Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 148,441 $10.3M 3.95% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 147,510 $10.2M 6.58% +15,230 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 147,005 $10.2M 6.24% +12,097 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 146,753 $10.1M 4.46% +5,202 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 145,145 $10M 0.29% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 143,497 $9.91M 5.82% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 140,275 $9.69M 0.25% +933 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 139,108 $9.61M 0.51% -1,614 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 138,890 $9.6M 0.07% +77 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 137,209 $9.48M 4.64% +7,408 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 136,574 $9.44M 1.08% -1,970 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 135,738 $9.38M 0.12% +36,092 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 135,255 $9.34M 6.65% -1,208 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 134,810 $9.31M 0.81% +11,062 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 131,868 $9.11M 0.29% +9,283 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 130,187 $8.99M 1.31% +7,724 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 129,928 $8.98M 4.78% +3,478 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 129,604 $8.95M 0.23% +1,311 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 129,571 $8.95M 5.28% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 127,603 $8.82M 7.42% -13,569 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 126,955 $8.77M 2.4% +11,125 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 126,694 $8.75M 1.66% -126,676 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 125,607 $8.68M 1.88% +2,367 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 122,356 $8.45M 2.51% -7,608 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 121,827 $8.42M 0.29% +3,077 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 121,779 $8.41M 3.66% +152 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 120,074 $8.3M 0.05% +19,140 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 119,653 $8.27M 7.28% -9,257 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 118,164 $8.16M 0.02% -826 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 117,714 $8.13M 7.5% +324 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 116,953 $8.08M 0.09% +22,779 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 116,824 $8.07M 5.05% +35,625 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 116,706 $8.06M 1.1% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 116,657 $8.06M 0.01% +3,346 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 115,153 $7.96M 0.22% +5,857 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 115,062 $7.95M 1.21% -146,806 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 114,745 $7.93M 0.03% +8,759 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 114,273 $7.9M 0.16% -535 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 113,834 $7.79M 0.13% +48,358 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 112,068 $7.74M 0.87% +8,299 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 111,595 $7.71M <0.01% +66,232 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 110,905 $7.66M 0.74% +99,430 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 110,240 $7.62M 3.92% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 109,851 $7.59M 0.19% +101,304 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 108,794 $7.52M 1.1% -2,744 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 108,182 $7.47M 3.4% +1,881 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 107,322 $7.41M 1.15% +7,962 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 107,136 $7.4M 5.3% -1,217 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 104,409 $7.21M 4.53% +1,474 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 103,929 $7.18M 4.19% +22,838 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 103,880 $7.18M 3.19% +17,954 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 101,172 $6.99M 0.04% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 101,052 $6.98M 0.11% +1,050 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 101,730 $6.97M 0.4% +94,475 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 100,802 $6.96M 0.67% +8,813 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 100,666 $6.96M 0.07% +4,300 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100,458 $6.94M 4.66% +4,170 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 98,730 $6.82M 2.62% -3,127 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 97,256 $6.72M 0.6% +41,587 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 95,422 $6.59M 0.03% +10,799 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 95,308 $6.58M 0.64% +15,603 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 95,114 $6.57M 0.44% +3,059 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 95,097 $6.57M 2.87% +3,918 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 95,093 $6.57M 0.29% -1,737 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 93,656 $6.52M 0.25% +225 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 93,305 $6.45M 1.73% -4,388 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 92,788 $6.41M 1.86% +2,940 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 92,347 $6.38M 0.36% -1,117 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 91,104 $6.29M 1.35% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 90,470 $6.25M 0.15% +5,547 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 88,838 $6.14M 0.43% +4,272 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 88,460 $6.11M 3.98% +13,518 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 88,307 $6.1M 2.96% +595 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 86,847 $6M 3.86% +5,908 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 86,825 $6M 1.17% +7,542 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 85,621 $5.92M 0.18% +9,063 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 85,372 $5.9M 0.31% +90 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 84,886 $5.86M 1.36% -236 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 84,272 $5.82M 0.71% +11,370 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 83,289 $5.75M 4.15% -996 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 83,200 $5.75M 0.79% -19,173 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 82,461 $5.7M 4.97% +1,357 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 82,260 $5.68M 1.46% -5,763 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 82,173 $5.68M 0.13% +24,780 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 81,965 $5.66M 0.02% +64,636 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 81,592 $5.64M 0.78% -3,093 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 81,527 $5.63M 1.8% +43,724 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 80,962 $5.62M 0.24% +3,300 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 80,368 $5.55M 0.71% -22,675 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 79,914 $5.52M 3.82% 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 79,868 $5.52M 0.65% -400 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 79,771 $5.51M 1.81% -2,170 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 79,457 $5.49M 2.45% -3,044 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 79,137 $5.47M 0.25% -1,570 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 78,887 $5.45M 4.54% -8,943 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 78,707 $5.44M 0.15% +32,350 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 77,596 $5.36M 0.45% +1,670 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 76,288 $5.27M 2.25% +506 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 75,890 $5.24M +4,009 Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 