Dakota Wealth Management More: the full row for Dakota Wealth Management 49,255 $2.01M 0.04% +1,963 13F-HR/A Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 46,631 $1.9M 1.25% -2,639 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 42,323 $1.85M 0.06% +3,073 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,394 $1.85M <0.01% -10,127 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 44,362 $1.81M 0.02% +25,250 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 44,127 $1.8M 0.65% +967 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 43,962 $1.79M 0.02% -772,367 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 43,928 $1.79M 0.02% -9,172 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 43,705 $1.78M 0.52% +2,720 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 43,502 $1.78M 0.09% -1,779 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 43,075 $1.76M 0.01% +32,029 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 42,265 $1.73M 0.06% +4,681 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 42,208 $1.72M 0.27% +5,051 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 41,062 $1.68M 0.43% -3,938 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 40,685 $1.66M 0.01% +32,379 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 40,577 $1.66M 0.1% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 40,497 $1.65M 0.07% -2,148 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 40,342 $1.65M <0.01% +146 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 40,192 $1.64M 2.59% -6,044 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 40,035 $1.63M 0.53% -2,719 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 39,990 $1.63M 0.03% -3,498 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 39,948 $1.63M 0.21% -6,367 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 39,855 $1.63M 0.03% +6,717 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,179 $1.6M <0.01% +28,416 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 39,117 $1.6M 0.21% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,992 $1.59M 0.02% -33,870 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 38,311 $1.57M 0.9% new 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 38,427 $1.57M new Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 37,654 $1.54M 0.03% -43,636 13F-HR Timeline Group Oath Planning, LLC More: the full row for Oath Planning, LLC 37,399 $1.53M 1.36% +5,075 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 37,254 $1.52M 0.74% +2,551 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 36,874 $1.51M 0.12% +6,058 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 36,709 $1.5M 0.14% +744 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 36,605 $1.49M <0.01% -10,726 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 36,128 $1.48M 0.16% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,011 $1.47M 0.01% -456 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 35,994 $1.47M 0.19% +1,526 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 35,876 $1.46M 0.03% +14,898 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 35,568 $1.45M 0.03% -14,697 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 34,341 $1.43M 0.24% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 35,083 $1.43M 0.6% +2,133 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 34,741 $1.42M 0.41% +2,644 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 32,897 $1.41M 0.29% +408 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 31,719 $1.4M 0.19% -1,028 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,745 $1.38M 0.02% +3,598 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 33,619 $1.37M 0.28% -3,322 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 33,125 $1.35M 0.64% +1,723 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 33,032 $1.35M 0.95% 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 32,997 $1.35M 1.02% +12,032 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 32,878 $1.34M 0.47% +4,338 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 32,769 $1.34M 0.01% -211 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,633 $1.33M <0.01% +15,721 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 29,963 $1.33M 0.65% +337 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,236 $1.32M <0.01% +9,552 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 32,092 $1.31M 0.52% -527 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 32,072 $1.31M 0.27% -6,016 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 31,845 $1.3M 0.48% +1,206 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 31,307 $1.28M 0.02% +15,954 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 31,300 $1.28M 0.59% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 31,161 $1.27M 0.15% -619 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 31,048 $1.27M <0.01% +6,574 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 31,022 $1.27M 0.08% -525 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 31,003 $1.27M 0.08% +3,052 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 30,790 $1.26M 0.02% -3,448 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 30,551 $1.25M 1.08% +3,456 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 30,527 $1.25M 1.08% +147 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 30,417 $1.24M 0.19% -725 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 30,196 $1.23M 0.02% -1,318 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,887 $1.22M 0.02% +2,364 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 29,865 $1.22M 0.1% +2,004 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 29,769 $1.22M 0.02% +5,045 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29,312 $1.2M 0.09% +2,373 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 29,112 $1.19M 0.56% +2,313 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,277 $1.15M 0.03% -25,749 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 28,119 $1.15M 0.44% +2,195 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 27,886 $1.14M 1.24% -64 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 27,846 $1.14M 0.17% +9,655 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,658 $1.13M 0.02% -119,979 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 27,682 $1.13M 0.09% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,491 $1.12M 0.03% +3,650 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 27,038 $1.1M <0.01% +15,726 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 26,851 $1.1M -79,368 Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 26,540 $1.08M 0.08% -134,030 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 26,275 $1.07M 0.14% -489 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 26,128 $1.07M 0.03% +1,140 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,758 $1.05M 0.01% -33,018 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 25,541 $1.04M 0.76% +632 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 