11% +12,288 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 42,049 $2.61M 0.01% -7,829 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 42,033 $2.61M 0.38% -27,672 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 41,792 $2.6M 0.33% -13,999 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 41,597 $2.58M 2.25% +3,012 13F-HR Timeline