EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 103,318 $3.47M 0.02% +2,747 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 102,715 $3.45M +75,983 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 102,090 $3.42M 0.28% -2,348 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 98,925 $3.32M 0.07% -9,605 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 98,826 $3.31M 1.26% +1,119 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 98,797 $3.31M 0.05% +1,667 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 97,780 $3.28M 0.05% -169,657 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 95,247 $3.19M -3,090 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 95,086 $3.19M 0.28% +2,305 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 93,520 $3.14M 0.07% +27,541 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 91,565 $3.07M 2.82% -6,198 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 91,051 $3.05M 0.18% +61 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,888 $3.05M 0.01% +8,121 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 90,681 $3.04M 0.02% -1,035 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 89,839 $3.01M 0.07% +209 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 87,839 $2.95M 0.89% +10,802 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 87,379 $2.93M 0.39% +3,769 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 81,857 $2.75M 0.94% +6,254 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 81,574 $2.74M 0.04% +25,423 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 81,482 $2.73M 1.87% +240 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 81,137 $2.72M 1.81% -2,341 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 79,555 $2.67M 0.61% +7,859 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 79,360 $2.66M 0.96% +13,760 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 78,564 $2.64M 2.09% +628 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 77,565 $2.6M 0.2% +23,950 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 77,261 $2.59M 0.05% +51,216 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 76,923 $2.58M 0.12% +9,003 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 75,869 $2.54M 1.37% +3,494 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 74,093 $2.49M 0.57% +1,923 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 73,507 $2.47M 0.11% -39,174 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 70,574 $2.37M new Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 67,560 $2.27M 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 65,831 $2.21M 0.28% +1,207 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 65,466 $2.2M 2.04% -1,615 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64,506 $2.16M 0.24% +520 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 64,152 $2.15M <0.01% -17,231 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 62,091 $2.08M 0.04% +19,205 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 60,515 $2.03M 0.09% +4,875 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 59,699 $2M 0.03% -3,472 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 59,312 $1.99M 1.54% +13,147 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 59,208 $1.99M <0.01% -312,408 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 58,908 $1.98M 0.03% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 57,506 $1.93M 1.12% +5,736 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 57,000 $1.91M 0.49% +636 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 56,505 $1.9M 1.79% +26,902 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,817 $1.87M 0.02% -633 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 55,044 $1.85M 0.12% +1,300 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 52,366 $1.77M 0.03% 0 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 52,717 $1.77M 0.96% +14,721 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 52,431 $1.76M 0.59% -2,515 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 51,947 $1.74M 0.02% -2,888 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 51,715 $1.73M 0.33% +435 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 51,688 $1.73M 1.24% +9,525 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 51,494 $1.73M 0.01% +22,756 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 51,066 $1.71M 0.85% +252 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,239 $1.69M 0.04% +3,034 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 50,203 $1.68M 0.02% +23,162 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 49,773 $1.67M 0.16% -985 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 49,502 $1.66M 0.04% +7,795 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 49,476 $1.66M 0.43% +1,407 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 47,800 $1.6M 0.12% +9,007 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 47,450 $1.59M 0.4% -5,482 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 46,361 $1.55M 0.21% -3,453 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 46,161 $1.55M 0.24% -15,476 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 44,686 $1.5M 0.11% -8,239 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 43,261 $1.45M 0.02% -10,217 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 43,085 $1.45M 0.62% +2,437 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 41,796 $1.4M 0.31% -200 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 40,579 $1.36M 0.08% +6,179 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 38,874 $1.3M 0.16% +2,020 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,807 $1.3M 0.02% +32,451 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,570 $1.29M 0.01% +12,234 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 37,649 $1.26M 0.07% +1,668 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 37,520 $1.26M 0.07% +938 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,429 $1.26M 0.06% +7,088 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 37,373 $1.25M 0.05% -14,197 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 37,275 $1.25M 0.02% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 37,054 $1.24M 0.14% +16,824 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 36,547 $1.24M 0.22% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 36,557 $1.23M 0.04% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,058 $1.14M 0.04% -10,197 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 33,609 $1.13M 0.39% +1,500 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 32,287 $1.08M 0.17% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 31,863 $1.07M 0.49% -302 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 31,219 $1.05M 0.21% +2,846 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 30,909 $1.04M <0.01% +1,851 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 29,993 $1.01M 0.58% +463 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 29,670 $995K 0.03% -11,452 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 29,559 $991K 0.46% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 29,182 $978K 0.01% +1,226 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,948 $971K 0.02% -1,927 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 28,563 $958K 0.01% +1,260 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 28,460 $955K 0.52% +1,149 