Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 37,673 $3.39M 1.13% +31,747 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 37,664 $3.39M 0.32% +917 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 36,612 $3.29M 0.43% +1,210 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 36,991 $3.26M 0.08% -772 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 36,060 $3.25M 0.21% +317 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,029 $3.24M 0.05% +3,667 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 35,527 $3.2M 0.29% +3,759 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 35,513 $3.2M 1.16% +809 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 34,938 $3.14M 1.7% -2,019 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 34,710 $3.12M <0.01% +3,351 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 34,319 $3.09M 0.02% +3,425 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 34,051 $3.06M 1.27% +1,149 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 32,895 $2.96M 4.25% +2,820 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 32,792 $2.95M 0.17% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 32,557 $2.94M 0.04% +878 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 31,741 $2.86M 0.15% +41 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31,649 $2.85M 0.36% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 31,370 $2.82M 1.4% +1,382 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 31,351 $2.82M 0.3% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 31,036 $2.79M 0.4% +855 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 30,889 $2.78M 0.27% new 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 30,746 $2.77M 0.51% -721 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,485 $2.74M <0.01% +657 13F-HR/A Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 30,455 $2.74M 0.07% -7,652 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,323 $2.73M 0.02% +702 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 30,309 $2.73M 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30,291 $2.73M 0.02% +3,053 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 29,943 $2.69M 0.3% -1,204 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 29,726 $2.68M 2.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 29,147 $2.62M 0.24% +69 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 28,491 $2.56M 0.6% +1,319 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 28,323 $2.55M 0.11% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 27,266 $2.45M 0.54% +22,270 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 27,092 $2.44M 0.88% -51 13F-HR/A Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 27,033 $2.43M 0.63% -128 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,439 $2.38M <0.01% +5,920 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,819 $2.36M <0.01% +1,367 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 26,060 $2.35M <0.01% +145 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25,389 $2.29M 0.05% +6,977 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25,208 $2.27M 0.18% -521 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 25,177 $2.27M 0.3% +4,457 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 25,076 $2.26M +1,831 Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24,981 $2.25M 0.6% -125 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 24,657 $2.22M 0.1% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 24,391 $2.2M 0.94% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,173 $2.18M 0.05% -790 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 24,078 $2.17M 1.99% +1,220 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 23,928 $2.15M 1.22% +4,672 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 23,722 $2.13M 1.33% +5,053 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 23,400 $2.11M 0.34% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 23,247 $2.09M 0.01% +623 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 23,206 $2.09M 1.63% -6,389 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 23,194 $2.09M 0.01% +5,012 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 23,040 $2.07M 0.77% +685 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 22,821 $2.05M 0.51% +386 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22,735 $2.05M 0.11% +270 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 22,436 $2.02M 0.01% -4,769 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22,386 $2.01M 0.42% +1,113 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 21,982 $1.98M 0.03% +4,076 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 21,957 $1.98M 0.8% +1,422 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,750 $1.96M 0.03% +4,619 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,684 $1.95M 0.07% +16,135 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 21,660 $1.95M 0.42% +5 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 21,410 $1.93M 1.28% +683 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,289 $1.92M 0.43% +727 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 20,741 $1.87M 1.14% +3,211 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 19,414 $1.85M 0.31% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,224 $1.85M 0.1% +363 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 19,997 $1.84M 0.02% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 20,054 $1.8M 0.01% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 19,994 $1.8M 0.06% -1,186 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,930 $1.79M 1.23% +133 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,932 $1.79M <0.01% +5,843 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,860 $1.79M 0.81% +745 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 19,771 $1.79M 0.53% +2,578 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,664 $1.77M 0.14% +1,065 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,616 $1.77M 0.64% -523 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 19,605 $1.76M 0.05% +141 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 19,408 $1.75M 2.01% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 20,545 $1.74M 0.47% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 19,216 $1.73M 0.19% +281 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 19,200 $1.73M 0.88% 0 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 19,140 $1.72M 1.53% +2,436 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,113 $1.72M 0.04% -1,378 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 19,110 $1.72M 0.83% +784 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,883 $1.7M 0.04% +8,011 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 18,860 $1.7M 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 18,784 $1.69M 0.01% -168 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 18,610 $1.67M 0.38% +146 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 18,255 $1.64M 1.62% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,171 $1.64M 0.4% +70 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,889 $1.61M 0.14% +5,650 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 17,636 $1.59M 0.49% +648 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,432 $1.57M 0.02% -6,528 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 17,377 $1.56M 0.77% -626 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,112 $1.54M 0.07% +530 