WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 16,760 $1.08M <0.01% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 16,750 $1.08M 0.39% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,710 $1.08M 0.06% +3,985 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,693 $1.08M 0.01% +3,423 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 16,689 $1.08M 0.2% -20,634 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,651 $1.07M 0.06% +958 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,650 $1.07M 0.45% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16,597 $1.07M 0.11% +4,230 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 16,500 $1.06M 0.2% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 16,450 $1.06M 0.53% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 16,296 $1.06M 0.28% -3,145 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,402 $1.06M 0.05% -7,631 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 16,372 $1.05M 0.39% +3,029 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 16,334 $1.05M 0.04% +8,334 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 16,208 $1.04M 0.21% -1 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 16,186 $1.04M <0.01% -61,616 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 16,147 $1.04M 0.63% +1,174 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 16,082 $1.04M 0.83% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,977 $1.03M 0.14% +977 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,977 $1.03M 0.11% -14,143 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 15,962 $1.03M 0.07% -14,010 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,945 $1.03M 0.13% -1,055 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,900 $1.02M 0.32% -1,700 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,845 $1.02M 0.01% +3,128 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 15,800 $1.02M 0.1% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,793 $1.02M 0.06% +4,331 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,791 $1.02M +15,721 Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 15,738 $1.01M 0.02% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,631 $1.01M 0.05% +9,692 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,623 $1.01M 0.18% -1,466 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 15,552 $1M 0.04% +936 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,523 $1000K 0.02% -37 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 15,505 $999K 0.07% +860 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 15,447 $995K 0.6% 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 15,422 $993K 0.39% +7,497 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,382 $991K 0.01% +2,211 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 15,351 $989K 1.27% 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,342 $988K 0.03% +1,699 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 15,317 $987K 0.03% +619 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 15,259 $983K 0.59% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,117 $974K 0.08% +7,427 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 15,000 $966K 0.12% -15,000 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,964 $964K 0.24% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 14,933 $962K 0.23% +1,121 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,927 $962K 0.02% +1,078 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,904 $960K 0.02% -4,045 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,780 $952K 0.02% +1,801 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,772 $952K 0.01% +1,429 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 14,772 $952K 0.1% -45,653 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 14,761 $951K 0.53% new 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 14,715 $948K 0.6% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,659 $944K 0.15% +9,517 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,646 $943K 0.26% +919 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,521 $935K 0.07% +8,650 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 14,505 $934K 0.1% -165 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14,455 $931K 0.04% +2,755 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 14,405 $928K 0.06% -3,246 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,395 $927K 0.15% +6,061 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 14,363 $925K 0.4% -5,678 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 14,263 $919K 2.84% -6,039 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,927 $900K 0.14% -3,970 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 13,925 $897K 0.07% +713 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,919 $897K 0.02% +56 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,880 $894K 0.03% +2,672 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 11,571 $894K 0.06% +2,010 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 13,841 $892K 0.64% +1,238 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 13,694 $882K 0.26% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,670 $881K 0.26% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,642 $879K 0.13% +798 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,515 $871K <0.01% +15 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 13,489 $869K 0.1% -381 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,467 $868K 0.37% +20 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 13,434 $865K 0.04% +320 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 13,263 $854K 0.57% +553 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 13,259 $854K 0.14% new 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 13,229 $852K 0.24% +7,671 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 13,125 $846K 0.01% -104,112 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,121 $845K 0.5% -347 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 13,065 $842K 0.29% -21,910 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 13,040 $840K 0.59% +40 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 13,034 $840K 0.25% +3,315 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,018 $839K 0.02% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,013 $838K 0.27% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 12,965 $835K 0.47% +315 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,955 $835K 0.33% -295 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,930 $833K 0.46% -864 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,838 $827K 0.07% +1,741 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 12,766 $822K 0.22% +6,274 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 12,671 $816K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,585 $811K 0.02% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 12,525 $807K 0.17% -165 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 12,500 $805K 1.77% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 12,500 $805K 0.57% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,482 $804K 0.02% +451 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,421 $800K 0.02% +152 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 12,401 $799K 0.5% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 12,286 $791K 0.08% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 12,230 $788K 0.07% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,155 $783K 0.02% +538 