AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 25,000 $1.17M 0.34% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 24,703 $1.16M 0.32% -260 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 24,638 $1.16M <0.01% +940 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,569 $1.15M 0.05% +5,674 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 24,266 $1.14M 0.19% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23,831 $1.12M 0.03% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23,680 $1.11M 0.02% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 23,500 $1.1M <0.01% -11,000 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,070 $1.08M 0.07% +1 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Center for Financial Planning, Inc. 20,378 $956K 0.1% +3 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,359 $955K 0.01% new 13F-HR Timeline Group Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 20,000 $938K 0.45% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 19,840 $931K 0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,234 $902K 0.02% +7,659 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 19,217 $902K 0.11% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,124 $897K 0.1% -506 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 19,009 $892K 0.73% -475 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,862 $885K <0.01% -328 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,683 $877K 0.03% +1 13F-HR Timeline Almanack Investment Partners, LLC. 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Empirical Wealth Management 16,274 $764K 0.01% -470 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,762 $740K 0.03% -426 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,757 $739K <0.01% +581 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,595 $736K 0.08% -815 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 15,618 $733K 0.63% +64 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,526 $728K 0.02% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,473 $726K 0.01% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 15,248 $715K 0.13% -872 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 15,199 $713K 0.06% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 14,234 $706K 0.09% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,000 $704K 0.08% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,915 $700K 0.18% +45 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,913 $700K 0.01% +3,661 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,892 $699K 0.29% +1,729 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,440 $678K 0.01% +1,525 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 14,414 $676K 0.1% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14,356 $674K 0.16% -866 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,260 $669K 0.14% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 14,206 $667K 0.04% -361 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,995 $657K <0.01% -2,545 13F-HR Timeline Group Solitude Financial Services More: the full row for Solitude Financial Services 13,805 $648K 0.21% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,587 $638K 0.03% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 13,530 $635K 0.27% -1,946 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Koshinski Asset Management, Inc. 10,301 $483K 0.03% +956 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,209 $479K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,161 $477K 0.01% +3,020 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,095 $474K 0.07% +38 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 10,036 $471K 0.26% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 10,016 $470K 0.13% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9,931 $466K 0.29% -280 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,860 $463K <0.01% +383 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,834 $461K 0.02% +36 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,776 $459K 0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,628 $452K <0.01% -43 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 9,550 $448K 0.44% 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,536 $447K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,499 $446K 0.01% +9 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,360 $439K <0.01% +512 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,308 $437K 0.03% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,294 $436K 0.02% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,250 $434K 0.02% -512 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 9,224 $433K 0.18% +37 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,168 $430K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,123 $428K <0.01% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 9,115 $428K 0.03% -100 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,998 $422K 0.02% +1,500 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8,898 $417K 0.06% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 8,883 $417K 0.06% -132 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,800 $413K 0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 8,791 $412K 0.1% +8 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,658 $406K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,649 $406K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,565 $402K 0.01% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 8,500 $399K 0.14% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,436 $396K 0.13% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,400 $394K 0.05% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,391 $394K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,210 $385K 0.05% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,100 $380K 0.36% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,055 $378K <0.01% +32 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,995 $375K 0.11% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,002 $375K 0.02% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 7,843 $368K 0.25% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 7,815 $367K 0.03% -65 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,810 $366K <0.01% +2,653 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,740 $363K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,721 $362K 0.01% +746 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,634 $358K 0.06% +30 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,575 $355K <0.01% +570 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,541 $354K <0.01% +573 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,500 $352K 0.04% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,418 $348K 0.04% -706 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,350 $345K 0.1% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,330 $344K 0.02% new 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,328 $344K 0.22% +484 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,294 $343K 0.05% +4 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,155 $336K 0.02% +540 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,988 $328K 0.03% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,984 $328K 0.07% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,962 $327K 0.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,515 $325K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,889 $323K 0.01% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,880 $323K 0.06% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 6,855 $322K 0.05% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,792 $319K 0.01% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 6,755 $317K 0.19% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,718 $315K 0.02% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,687 $314K 0.01% -743 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,595 $309K 0.01% -855 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,531 $306K 0.01% +1,650 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,515 $306K <0.01% -133 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,482 $304K 0.18% -427 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,400 $300K 0.05% 0 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 6,360 $298K 0.12% -100 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,316 $296K 0.01% 0 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 6,273 $294K 0.08% -1,872 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,212 $291K 0.07% +7 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,208 $291K <0.01% -1,091 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,800 $290K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,116 $287K 0.02% +16 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,108 $287K 0.01% -400 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,035 $283K 0.06% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,000 $282K 0.03% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,000 $282K 0.03% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,940 $279K 0.19% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,900 $277K 0.08% +915 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,823 $273K <0.01% +190 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,811 $273K 0.15% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,723 $269K <0.01% +5,691 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,650 $265K 0.02% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,647 $265K 0.09% -1,204 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,630 $264K <0.01% +670 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5,600 $263K 0.1% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,598 $263K 0.02% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,593 $262K 0.05% +55 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,593 $262K <0.01% 0 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,529 $259K 0.15% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 5,513 $259K 0.08% +22 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 5,500 $258K 0.02% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,293 $256K 0.01% -341 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,390 $253K <0.01% +442 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,335 $250K 0.07% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,310 $249K 0.14% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,280 $248K 0.27% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,256 $247K 0.11% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,217 $245K 0.06% new 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,205 $244K 0.14% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 5,180 $243K 0.03% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,178 $243K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,080 $238K 0.08% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,057 $237K 0.01% +14 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,045 $237K <0.01% 0 13F-HR/A Timeline Group