Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 34,965 $8.29M 0.31% -1,857 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 34,625 $8.28M 0.48% +17,828 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 34,862 $8.26M 0.08% +2,436 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,690 $8.25M 0.29% -1,571 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 34,645 $8.21M 1.31% -125,200 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 34,618 $8.2M 0.91% -187 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 34,544 $8.19M 5.82% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 34,410 $8.15M 0.42% +4,343 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 34,366 $8.14M 0.25% -4,815 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 34,242 $8.11M 0.06% +2,083 13F-HR/A Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 34,186 $8.1M 1.11% -1,635 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 34,003 $8.06M 0.2% 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 33,922 $8.04M 1.31% +1,922 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,837 $8.03M 0.15% +6,476 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 33,817 $8.01M 0.14% +424 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 33,732 $7.99M 3.55% -1,055 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 33,707 $7.99M 2.18% +1,121 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 33,691 $7.98M 0.14% -1,175 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 33,687 $7.98M 1.24% +88 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 33,531 $7.95M 4.27% +4,582 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 32,742 $7.9M 3.89% -663 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 33,014 $7.85M 2.83% +2,296 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 33,036 $7.83M 1.64% +5,000 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 32,915 $7.8M 1.78% -1,928 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 32,662 $7.74M 1.25% +11,620 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 32,645 $7.74M 0.11% +127 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 32,351 $7.67M 0.36% -39,201 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 32,288 $7.65M 3.87% +35 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 32,125 $7.62M 5.64% +966 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 32,131 $7.61M 4.08% +10,563 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 31,970 $7.58M 2.6% -194 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 31,551 $7.55M 2.54% +468 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,317 $7.42M 0.21% -1,468 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 31,217 $7.4M 0.71% +22,337 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 31,202 $7.39M 0.05% +8,863 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 31,059 $7.36M 0.09% -1,959 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 31,044 $7.36M 0.1% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,996 $7.34M 0.01% -4,625 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 30,915 $7.33M 0.33% +7,015 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 30,885 $7.32M 0.18% -3,276 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,837 $7.31M 0.15% -344 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 30,746 $7.29M 0.44% -994 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 30,671 $7.27M 3.74% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 30,631 $7.26M 0.22% +11,400 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 30,338 $7.19M 4.54% -4,631 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 30,234 $7.19M 1.86% -63 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 30,200 $7.16M -1,414 Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 30,178 $7.15M 1.39% -3,185 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 30,138 $7.14M 0.99% -827 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 29,572 $7.01M 0.61% +59 13F-HR/A Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 29,445 $6.98M 4.22% +1,001 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 29,295 $6.94M 0.32% -3,292 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 29,113 $6.9M 0.93% -615 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 29,107 $6.9M 2.18% -28,291 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 28,936 $6.88M 3.37% -1,149 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 28,828 $6.83M 0.68% -613 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 28,807 $6.83M 0.05% -5,862 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 28,607 $6.78M 0.44% +14,310 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 28,592 $6.78M 1.33% +8,073 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 28,555 $6.77M 0.7% -35 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 28,518 $6.76M 1.39% +452 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 28,374 $6.72M 1.33% +827 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 28,190 $6.68M 3.17% +1,127 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 28,120 $6.66M 0.25% -700 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 28,047 $6.65M 0.3% -138,196 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 27,903 $6.61M 0.05% -179 13F-HR/A Timeline Group Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 27,789 $6.59M 1.09% +854 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 27,666 $6.56M new Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 27,636 $6.55M 0.51% +1,446 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 27,626 $6.55M 7.05% +3,162 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,575 $6.53M 2.62% -1,399 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 27,388 $6.49M 2.09% +662 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 27,344 $6.48M 1.95% -5,536 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 27,274 $6.46M 0.43% +257 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 27,078 $6.42M 2.58% -1,520 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 25,956 $6.38M 0.24% -3,217 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 26,762 $6.34M 2.09% -521 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 26,658 $6.32M 3.53% -751 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,596 $6.3M 0.13% +2,573 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 26,487 $6.28M 2.74% +2,650 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 26,161 $6.2M 1.4% -2,396 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,119 $6.19M 0.28% +5,099 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 26,069 $6.18M 3.98% +2,289 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 25,670 $6.08M 0.67% -368 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 25,609 $6.07M 0.58% -1,293 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,582 $6.06M 0.51% +514 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,505 $6.04M 0.73% +622 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 25,465 $6.03M 1.54% +2,311 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 25,456 $6.03M 0.36% +11,523 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 25,203 $5.97M 4.3% +762 13F-HR/A Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 25,165 $5.96M 2.06% -1,078 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 25,001 $5.92M 0.78% -6,076 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 24,956 $5.91M 1.98% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24,918 $5.91M 1.65% +80 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 24,619 $5.83M 1.84% -19 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 24,570 $5.82M 0.18% -680 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 