25,495 $1.04M 0.02% -5,121 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 25,362 $1.04M 0.95% +792 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 25,356 $1.04M 0.64% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 25,331 $1.03M <0.01% +306 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,250 $1.03M 0.02% -1,181 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 25,044 $1.02M 0.04% -2,285 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 24,174 $987K 0.02% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 24,461 $985K 0.05% +5,465 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 23,864 $974K 0.64% +753 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 22,762 $973K 0.05% +801 13F-HR/A Timeline Corsicana & Co. More: the full row for Corsicana & Co. 23,190 $971K 0.61% +230 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,245 $949K 0.03% -422 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 23,202 $947K 0.66% +4,727 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,888 $935K 0.08% -777 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,456 $917K <0.01% +726 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 22,315 $911K 0.01% +15,464 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 22,044 $900K -7,587 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,016 $899K <0.01% -22,908 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 21,900 $894K 0.05% -10,870 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 21,838 $892K 0.29% -365 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 21,827 $891K 1.18% +1,945 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 21,500 $878K 0.02% +1,500 13F-HR Timeline Coral Wealth Management, LLC More: the full row for Coral Wealth Management, LLC 21,385 $873K 0.98% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 21,228 $867K 0.6% -6,777 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 21,159 $864K 0.15% +967 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 20,404 $852K 0.75% -2,962 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,714 $846K <0.01% -56,881 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 20,714 $846K 0.11% +123 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,627 $842K 0.08% +7,996 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 18,934 $829K 0.35% -2,983 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 19,727 $805K 0.31% +517 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 19,616 $801K 0.02% +1,871 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,482 $795K 0.02% new 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 19,213 $784K 0.13% +771 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 18,977 $775K 0.13% -59 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 18,795 $767K 0.62% -3,908 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 18,759 $766K <0.01% -1,265 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,745 $765K 0.11% +1,451 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 19,642 $762K 0.48% +9,162 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 18,396 $751K 0.12% +19 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,374 $750K 0.01% -2,037 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,362 $750K 0.01% +4,136 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 18,356 $749K 0.01% +9,775 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,321 $748K <0.01% +5,551 13F-HR Timeline Group United Bank More: the full row for United Bank 18,312 $748K 0.25% -71,641 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 18,288 $747K 0.05% +366 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 18,112 $739K 0.02% +3,772 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 18,052 $737K 0.21% -27,697 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 18,013 $735K 0.07% -200 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,906 $731K 0.04% -402 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 17,844 $726K <0.01% +432 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 17,755 $725K 0.21% +4,320 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 17,630 $720K 0.04% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 17,613 $719K 0.03% +17,165 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 17,364 $709K 0.27% +178 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,320 $707K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,188 $702K <0.01% +2,558 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 17,080 $697K 0.7% +200 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,811 $686K 0.01% +5,615 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 16,395 $669K 0.73% +5,402 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 16,375 $669K <0.01% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 16,326 $667K 0.27% -625 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,257 $664K 0.07% +972 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 16,000 $653K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 15,881 $648K 0.06% -1,204 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,862 $648K 0.2% -2,923 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,843 $647K 0.02% -49 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,841 $647K 0.03% +595 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 15,799 $645K 0.04% -300 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 15,735 $642K 0.07% -1,471 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 15,727 $642K 0.11% -490 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 15,736 $640K <0.01% -21,429 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 15,602 $637K 0.16% -61 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 15,554 $635K 0.18% -750 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 15,493 $633K 0.01% +516 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,456 $631K +2,738 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,423 $630K <0.01% +32 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 15,372 $629K 0.23% +345 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,403 $629K 0.09% -89 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,359 $627K 0.01% +2,294 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 15,196 $620K 0.25% +319 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 15,172 $619K 0.05% -4,351 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,149 $619K 0.02% -69,578 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,002 $613K 0.02% +448 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 14,835 $606K 0.16% +48 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,725 $601K 0.02% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 14,572 $595K 0.32% -1,609 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 14,368 $587K 0.14% +1,000 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,217 $580K 0.01% -4,536 13F-HR/A Timeline Conservest Capital Advisors, Inc. 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