Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 58,427 $4.41M 1.14% -1,153 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 57,335 $4.37M 1.05% +13,282 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 53,390 $4.31M 0.08% +39,390 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 57,063 $4.3M 1.44% +1,573 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 57,025 $4.3M 0.21% 0 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 56,506 $4.26M <0.01% +3,036 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 56,405 $4.26M 0.13% +4,610 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 56,316 $4.25M 3.19% +5,310 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 55,714 $4.2M 0.22% +8,289 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 55,673 $4.2M 1.17% +20,872 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,420 $4.18M 0.2% +48,291 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 55,289 $4.17M 0.07% -747 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 55,103 $4.16M 0.58% -525 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 54,785 $4.13M 0.05% -13,691 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 54,408 $4.1M 0.04% +2,414 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 54,144 $4.08M 0.44% -6,183 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 53,350 $4.02M 0.15% -2,049 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 53,261 $4.02M 1.59% +34,573 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 52,704 $3.98M 1.07% -15,788 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 52,548 $3.96M 1.62% +14,544 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 51,909 $3.92M 1.1% -103,635 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 51,133 $3.86M 1.07% -2,970 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 50,574 $3.82M 0.83% -14,333 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 50,027 $3.77M 0.2% +70 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 49,829 $3.76M 0.51% +8,554 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 49,665 $3.75M 0.87% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 49,560 $3.74M 0.21% +202 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 49,465 $3.73M 0.11% -1,848 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 49,334 $3.72M 1.6% -57,544 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 48,975 $3.69M -668 Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 48,921 $3.69M 0.22% +21,800 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 48,915 $3.69M 2.06% +431 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 46,852 $3.68M 1.15% +8,470 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 48,777 $3.68M 0.26% -659 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 48,774 $3.68M 0.41% +4,537 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 48,622 $3.67M 2.45% +1,580 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 48,539 $3.66M 0.64% +1,141 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 48,328 $3.65M 0.35% +35,640 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 48,182 $3.63M 0.01% +13,035 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 46,930 $3.63M 2.12% 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 47,861 $3.61M 2.71% 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 47,859 $3.61M 0.83% +2,038 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 47,762 $3.6M 0.52% +5,576 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 47,704 $3.6M +25,995 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 46,928 $3.54M 0.09% +5,183 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 46,844 $3.53M 2.47% +2,190 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 46,514 $3.51M 3.17% 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 46,074 $3.48M 0.35% +1,777 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 46,061 $3.47M 0.08% +2,667 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 45,948 $3.47M 2.57% -3,498 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 45,901 $3.46M 0.02% +13,471 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45,828 $3.46M 0.02% +7,618 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 45,762 $3.45M 0.25% +5,323 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 45,642 $3.44M 0.1% +10,071 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 43,625 $3.43M -1,663 Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 45,083 $3.4M 0.21% +2,605 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 44,923 $3.39M 3.94% 13F-HR Timeline Friday Financial More: the full row for Friday Financial 44,846 $3.38M 1.19% +17,669 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 44,586 $3.36M 0.18% +3,500 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 44,538 $3.36M 2.07% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 44,318 $3.34M 0.01% +6,796 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 44,299 $3.34M 0.73% +455 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 44,180 $3.33M 0.02% -27,813 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 44,126 $3.33M 0.53% +915 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 43,874 $3.31M 0.33% +21,921 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 43,711 $3.3M 1.74% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 43,666 $3.29M 0.22% -1,341 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 43,149 $3.26M 0.62% +621 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 43,140 $3.25M 0.3% +1,771 13F-HR Timeline Group Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 43,041 $3.25M 3.4% 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. 42,717 $3.22M 0.06% +4,246 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 42,656 $3.22M 1.5% +922 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,468 $3.2M 0.17% -1,140 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 42,330 $3.19M 1.02% +464 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 42,206 $3.18M 1.38% 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 41,152 $3.14M +6,855 Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 41,273 $3.11M 1.2% +3,624 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 41,206 $3.11M 0.18% +2,530 13F-HR Timeline Group Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 41,175 $3.11M 0.52% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 38,731 $3.1M 0.66% +28,569 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 41,116 $3.1M 0.83% +8,191 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 41,048 $3.1M 0.29% +69 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 40,847 $3.08M 1.4% -1,439 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 40,798 $3.08M 2.89% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 40,389 $3.05M 0.19% +112 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 40,387 $3.05M 0.52% +2,139 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 40,000 $3.02M 0.14% 0 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 39,825 $3M 0.37% -280,077 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 39,729 $3M 0.21% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 39,693 $2.99M 2.87% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 39,603 $2.99M 0.4% 0 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 39,574 $2.99M 1.83% +2,215 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 39,326 $2.97M 0.79% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 39,140 $2.95M 1.37% +791 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 39,010 $2.94M 1.81% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,968 $2.94M 0.11% +3,627 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.23% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 38,876 $2.93M 1.11% +9,668 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,945 $2.93M 0.07% -25,280 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 38,832 $2.93M 1.69% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 