First Pacific Financial More: the full row for First Pacific Financial 21,473 $3.13M 0.4% +97 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 21,394 $3.12M 0.99% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 21,206 $3.09M 0.12% +3,550 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,148 $3.08M 0.06% -327 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 21,128 $3.08M 1.37% +2,360 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 20,735 $3.02M 0.19% -102 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,644 $3.01M 0.04% +2,874 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,243 $2.95M 0.89% -422 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 19,731 $2.88M 0.21% +8,957 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,570 $2.87M <0.01% -25,446 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,130 $2.79M 0.01% -7 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,878 $2.77M 0.03% +3,506 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,934 $2.76M 0.06% new 13F-HR/A Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 18,731 $2.73M 2.08% -1,107 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,668 $2.72M 0.14% -41 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 18,551 $2.7M 0.66% -1,594 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,535 $2.7M 0.16% -1,678 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 19,130 $2.7M <0.01% +5,140 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 18,489 $2.69M 0.26% +596 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,231 $2.66M 0.07% +20 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 18,143 $2.64M new Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,940 $2.61M <0.01% +5,768 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,908 $2.61M 0.01% +50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17,617 $2.61M 0.03% -1,359 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 17,580 $2.6M 0.05% -105 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,844 $2.6M 0.05% -27 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17,742 $2.59M 0.02% -1,399 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,636 $2.57M 0.06% +11,604 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,604 $2.57M 0.06% -93 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,385 $2.53M 0.01% +3,425 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,223 $2.51M 0.08% +312 13F-HR/A Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 17,142 $2.5M 0.46% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,081 $2.49M 0.08% +15,046 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,891 $2.46M 0.13% -1,523 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,878 $2.46M 0.35% -2,100 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 16,825 $2.45M 0.51% -131 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,691 $2.43M 0.33% +1,059 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,638 $2.42M 0.03% +15,073 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,217 $2.36M 0.03% +47 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,977 $2.33M <0.01% -4,288 13F-HR Timeline Group MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 15,746 $2.29M 2.03% +32 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 15,536 $2.26M 1.08% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,527 $2.26M <0.01% -3 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 15,362 $2.24M 1.11% +1,035 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,146 $2.21M 0.02% -7,886 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,995 $2.19M 0.32% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,659 $2.14M 0.04% -7,211 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,613 $2.13M 0.04% +939 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,467 $2.11M 0.01% +491 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 13,534 $2.11M 0.29% -119 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,376 $2.1M 0.03% -2,881 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,341 $2.09M 0.1% -160 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,198 $2.07M 0.07% +3,799 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 14,178 $2.07M 0.35% -712 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,996 $2.04M -5,793 Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 13,972 $2.04M 0.76% +1,524 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 13,931 $2.03M 0.82% +231 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,781 $2.01M 0.14% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,693 $2M 0.1% +8,020 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 13,596 $1.98M 0.66% -99 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 13,427 $1.96M 0.4% -832 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,345 $1.94M 0.01% +2,784 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,145 $1.92M <0.01% +1,174 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,990 $1.89M 0.03% +890 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,853 $1.88M 0.02% -1,521 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,801 $1.87M 0.04% +4,242 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 12,600 $1.84M <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,482 $1.82M 0.01% -5,367 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 12,123 $1.77M 0.37% +854 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 12,112 $1.77M 0.65% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,104 $1.76M 0.08% +89 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,093 $1.76M 0.09% -184 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,018 $1.75M 0.21% -338 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 11,868 $1.73M 0.7% -607 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,760 $1.71M 0.02% -7,475 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,747 $1.71M 0.01% -274 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,734 $1.71M <0.01% new 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 11,690 $1.7M 1.45% +433 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,837 $1.7M 0.05% -650 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 11,579 $1.69M 1.27% -41 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 11,562 $1.69M 0.27% -1,322 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,471 $1.67M 0.09% +19 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,448 $1.67M 0.04% -312 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,352 $1.65M 0.02% -91 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 11,281 $1.64M 0.9% +258 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,211 $1.63M 0.2% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,990 $1.6M 0.03% +6,590 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,982 $1.6M 0.14% +2,384 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 10,950 $1.6M 0.61% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,938 $1.59M 0.03% +612 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 10,877 $1.59M 0.77% -262 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,811 $1.58M <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,738 $1.56M 0.07% -268 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 10,540 $1.54M 0.04% -1,321 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,444 $1.52M 0.06% +3,152 13F-HR Timeline Group Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 10,434 $1.52M 1.04% -50 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,420 $1.52M 0.01% -3,955 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,358 $1.51M 0.21% -713 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 