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 28,210 $946K 0.41% +2,607 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 28,093 $942K 0.84% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 27,773 $932K 0.16% +2,868 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 27,515 $923K 0.5% +783 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 27,174 $911K 0.02% -760 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,808 $899K <0.01% +3,990 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,441 $887K 0.07% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 26,373 $885K 0.22% +4,540 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 26,006 $872K 0.08% -1,678 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 25,716 $863K 0.97% +1,132 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 25,001 $839K 0.06% -8,860 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,755 $830K <0.01% +1,595 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 24,696 $828K 0.81% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,544 $823K 0.01% -400 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 24,402 $818K 0.13% +2,295 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 24,157 $810K <0.01% +5,902 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 23,592 $791K 0.06% -26,428 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 22,401 $751K 0.42% +7,361 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 22,395 $751K 0.22% +550 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,199 $745K -1,047 Timeline MidFirst Bank More: the full row for MidFirst Bank 22,102 $741K 0.06% +130 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,018 $738K 0.01% +10,753 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,943 $736K 0.01% +3,003 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 21,846 $733K 0.02% +1,508 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,839 $732K 0.01% new 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 21,641 $726K 0.03% -1,043 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,230 $712K 0.02% +2,622 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 21,205 $711K 0.06% +2,980 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 20,863 $700K 0.06% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,735 $695K 0.04% +8,734 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 20,470 $687K 0.2% +8,547 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 20,331 $682K 0.28% +681 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,071 $673K 0.02% +3,555 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 19,810 $664K 0.03% -1,903 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 19,554 $656K 0.15% -2,803 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19,277 $645K 0.01% -2,871 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19,145 $642K 0.14% -27,877 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 19,088 $642K 0.28% -433 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 19,032 $638K 0.09% -683 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,990 $637K <0.01% -404 13F-HR Timeline Group 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 18,574 $623K 0.08% -2,048 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 18,510 $621K 0.22% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 18,159 $609K 0.5% +2,211 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,030 $605K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,756 $596K <0.01% -14,233 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 17,426 $584K 0.2% -3,430 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 17,287 $580K 0.16% -731 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 16,836 $565K 2.04% -776 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,776 $563K 0.04% -325 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,742 $562K 0.06% +104 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 16,605 $557K 0.33% -227 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 16,547 $555K 0.01% -98 13F-HR Timeline Group SWS Partners More: the full row for SWS Partners 16,137 $541K 0.13% +1,127 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,098 $540K 0.02% -189 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 15,750 $528K 0.27% -462 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,721 $527K 0.01% -149 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,654 $525K <0.01% +2,883 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,513 $520K 0.03% -869 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 15,512 $520K 0.47% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,424 $517K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,451 $517K 0.01% -4,133 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 14,960 $502K 0.02% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,782 $496K 0.04% -1,615 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 14,537 $488K <0.01% -732 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,319 $480K 0.15% -688 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,291 $479K 0.03% +897 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,162 $473K 0.02% +10,653 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 13,983 $469K 0.98% +708 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 13,632 $457K 0.1% +2,816 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,565 $455K 0.03% -3,379 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,539 $454K <0.01% +445 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 13,503 $453K 0.04% +2,750 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 13,382 $449K 0.15% -797 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 13,150 $441K 0.08% +150 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,099 $439K 0.02% -1,260 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,075 $437K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,032 $437K <0.01% +6,739 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 12,974 $435K 0.06% +1,621 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,848 $431K 0.03% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 12,747 $428K 0.05% +777 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,727 $427K 0.05% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 12,649 $424K 0.38% +607 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 12,640 $424K 0.03% -404 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,614 $423K 0.09% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,441 $417K <0.01% +527 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,434 $417K 0.04% +798 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,396 $416K 0.01% -49 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 12,381 $415K 0.29% +64 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,952 $401K 0.01% +5,951 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,941 $401K <0.01% +4,111 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,904 $399K 0.01% -6,907 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 11,850 $397K 0.11% +4,091 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,780 $395K 0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,642 $390K 0.18% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,596 $389K <0.01% +219 13F-HR Timeline Group GE INVESTMENT MANAGEMENT CORP. 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