FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,453 $409K 0.03% +267 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,408 $407K <0.01% +1,300 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,372 $406K <0.01% -1,120 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,360 $406K 0.23% -855 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 12,345 $405K 0.32% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,344 $405K 0.01% +205 13F-HR Timeline First Business Financial Services, Inc. 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Safra Sarasin Holding AG 11,194 $367K 0.01% 0 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,190 $367K 0.24% -5,000 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 11,163 $366K 0.09% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 11,151 $366K 0.08% -278 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 11,104 $364K 0.14% +23 13F-HR Timeline Alternative Investment Advisors, LLC. 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More: the full row for SS&H Financial Advisors, Inc. 10,066 $330K 0.11% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 10,004 $328K 0.15% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,000 $328K 0.04% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,981 $327K 0.01% +55 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 9,975 $327K 0.06% +1,300 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,578 $327K 0.02% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,987 $327K 0.19% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,955 $327K <0.01% +1,007 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,907 $325K 0.01% +600 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,911 $325K 0.02% -399 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 9,905 $325K 0.08% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 9,877 $324K 0.11% +3,254 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,664 $317K 0.12% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,627 $316K 0.02% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,578 $314K 0.03% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,552 $313K 0.05% 0 13F-HR/A Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,544 $313K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,500 $312K 0.05% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 9,500 $312K 0.15% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,443 $309K 0.01% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,433 $309K 0.01% -1,377 13F-HR Timeline American Trust More: the full row for American Trust 9,366 $307K 0.03% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,352 $307K 0.11% -3,137 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 9,344 $307K 0.09% +883 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,329 $306K 0.22% +825 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,329 $306K 0.05% +95 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,286 $305K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,258 $304K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,247 $303K 0.24% -8,563 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 9,244 $303K 0.05% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,211 $302K 0.02% -6,759 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,200 $302K 0.14% 0 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 9,147 $300K 0.59% -93 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,138 $300K 0.01% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 9,040 $297K 0.16% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 9,022 $296K 0.05% -454 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,006 $295K 0.03% +480 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 9,000 $295K 0.09% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,993 $295K 0.13% -388 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,945 $293K 0.01% +2,000 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,703 $291K 0.01% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,832 $290K 0.04% -28,415 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,783 $288K 0.11% -169 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,753 $287K 0.01% +1,144 13F-HR/A Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,519 $286K 0.02% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,675 $285K <0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,648 $284K 0.09% +1,117 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,620 $283K 0.07% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,612 $283K 0.07% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,500 $279K 0.19% 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,498 $279K 0.06% -9,983 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 8,440 $277K 0.25% +225 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 8,406 $276K 0.02% -12,401 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,337 $274K <0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,300 $272K 0.06% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 8,254 $271K 0.12% 0 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 8,248 $271K 0.08% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,246 $271K 0.04% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,204 $269K 0.04% +411 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,182 $268K 0.13% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,154 $268K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,154 $267K 0.02% +650 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,137 $267K 0.07% -1,559 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,136 $267K 0.02% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,121 $266K 0.03% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 8,086 $265K 0.33% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,058 $264K 0.01% +1,537 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,056 $264K 0.13% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,010 $263K 0.06% +832 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 8,000 $262K 0.18% +4,000 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 8,000 $262K 0.09% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,981 $262K 0.01% -773 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,965 $261K 0.08% +417 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 7,939 $260K 0.1% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,889 $259K 0.01% +375 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,872 $258K 0.27% +200 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,870 $258K 0.19% -1,750 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 7,795 $256K 0.02% 0 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 7,774 $255K 0.04% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,767 $255K 0.03% +20 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 7,737 $254K 0.17% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,722 $253K 0.08% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,704 $253K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7,581 $249K 0.13% new 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,261 $249K 0.11% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,564 $248K 0.03% -2,095 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,537 $247K 0.03% new 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 7,530 $247K 0.03% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,525 $247K 0.02% -1,650 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,522 $247K 0.08% +869 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,948 $246K 0.05% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 7,506 $246K 0.06% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,501 $246K 0.09% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,500 $246K 0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,486 $246K 0.03% -1,230 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 7,440 $244K 0.04% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 7,436 $244K 0.06% -298 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,435 $244K 0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,403 $243K 0.05% +100 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,954 $243K 0.06% -61 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,373 $242K 0.03% -507 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,335 $241K 0.02% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,311 $240K 0.11% -178 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,253 $238K 0.01% -2,263 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,240 $238K 0.02% +436 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 7,126 $237K <0.01% new 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,237 $237K 0.09% -14,573 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,210 $237K 0.01% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,176 $235K 0.14% -1,251 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,164 $235K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,137 $234K 0.01% -16,300 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,100 $233K 0.26% -25 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,093 $233K 0.01% +50 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,088 $233K 0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,042 $231K 0.04% +34 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,035 $231K 0.04% -12 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,035 $231K 0.14% +100 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,025 $230K 0.15% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,011 $230K <0.01% -67,013 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 7,000 $230K 0.03% 0 13F-HR/A Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 6,998 $230K 0.07% +500 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,976 $229K 0.04% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,967 $229K 0.14% +115 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,948 $228K 0.04% +150 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 6,946 $228K 0.08% +153 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 6,928 $227K 0.05% -550 13F-HR/A Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,883 $226K 0.04% +234 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,877 $226K 0.1% +100 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,874 $226K 0.08% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,862 $225K 0.02% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,860 $225K 0.14% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,850 $225K 0.08% 0 13F-HR Timeline