10,219 $1.49M 0.65% +204 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,170 $1.48M 0.17% -144 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,053 $1.46M <0.01% -7,680 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 10,041 $1.46M 0.93% -692 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,937 $1.45M 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,891 $1.44M 0.02% +615 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,718 $1.42M 0.02% -20 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 9,718 $1.42M 0.97% +187 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 9,701 $1.41M 0.74% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 9,650 $1.41M 1.13% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9,641 $1.41M 0.14% +827 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 9,616 $1.4M 0.56% -125 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,559 $1.39M 0.13% +40 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,539 $1.39M 0.05% -791 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,508 $1.39M <0.01% 0 13F-HR Timeline Group LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 9,312 $1.36M 1.07% +446 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,177 $1.34M 0.05% +174 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 9,112 $1.33M 1.32% +1 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 9,051 $1.32M 0.49% -225 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,033 $1.32M 0.02% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 8,976 $1.31M 1.19% +73 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,905 $1.3M 0.04% -1,741 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,886 $1.3M 0.12% -395 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,851 $1.29M 0.02% -443 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 8,741 $1.27M 1.23% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,123 $1.26M 0.42% +245 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,643 $1.26M <0.01% -191 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,611 $1.25M 0.01% +2,895 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,547 $1.25M 0.1% -108 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,546 $1.25M <0.01% +332 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,522 $1.24M 0.01% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,466 $1.23M 0.1% +1 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 8,289 $1.22M 1.06% -223 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 8,318 $1.21M 0.07% -254 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,280 $1.21M 0.04% +1,567 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,280 $1.21M 0.16% +1,567 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,165 $1.19M 0.01% -219 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 8,156 $1.19M 0.5% -411 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,999 $1.17M 0.31% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,966 $1.16M 0.03% -20 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,941 $1.16M 0.01% +5,190 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,933 $1.16M 0.07% +25 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,922 $1.15M 0.01% +164 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,920 $1.15M 0.27% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,913 $1.15M 0.85% +1,139 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,897 $1.15M 0.12% +491 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,755 $1.13M 0.02% -25 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 7,740 $1.13M 0.85% -329 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,736 $1.13M 0.09% +837 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 7,582 $1.11M 0.17% -435 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 7,574 $1.1M 0.53% +6 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,562 $1.1M 0.01% +310 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,553 $1.1M 0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 7,548 $1.1M 0.01% -9,769 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,525 $1.1M 0.16% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 7,424 $1.08M 0.27% -1,125 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,411 $1.08M 0.04% +1,034 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,403 $1.08M 0.02% -244 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,377 $1.08M 0.05% -63 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,372 $1.07M 0.94% +94 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 7,299 $1.06M 0.5% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,253 $1.06M 0.07% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,166 $1.04M 0.38% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,124 $1.04M 0.02% -721 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,062 $1.03M 0.08% -528 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 7,036 $1.03M 0.33% -2,110 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,955 $1.01M 0.08% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,926 $1.01M 0.02% -1,465 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 6,926 $1.01M 0.3% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,902 $1.01M 0.03% -500 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,885 $1M 0.03% +34 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,879 $1M 0.02% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,852 $999K 0.34% +175 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,835 $996K 0.07% +1,128 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,764 $986K 0.04% -139 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,700 $976K 0.01% -202 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,648 $969K <0.01% -82 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,591 $961K -45 Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,150 $957K 0.18% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,538 $953K 0.02% -2 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,518 $950K 0.22% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 6,498 $947K 0.7% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,489 $946K 0.01% +43 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,470 $943K 0.04% +3,414 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,967 $943K 0.36% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,908 $941K 0.84% +99 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,418 $935K 0.04% +1 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,391 $931K 0.28% -1,003 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,324 $922K 0.32% -1,309 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 6,314 $920K 0.43% -548 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,272 $914K 0.07% -526 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RENASANT BANK More: the full row for RENASANT BANK 6,197 $903K 0.64% -2,506 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,168 $899K 0.18% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 6,105 $890K 0.18% +19 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 6,102 $889K 0.23% -11 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,094 $888K 0.04% -77 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,067 $884K 0.01% -603 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,001 $875K 0.02% +31 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,952 $867K 0.11% -2 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,947 $867K 0.01% -153 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,932 $865K 0.07% -2,035 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,892 $859K 0.02% -113 13F-HR Timeline