76,505 $5.24M 1.99% +34,039 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 75,541 $5.22M 1.45% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 75,434 $5.21M 0.47% +26,048 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 75,327 $5.2M 0.2% +64,908 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 75,208 $5.2M 0.25% -74 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 74,897 $5.17M 4.06% +5,588 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 74,768 $5.17M 3.34% -783 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 74,011 $5.11M 4.35% +3,335 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 73,843 $5.1M 0.07% -4,359 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 72,550 $5.01M 0.24% -3,508 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 72,515 $5.01M 3.04% -6,730 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 72,413 $5M 0.07% -760 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 72,317 $5M 0.31% +5,401 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 71,200 $4.92M 0.18% +625 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 70,593 $4.88M 0.14% +12,921 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 69,975 $4.83M 0.11% +15,851 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 69,961 $4.83M 0.08% -4,285 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 69,956 $4.83M 2.77% +2,867 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 69,416 $4.8M 0.93% -15,510 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 68,863 $4.76M 0.45% +1,292 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 68,821 $4.75M 3.23% +3,538 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 68,762 $4.75M 2.24% +2,906 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 68,672 $4.75M 1.96% +6,227 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 68,229 $4.71M 1.5% +28,280 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 68,186 $4.71M 0.06% +3,686 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 68,124 $4.71M 0.34% +28,090 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 67,713 $4.68M 1.12% +13,005 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 67,546 $4.67M 2.28% -4,122 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 67,525 $4.67M 1.55% -2,330 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 67,513 $4.66M 0.03% -108,058 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 66,397 $4.59M 3.98% +952 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 65,878 $4.55M 1.55% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 65,272 $4.51M 1.08% +3,202 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65,079 $4.5M 0.29% +9,160 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 64,852 $4.48M 0.48% +1,813 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,151 $4.43M 0.78% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 63,888 $4.41M 0.09% -8,571 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 63,722 $4.4M 0.37% -4,311 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 63,670 $4.4M 0.57% -2,418 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 62,806 $4.34M 0.41% -1,679 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 62,437 $4.31M 1.27% -2,475 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 62,299 $4.3M 0.45% +8,691 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 61,923 $4.28M 1.18% +1,768 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 61,746 $4.27M 0.1% +6,211 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 61,527 $4.25M 0.03% +1,696 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 60,642 $4.19M 0.14% +4,880 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 60,390 $4.17M 0.35% -3,101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 60,355 $4.17M 0.02% +16,575 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 59,850 $4.14M 0.07% +1,642 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 59,742 $4.13M 0.45% +12,998 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 59,722 $4.13M 0.58% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 59,616 $4.12M 2.28% -192 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 59,456 $4.11M 0.02% +21,279 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 59,143 $4.09M 0.15% +8,312 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 58,782 $4.06M 0.09% +29,041 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 58,542 $4.04M 0.2% +54,563 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 57,320 $3.96M 0.18% +26,684 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 57,158 $3.95M 0.26% -1,269 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 57,025 $3.94M 0.21% +5,362 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 56,027 $3.93M 0.06% +8,946 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 56,675 $3.92M 0.19% +42,986 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 55,998 $3.87M 1.32% +43,221 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 55,288 $3.82M 1.15% -2,231 13F-HR/A Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 54,831 $3.79M 1.04% -2,290 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 54,540 $3.76M 1.36% +3,462 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 54,096 $3.74M 0.09% +7,899 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 53,746 $3.71M 0.03% +718 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 53,181 $3.67M 0.04% +11,598 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 52,882 $3.65M <0.01% +15,248 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 52,845 $3.65M 0.01% new 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 52,737 $3.64M 0.05% +16,250 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 52,707 $3.64M 0.56% +5,414 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 52,467 $3.62M 0.8% -631 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 52,399 $3.62M 2.82% +3,679 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 52,098 $3.6M 0.31% +1,247 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 51,855 $3.58M 3.17% -134 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 51,555 $3.56M <0.01% +26,695 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 51,286 $3.54M 0.25% +5,471 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 51,119 $3.53M 0.05% +2,824 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 $3.5M 0.1% 0 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 49,939 $3.45M 0.21% +27 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 49,358 $3.41M 0.21% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 48,586 $3.36M 0.33% +14 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 47,574 $3.29M 0.02% +3,750 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 47,374 $3.27M 0.08% -954 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 47,373 $3.27M 0.82% +29,202 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,692 $3.24M -42,187 Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 46,876 $3.24M 1.61% +408 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 46,589 $3.22M 2.04% +14,002 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 46,556 $3.22M 0.34% -350 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 46,509 $3.21M 0.08% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 46,044 $3.18M 0.37% -18,568 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 45,821 $3.17M 0.8% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 45,793 $3.16M 0.2% -508 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 45,741 $3.16M 0.25% +3,708 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 45,445 $3.14M -434 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,178 $3.12M 0.09% +16,349 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 45,134 $3.12M 2.18% +4,145 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 45,100 $3.12M 0.58% +3,665 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 45,068 $3.11M 0.32% -578 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 44,847 $3.1M 1.73% -7,368 13F-HR Timeline