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,066 $1.54M 0.04% +862 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,924 $1.52M 0.01% +3,759 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,891 $1.52M 0.02% -2,176 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,834 $1.52M 0.05% +134 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,645 $1.5M 0.08% -1,000 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,560 $1.49M 0.03% +242 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 16,456 $1.48M 0.38% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,391 $1.48M 0.02% -805 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 16,320 $1.47M 0.03% -246 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 16,235 $1.46M 0.82% 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 15,768 $1.42M 0.86% +3 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,345 $1.38M 0.01% 13F-HR Timeline Group First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 15,193 $1.37M 0.48% +1,922 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,108 $1.36M 0.08% -39 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,998 $1.35M 0.07% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,682 $1.32M 0.15% +828 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,676 $1.32M 0.03% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,640 $1.32M 0.03% +1,007 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 14,608 $1.31M 0.44% -212 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,398 $1.3M 0.04% +11,576 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 14,041 $1.26M 0.41% +4,308 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 13,717 $1.23M +1,310 Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,661 $1.23M 0.49% +719 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,597 $1.22M 0.23% -128 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,562 $1.22M 0.33% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 13,552 $1.22M 0.72% +9,917 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,486 $1.21M 0.51% -23 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 13,466 $1.21M 0.23% -216 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,355 $1.2M 0.01% +2,587 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,254 $1.19M 0.05% +675 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 13,152 $1.18M 0.27% -1,383 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,096 $1.18M 0.03% +1,537 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,055 $1.17M 0.01% +960 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,052 $1.17M 0.09% +8,736 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 12,895 $1.16M 0.99% +283 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 12,854 $1.16M 0.58% +98 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,762 $1.15M 0.03% +683 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,720 $1.14M 0.21% +915 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,686 $1.14M 0.17% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,646 $1.14M 0.29% +46 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12,572 $1.13M 1.13% 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 12,516 $1.13M 1.08% +1,210 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,434 $1.12M 0.41% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,360 $1.11M 0.08% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,348 $1.11M 0.01% -206 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,310 $1.11M 0.05% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,296 $1.11M 0.08% +275 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,233 $1.11M 0.01% -15 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,175 $1.1M 0.04% -384 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,872 $1.07M 0.37% +518 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,764 $1.06M 0.06% +1,737 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,717 $1.05M 0.56% -420 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 11,684 $1.05M 0.14% -77 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,536 $1.04M <0.01% +4,136 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,513 $1.04M 0.03% +3,436 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 11,442 $1.03M 0.23% +92 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,029,196 $1.03M 0.74% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,145 $1.03M 0.15% +281 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,229 $1.01M 0.07% +105 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 11,186 $1.01M 0.08% +1,028 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,005 $990K 0.05% new 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 11,000 $990K 0.78% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 10,816 $973K 0.13% +122 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,753 $968K 0.5% +662 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,696 $963K <0.01% +604 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,648 $958K 0.11% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,639 $958K 0.25% +187 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,547 $949K 0.01% +3,844 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,430 $939K 0.7% +573 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,377 $934K 0.01% +746 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,360 $932K 0.01% -288 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,343 $931K <0.01% +377 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,324 $929K 0.21% -659 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,297 $927K 0.09% +6,259 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,244 $922K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,186 $917K 0.08% +44 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,174 $916K 0.42% +25 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,116 $910K 0.22% -140 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,996 $900K 0.02% -37 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,896 $891K 0.25% +72 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,888 $890K 0.11% +1,529 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,746 $877K 0.48% +118 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 9,718 $875K 0.45% +1,300 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 9,668 $870K 0.03% +1,224 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,610 $865K 0.19% +1,444 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,609 $865K <0.01% +1,645 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,437 $849K 0.04% +3,389 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,369 $843K 0.02% -175 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,276 $835K 0.03% -264 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,104 $819K 0.75% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 9,061 $815K 0.48% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,023 $812K 0.03% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,003 $810K 0.39% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,980 $808K 0.14% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,967 $807K 0.06% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,882 $799K 0.43% -339 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,698 $783K 0.01% +4,481 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,648 $778K 0.18% +1,240 13F-HR Timeline FIRST MANHATTAN CO. 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