24,541 $5.82M 0.09% -50 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 24,503 $5.81M 3.9% -178 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 24,472 $5.8M 3.33% +4,763 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,469 $5.8M 0.94% +319 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 24,402 $5.78M 1.4% -467 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 24,260 $5.75M 0.2% +1,396 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 24,247 $5.75M 4.75% -664 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 24,190 $5.73M 1.88% +218 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 24,125 $5.72M 3.37% +2,365 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,016 $5.69M 0.35% +174 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 23,923 $5.67M 0.73% +6,433 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 23,812 $5.64M 0.01% +2,994 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 23,697 $5.62M 0.11% -1,161 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,591 $5.59M 0.13% -2,982 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,488 $5.58M 0.16% -4,793 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 23,422 $5.56M 0.44% +5,120 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,447 $5.56M 0.44% -266 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 23,442 $5.56M 0.18% -820 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 23,397 $5.54M 2.62% -681 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 23,291 $5.52M 0.82% -1,206 13F-HR/A Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 23,260 $5.51M 2.8% -4,992 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,254 $5.51M 0.69% -5,469 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 23,198 $5.5M 3.47% -875 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 23,161 $5.49M 0.31% +7,304 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 22,954 $5.44M 0.12% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 22,864 $5.42M 1% -1,599 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 22,859 $5.42M 0.56% +885 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,695 $5.38M 0.36% -324 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,690 $5.38M 0.07% -23,323 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 22,656 $5.37M 0.64% +447 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 22,654 $5.37M 0.46% +387 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 22,613 $5.36M 4.52% +6,970 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 22,533 $5.34M 0.28% +317 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 22,428 $5.32M 2.83% -318 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 22,427 $5.31M 1.24% +1,092 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 22,390 $5.31M 0.22% +246 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 22,358 $5.3M 1.13% -3,305 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,338 $5.29M 0.03% +293 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,289 $5.28M 0.05% +568 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,256 $5.27M 0.29% +12,100 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 22,218 $5.27M 1.92% +1,533 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 22,022 $5.22M 0.93% +278 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 21,905 $5.19M 0.12% new 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 21,823 $5.17M 1.9% +3,531 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 21,788 $5.16M 2.77% +673 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 21,748 $5.15M 0.75% +19,845 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,713 $5.15M 0.03% -10,402 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 21,703 $5.14M 0.82% +1,183 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 21,566 $5.11M 4.81% -32,611 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 21,473 $5.09M 2.28% +1,461 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 21,446 $5.08M 0.44% +243 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 21,275 $5.06M 0.23% +20,759 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 21,341 $5.06M 1.69% +523 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 21,312 $5.05M 0.28% -35 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21,175 $5.02M 0.69% +150 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 21,165 $5.02M 0.38% +1,194 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 21,034 $4.98M 0.79% -8,511 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 20,733 $4.91M 0.83% +713 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 20,711 $4.91M 1.54% -237 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,707 $4.91M 0.2% -1,563 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,285 $4.9M 2.13% -166 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 20,645 $4.89M 0.96% +12,814 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,585 $4.88M <0.01% -7,680 13F-HR Timeline Group Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 20,573 $4.88M 0.93% +1,427 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 20,526 $4.86M 0.53% -6,524 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 20,338 $4.82M 1.31% -17,793 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 20,328 $4.82M 0.53% -4,637 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,327 $4.82M 0.43% +3,223 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 20,306 $4.81M 2.33% +15 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,296 $4.81M 0.16% -1,081 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,288 $4.81M 0.08% -150,822 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,267 $4.8M 0.15% +1,751 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 20,207 $4.79M 2.92% -7 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 20,174 $4.78M 0.18% -4,000 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 20,096 $4.76M 2.45% -3,902 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,028 $4.75M 0.43% -83 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,948 $4.73M 0.32% -815 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 19,933 $4.72M 1.03% +220 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 19,872 $4.71M 3.28% -730 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 19,802 $4.69M 0.87% +168 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 19,791 $4.69M 0.65% -116 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 19,373 $4.68M 0.46% -52 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 19,755 $4.68M 0.2% +522 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 19,720 $4.67M 0.03% +9,213 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 19,675 $4.66M 3.13% +95 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 19,644 $4.66M 3.31% +6,272 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 19,577 $4.64M 3.77% -887 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 19,526 $4.63M 1.09% +4,060 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,428 $4.6M 0.03% -50 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 19,403 $4.6M 0.16% -16,436 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 19,396 $4.6M 0.67% -575 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,330 $4.58M 0.16% -3,379 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,323 $4.58M 0.1% +10,393 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 19,257 $4.56M 2.77% +142 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 19,216 $4.55M 3.67% +1,467 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,848 $4.55M 0.07% -668 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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