Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 53,907 $749K 0.07% -959 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 53,694 $746K 0.14% -896 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 53,542 $744K 0.19% +2,024 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 53,404 $742K 0.11% +53 13F-HR Timeline ANB BANK More: the full row for ANB BANK 53,401 $742K 0.28% -2,951 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 53,217 $740K 0.01% +2,015 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 52,869 $735K 0.16% +34,449 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 52,837 $734K 0.03% -2,468 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 52,722 $733K 0.06% -8,724 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 52,484 $730K 0.1% -30,316 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 52,123 $725K 0.02% +1,748 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 52,046 $723K 0.17% +37 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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ALLISON & CO., INC. 44,990 $625K 0.36% -220 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for Institute for Wealth Management, LLC. 43,521 $605K 0.05% -64 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 43,419 $604K 0.01% -269 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 43,194 $600K 0.01% +1,931 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 43,143 $600K 0.03% -8,561 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 42,982 $597K 0.02% -204 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 42,926 $597K 0.01% -52,854 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 49,727 $596K 0.01% -18,775 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 42,839 $595K 0.39% -15,561 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 42,630 $593K 0.34% -7,415 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 42,281 $587K 0.03% -2,326 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 42,218 $587K 0.16% +27,512 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 41,806 $581K 0.03% -488 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 41,805 $581K 0.02% +5,900 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 41,791 $581K 0.02% +1,246 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 41,541 $577K 0.03% +1,545 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 41,428 $576K 0.09% +2 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 41,147 $572K 0.19% -4,178 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 41,038 $570K 0.01% +17,112 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 40,995 $570K 0.01% -3,536 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 40,988 $570K 0.13% -35 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 41,234 $569K 0.26% +5,151 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 40,955 $569K 0.16% +837 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 40,879 $568K 0.01% +182 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 40,845 $568K 0.16% -46,596 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 40,643 $565K 0.04% -299 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 40,593 $564K 0.09% -109,107 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 40,588 $564K 0.01% -8,639 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,966 $560K 0.02% +1,866 13F-HR Timeline Stockman Wealth Management, Inc. 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More: the full row for Bernicke Wealth Management, Ltd. 39,789 $553K 0.06% +792 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 38,992 $552K 0.34% -81 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 39,650 $551K 0.09% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 39,313 $546K 0.02% +3 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 39,291 $546K 0.03% -3,706 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 39,160 $544K 0.02% +552 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 38,959 $542K 0.09% +69 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 38,700 $538K 0.04% new 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 37,957 $528K 0.12% +12,348 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 37,909 $527K 0.04% +512 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 37,571 $522K 0.01% +20,827 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 36,871 $521K 0.01% +3,058 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 37,373 $519K 0.17% +6,738 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 37,350 $519K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 37,293 $518K 0.03% -2,694 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 37,219 $517K 0.32% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 37,052 $515K 0.01% +19,199 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 37,013 $515K 0.07% -821 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 36,871 $513K 0.13% +2,157 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 36,775 $511K 0.16% +1,353 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 36,677 $510K 0.06% -562 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 36,310 $505K 0.08% -99,478 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 36,093 $502K 0.2% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 36,045 $501K 0.02% +2,269 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 36,041 $501K 0.02% +2,015 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 36,000 $500K 0.03% -63,486 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 35,966 $500K 0.01% +8,115 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 35,714 $496K 0.19% +264 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 35,339 $495K 0.03% +246 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 35,630 $495K 0.06% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 35,503 $493K 0.02% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 35,432 $493K 0.03% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 35,403 $492K 0.05% -2,984 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 35,307 $491K 0.06% -1,982 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 35,053 $487K 0.26% -845 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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More: the full row for SBI Securities Co., Ltd. 34,496 $479K 0.01% -1,733 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 34,442 $479K 0.04% +420 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 34,438 $479K 0.25% +120 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 34,111 $474K 0.03% -850 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 33,877 $471K 0.01% +2,728 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 33,874 $471K 0.17% +5,775 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,856 $471K <0.01% -1,840 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 33,646 $468K 0.02% -666 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 33,797 $467K 0.31% +900 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 33,397 $464K 0.11% +5 13F-HR Timeline Busey Bank More: the full row for Busey Bank 33,346 $464K 0.01% -14 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 33,174 $461K 0.14% +4,354 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 33,084 $460K 0.41% -4,719 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 33,041 $459K 0.01% -22,634 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 33,007 $459K 0.24% +64 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 33,005 $459K 0.01% -36,307 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 32,852 $457K 0.04% -150 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 32,773 $456K 0.03% +6,234 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 32,755 $455K -1,527 Timeline City State Bank More: the full row for City State Bank 32,754 $455K 0.1% +30 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 32,728 $455K 0.01% -3,147 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 32,611 $453K 0.19% +9,790 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 32,595 $453K 0.05% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 32,427 $451K 0.05% +16,687 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 32,385 $450K 0.04% 0 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 32,225 $448K 0.22% -3,974 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 32,207 $448K 0.14% -1,198 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 32,160 $447K 0.04% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 32,087 $446K 0.04% +859 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 32,071 $446K <0.01% +6,746 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 32,059 $446K 0.04% -402 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 31,861 $443K 0.01% +2,873 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 31,665 $440K 0.28% +794 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 31,278 $435K 1.7% new 13F-HR/A Timeline TRUST POINT INC. 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