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,149 $783K 0.05% -1,675 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 12,100 $779K 0.2% -1,200 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 12,097 $779K 0.02% +17 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 12,086 $779K 0.22% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 12,080 $778K 0.05% +9,830 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 12,000 $773K 0.06% 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 12,000 $773K 0.09% 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 11,846 $763K 0.24% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,824 $762K 0.07% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,741 $761K 0.03% +887 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,508 $761K 0.15% +5,924 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,764 $758K 0.19% -796 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 10,975 $757K 0.72% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,690 $753K 0.49% +500 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 11,638 $750K 0.14% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,634 $749K 0.11% -3,550 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,604 $748K 0.15% +56 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 11,580 $746K 0.17% +975 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 11,382 $733K 0.82% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 11,377 $733K 0.15% +2,765 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 11,331 $730K 0.13% +1,791 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 11,206 $722K 0.23% 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 11,163 $719K 0.17% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,153 $718K 0.18% -5,980 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 11,105 $715K 0.08% new 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 11,001 $709K 0.34% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,985 $708K 0.04% +1,143 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,946 $705K 0.07% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,934 $704K 0.04% -7,558 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,924 $704K 0.1% +121 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,904 $702K 0.14% +4,787 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,889 $701K 0.16% +3,152 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,842 $698K 0.08% -6,802 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,824 $697K 0.03% +1,296 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,737 $692K 0.06% +132 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,720 $691K 0.35% +1,386 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,688 $689K 0.08% -18,500 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,664 $687K 0.03% -1,980 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 10,656 $686K 0.09% -524 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,605 $683K 0.2% +3,716 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,600 $683K 0.04% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 11,031 $682K 0.59% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,589 $682K 0.01% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 10,584 $682K 0.35% -6,715 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 10,575 $681K <0.01% new 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 10,544 $679K 0.02% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 10,491 $676K 0.45% -34,880 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,467 $674K <0.01% +2,380 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10,443 $673K 0.13% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,431 $672K 0.07% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 10,329 $665K 0.02% new 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 10,302 $664K 0.16% +1,494 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 10,298 $663K 0.13% +1,915 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,291 $663K 0.25% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,288 $663K 0.34% +2,571 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,237 $659K 0.29% -250 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,209 $658K 0.07% -2,480 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 10,200 $657K 0.07% -136,431 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10,112 $651K 0.36% +150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,103 $651K 0.01% +4,892 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 10,095 $650K 0.37% -144 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,093 $650K 0.01% -5,135 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,078 $649K 0.05% -460 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,066 $648K 0.19% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,004 $644K 0.41% +1,000 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,000 $644K 0.1% +3,800 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,987 $643K 0.3% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,975 $643K 0.06% +4,001 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 9,950 $641K 0.33% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,680 $640K 0.03% +347 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 9,913 $639K 0.15% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 9,905 $638K 0.53% -1,214 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 9,900 $638K 0.22% -37,700 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,899 $638K 0.23% +235 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,072 $637K 0.01% -2,605 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 9,867 $636K 0.66% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,771 $629K 0.18% -85 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,770 $629K <0.01% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,757 $629K 0.19% -408 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 9,741 $628K 0.11% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 9,725 $626K <0.01% +3,785 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,671 $623K 0.15% +942 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,689 $621K 0.02% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,627 $620K 0.04% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 9,618 $620K 0.26% +525 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,616 $619K 0.01% +5,892 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,594 $618K 0.01% -1,600 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,579 $617K 0.01% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,566 $616K 0.06% -1,078 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,521 $613K 0.01% +2,510 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 9,513 $613K 0.14% +2,475 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 9,500 $612K 0.24% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,500 $612K 0.05% +4,000 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,472 $610K 0.01% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 9,470 $610K 0.04% -35,924 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,466 $610K 0.12% -1,685 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,009 $609K 0.3% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,443 $608K 0.03% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,412 $606K 0.1% +4,462 13F-HR Timeline American Trust More: the full row for American Trust 9,358 $603K 0.05% -2 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,355 $603K 0.05% -25 13F-HR Timeline