Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 35,821 $7.94M 1.19% +936 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 35,621 $7.9M 0.01% -297 13F-HR Timeline Group Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 35,930 $7.88M 3.62% -211 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 35,392 $7.85M 2.82% -2,942 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 35,137 $7.79M 0.19% -10,164 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 35,117 $7.79M 0.38% -211 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 35,115 $7.79M 0.2% -17 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 35,112 $7.79M 3.48% +29 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 34,998 $7.76M 1.35% +17,127 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 34,969 $7.75M 4.91% +18,735 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 34,866 $7.73M 0.13% +1,051 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 34,843 $7.73M 1.89% -1,143 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 34,805 $7.72M 0.95% +4,911 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 34,787 $7.71M 3.73% -1,945 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 34,700 $7.69M 2.27% -1,281 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 34,672 $7.69M 0.28% -1,044 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,669 $7.69M 0.06% +5,513 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 34,644 $7.68M 3.97% +5,387 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 34,503 $7.65M 1.87% +996 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 34,161 $7.58M 0.21% -32,886 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 34,043 $7.55M 0.11% -2,270 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 34,009 $7.54M 1.77% +798 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 33,876 $7.51M 3.74% +3,513 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 33,599 $7.45M 1.12% -25 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 33,405 $7.41M 3.92% +139 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 33,393 $7.4M 0.14% +209 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 33,368 $7.4M 2.61% +155 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 33,366 $7.4M 0.11% +450 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 33,363 $7.4M 1.54% -115 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 33,018 $7.32M 0.1% -360 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 32,959 $7.31M 0.19% -625 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 32,880 $7.29M 2.31% -4,323 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,785 $7.27M 0.22% +4,701 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 32,668 $7.24M 1.5% +3,146 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 32,587 $7.23M 0.33% -160 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 32,586 $7.23M 2.17% +702 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 32,518 $7.21M 0.11% +1,821 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 32,426 $7.19M 0.07% -184 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 32,400 $7.19M 2.56% +133 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 32,253 $7.15M 3.99% -1,303 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 32,164 $7.13M 2.71% +765 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 32,159 $7.13M 0.06% -61,343 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 32,115 $7.12M 0.06% +27,977 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 29,545 $7.1M 1.29% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 32,000 $7.1M 1.23% +1,337 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 31,740 $7.04M 0.44% +2,467 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 31,727 $7.04M 1.98% -4,736 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 31,614 $7.01M +2,610 Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 31,083 $6.92M 2.35% +2,269 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 31,186 $6.92M 0.01% +14,299 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 31,181 $6.91M 0.15% -247 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 31,159 $6.91M 5.63% +1,502 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 31,077 $6.89M 0.85% +186 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 30,980 $6.87M 0.69% +29,831 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 30,965 $6.87M 1.01% -957 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 30,958 $6.86M 2.62% +5,923 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 30,718 $6.81M 2.77% -673 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 30,671 $6.8M 3.63% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 30,640 $6.79M 1.87% -3,358 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 30,297 $6.72M 2.1% -243 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 30,091 $6.67M 0.29% +3,544 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 30,067 $6.67M 0.4% +4,844 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 29,947 $6.64M 0.12% +2,082 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 29,728 $6.59M 0.86% +415 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 29,513 $6.54M 0.65% +793 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 29,441 $6.53M 0.76% +2,019 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 29,173 $6.47M 0.28% -4,463 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 28,974 $6.43M 2.93% -481 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 28,949 $6.42M 4.29% +2,866 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 30,085 $6.4M 3.37% +3,306 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 28,820 $6.39M 0.26% +121 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 28,723 $6.37M 0.85% +7,459 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 28,598 $6.34M 2.78% +388 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 28,590 $6.34M 0.7% -1,149 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 28,557 $6.33M 1.55% -2,251 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 28,444 $6.31M 4.44% +282 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,379 $6.29M 0.17% +7,458 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 28,281 $6.27M 0.2% +2,808 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 28,265 $6.27M <0.01% -768 13F-HR Timeline Group Penney Financial, LLC More: the full row for Penney Financial, LLC 28,252 $6.26M 4.11% +1,365 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 28,082 $6.23M 0.05% new 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 28,066 $6.22M 1.43% +1,574 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 28,036 $6.22M 1.36% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,860 $6.18M 0.19% -5,518 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 27,547 $6.11M 1.31% -23 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 27,409 $6.08M 3.49% +2,357 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,361 $6.08M 0.14% +2,375 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 27,283 $6.05M 2.28% -30 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 27,063 $6M 3.14% +933 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 27,050 $6M 0.71% -13,557 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,927 $6M 0.17% -2,512 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 27,017 $5.99M 0.43% +299 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 26,902 $5.97M 0.65% -518 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 26,726 $5.93M 2.05% +1,925 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 26,573 $5.89M 0.16% +416 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 26,243 $5.82M 2.22% -166 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 26,190 $5.81M 0.57% +4,146 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 26,038 $5.77M 0.65% -512 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 25,663 $5.69M 1.11% -29 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,250 $5.6M 0.18% +3,777 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,068 $5.56M 0.56% +4,384 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 24,965 $5.54M 0.69% +1,380 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 24,911 $5.52M 4.88% -73 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24,883 $5.52M 0.71% +1,119 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 24,869 $5.51M 1.4% +196 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 26,442 $5.51M 1.7% +1,671 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 24,858 $5.51M 0.11% +8,075 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24,838 $5.51M 1.73% -3 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,682 $5.47M 0.01% +2,805 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 24,681 $5.47M 3.98% -530 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 24,638 $5.46M 1.97% +4,217 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 24,594 $5.45M 1.82% +2,376 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 24,591 $5.45M 0.09% -13 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 24,497 $5.43M 0.95% -3,114 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 24,464 $5.42M 5.2% -3,989 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 24,463 $5.42M 1.1% -1,021 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 24,441 $5.42M 4.29% +275 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 24,262 $5.38M 0.22% -647 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 24,174 $5.36M 0.21% -10 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 26,935 $5.36M 1.04% +8,181 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,150 $5.36M 0.96% -907 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,023 $5.34M 0.14% +9,038 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 24,078 $5.34M 2.71% -2,883 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 24,073 $5.34M 3.63% +8,470 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 23,998 $5.32M 2.98% -4,621 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 23,972 $5.32M 2.02% -1,053 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,900 $5.3M 0.23% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 23,842 $5.29M 0.34% +722 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 23,837 $5.29M 2.61% -1,150 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 23,780 $5.27M 3.94% -39 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,713 $5.26M 0.48% -5,491 13F-HR/A Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 23,656 $5.25M 0.42% +1,620 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 23,227 $5.15M 0.01% new 13F-HR/A Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 23,154 $5.13M 0.9% +127 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,019 $5.1M 0.51% +1,631 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 22,954 $5.09M 0.12% +33 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 22,864 $5.07M 0.17% +3,116 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 22,764 $5.05M 3.82% +99 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 22,746 $5.04M 2.97% +685 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22,709 $5.04M 0.19% -708 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,339 $4.95M 0.04% +7,771 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 22,316 $4.95M 0.21% +1,197 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22,270 $4.94M 0.23% -524 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 22,267 $4.94M 0.44% -529 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 22,234 $4.93M 0.28% +666 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 22,216 $4.93M 0.3% +2,337 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 22,209 $4.92M 0.63% +3,000 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 22,144 $4.91M 0.24% +8,737 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,045 $4.89M 0.03% +8 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 21,974 $4.87M 0.55% +209 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 21,784 $4.83M 1.45% +69 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 21,760 $4.83M 3.08% -3,638 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,744 $4.82M 0.98% +25 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,721 $4.82M 0.05% +1,036 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 21,568 $4.78M 2.71% +1,676 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 21,364 $4.76M 0.06% +7,847 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,377 $4.74M 0.18% +1,896 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 21,347 $4.73M 0.29% -445 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 21,335 $4.73M 1.18% +1,080 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 21,203 $4.7M 0.44% -3,535 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,138 $4.69M 0.13% +4,737 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 21,115 $4.68M 2.96% +2,758 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 21,042 $4.67M 0.89% +1,102 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21,025 $4.66M 0.94% +8,665 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,020 $4.66M 0.24% +1,579 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 21,000 $4.66M 0.01% +2,200 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 20,948 $4.65M 1.66% +69 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 20,844 $4.62M 5.15% -229 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 20,818 $4.62M 0.01% +2,299 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 20,818 $4.62M 1.68% +1,976 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,763 $4.6M 0.35% +3,535 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 20,685 $4.59M 1.83% +420 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,666 $4.58M 0.74% 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 20,602 $4.57M 3.4% -565 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 20,520 $4.55M 0.8% +1,083 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 20,519 $4.55M 1% +19,624 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 20,464 $4.54M 3.84% -267 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,451 $4.54M 2.19% +75 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 20,390 $4.52M 4.47% +12,210 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 20,291 $4.5M 2.38% +848 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,280 $4.5M 0.08% -709 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,229 $4.49M 0.05% +2,175 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 20,217 $4.48M 2.64% +4,320 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 20,214 $4.48M 2.99% +3,752 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,111 $4.46M 0.45% -120 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 20,037 $4.44M 0.59% +617 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 20,024 $4.44M 0.21% -948 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 20,020 $4.44M 0.86% -281 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 20,012 $4.44M 2.16% +18,395 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 19,971 $4.43M 0.8% -22 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 19,971 $4.43M 0.36% +2,972 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 19,907 $4.41M 0.71% +178 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 19,713 $4.37M 1.05% +158 13F-HR/A Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 19,709 $4.37M 2.84% +1,233 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,707 $4.37M 0.27% -42 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 19,634 $4.35M 0.87% -777 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 19,580 $4.34M 2.88% +662 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 19,537 $4.33M 0.21% -95 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,516 $4.33M 0.08% -2,934 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,478 $4.32M 0.03% +463 13F-HR Timeline