38,676 $2.92M 0.29% -9 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 38,604 $2.91M 0.05% +4,118 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 38,568 $2.91M 0.09% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 37,481 $2.9M 0.06% -281 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 38,422 $2.9M <0.01% -356,304 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 38,413 $2.9M 0.39% +779 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 38,410 $2.9M 2.16% +1,468 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 38,244 $2.89M 0.24% +1,587 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,234 $2.88M 0.18% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 37,880 $2.86M 1.78% 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 37,325 $2.82M 0.6% -2,595 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 37,233 $2.81M 1.54% 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 37,199 $2.81M 2.03% -419 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 37,092 $2.8M 0.16% +3,012 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 36,924 $2.79M 0.34% -176 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 36,069 $2.72M 0.46% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,914 $2.71M 0.07% +5,098 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 35,761 $2.7M 1.84% -18,903 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 32,763 $2.69M 0.78% +11,333 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 35,399 $2.67M 1.39% +14,515 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 35,375 $2.67M +5,052 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 35,195 $2.66M 0.01% +200 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 34,694 $2.62M 0.47% +932 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,627 $2.61M 0.05% -11,097 13F-HR Timeline Group Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 34,590 $2.61M 2.5% 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 34,212 $2.58M 0.11% +446 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 34,144 $2.58M 0.06% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 34,085 $2.57M 0.17% +2,382 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 33,989 $2.56M 0.19% +3,945 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 33,833 $2.55M 0.04% +7,037 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 33,502 $2.53M 0.05% +1,588 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 33,318 $2.51M 1.47% +1,153 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 33,214 $2.51M 0.44% -932 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 33,180 $2.5M 1.47% +1,860 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 33,011 $2.49M 1.52% +2,566 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 33,000 $2.49M 0.16% -8,000 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 32,875 $2.48M 0.34% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 32,701 $2.47M 0.5% -1,391 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 32,643 $2.46M 0.76% -117 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 32,612 $2.46M 0.04% +23,050 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 32,532 $2.46M <0.01% +24,591 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 32,568 $2.46M 2.33% -1,126 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 32,180 $2.43M 0.55% -2,415 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,171 $2.43M 0.56% +234 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 32,074 $2.42M 0.93% -1,841 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 32,030 $2.42M 0.53% +309 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 32,003 $2.41M 0.15% +288 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 30,246 $2.41M 0.06% -1,506 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31,829 $2.4M 0.03% +3,817 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 31,787 $2.4M <0.01% -9,965 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 31,742 $2.39M 0.08% -1,015 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 31,703 $2.39M 0.39% +8,930 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,624 $2.39M 1.04% +1,023 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31,517 $2.38M 0.75% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 31,368 $2.37M 0.8% +1,832 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 31,238 $2.36M 0.35% -116 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 31,204 $2.35M 6.61% +410 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,180 $2.35M 0.03% +29,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Human Investing LLC More: the full row for Human Investing LLC 31,041 $2.34M 0.33% +426 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,963 $2.34M 0.01% +3,124 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 30,903 $2.33M 0.28% +1,100 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 30,873 $2.33M 0.45% -158 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 30,526 $2.3M 0.13% +473 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 30,505 $2.3M 0.16% -563 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 30,235 $2.28M 0.02% -1,704 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 30,200 $2.28M 0.93% -4,040 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 30,109 $2.27M 0.76% -470 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 30,065 $2.27M 0.36% +1,697 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 30,029 $2.27M 0.5% +898 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 29,946 $2.26M 0.12% -4,052 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 29,863 $2.25M 0.21% -5,601 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 29,764 $2.25M <0.01% +25,703 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29,707 $2.24M 0.16% -68 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,663 $2.24M 0.01% -16 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 29,613 $2.23M 2.13% 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 29,599 $2.23M 0.29% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,578 $2.23M 0.02% +7,818 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 29,370 $2.22M 2.25% -155 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 29,287 $2.21M 0.03% +3,703 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 29,284 $2.21M 0.37% +183 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 29,261 $2.21M 1.18% -424 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,217 $2.2M 0.1% -91 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,020 $2.19M 0.01% -3,507 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 28,986 $2.19M 0.73% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 28,985 $2.19M 0.13% -831 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 28,694 $2.16M 0.28% +7,298 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 28,685 $2.16M 0.52% -20,082 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 28,658 $2.16M 0.09% +12,612 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,629 $2.16M 0.07% +6,514 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 28,625 $2.16M 1.08% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28,318 $2.14M 0.01% +22,363 13F-HR Timeline Group Unify Financial Advisors More: the full row for Unify Financial Advisors 28,166 $2.12M 2.21% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 28,071 $2.12M 0.23% +18,158 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 27,936 $2.11M 2.07% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 27,759 $2.09M 0.29% +1,680 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 27,646 $2.09M 0.22% +7,373 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 25,725 $2.09M 0.1% -275 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 27,600 $2.08M 0.51% +467 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 27,588 $2.08M 1.46% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 27,520 $2.08M 0.08% +29 13F-HR Timeline