SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 34,785 $8.85M 1.09% -1,700 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 34,617 $8.8M 1.45% +6,025 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 34,595 $8.8M 4.36% +1,064 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 34,473 $8.77M 0.02% -4,132 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 34,276 $8.72M 0.28% -743 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 34,234 $8.71M 0.3% -731 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 34,147 $8.68M 0.24% +3,516 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 34,142 $8.68M 0.11% +1,497 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 34,091 $8.67M 0.79% +6,455 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,843 $8.65M 0.47% -782 13F-HR/A Timeline Field & Main Bank More: the full row for Field & Main Bank 34,001 $8.65M 2.55% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33,879 $8.61M 0.19% -124 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 33,497 $8.52M 1.09% -689 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 33,323 $8.47M 0.25% -2,473 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 33,321 $8.47M 0.24% -1,045 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,286 $8.46M 0.22% +1,969 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 33,135 $8.45M 0.99% -2,018 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 33,134 $8.43M 0.03% new 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 33,129 $8.42M 1.32% -793 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 33,008 $8.39M 4.08% +877 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 32,691 $8.34M 3.82% -51 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 32,750 $8.33M 0.14% -1,067 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 32,654 $8.3M 1.74% -261 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 32,623 $8.3M 0.02% -7,023 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 32,469 $8.26M 0.85% -2,149 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 32,346 $8.22M 5.56% +221 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 32,147 $8.2M 2.77% -867 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 32,174 $8.18M 1.23% -488 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 31,991 $8.13M 2.51% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 31,984 $8.13M 2.53% +14 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 31,896 $8.11M 1.58% -1,140 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,729 $8.07M 3.71% -559 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,548 $8.02M 0.31% +23,915 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 31,545 $8.02M 0.02% +343 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 31,392 $7.98M +1,192 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 31,229 $7.94M 0.43% +483 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,996 $7.88M 0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 30,907 $7.88M 3.54% +1,971 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,767 $7.82M 0.16% -70 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 30,681 $7.8M 0.71% -536 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 30,671 $7.8M 3.93% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 30,653 $7.79M 2.07% +3,309 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 30,575 $7.77M 0.09% -484 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,490 $7.75M 0.12% +3,894 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 29,971 $7.62M 0.67% +1,143 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 29,948 $7.62M 1.32% -230 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 29,855 $7.59M 4.04% +5,383 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 29,780 $7.57M 0.6% +208 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 29,778 $7.57M 0.96% -360 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 29,746 $7.56M 0.26% +1,626 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 29,705 $7.55M 0.16% -1,180 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 29,559 $7.54M 1.95% -675 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 29,510 $7.5M 1.41% +992 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 29,475 $7.5M 3.91% +5,350 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 29,350 $7.46M +1,684 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 29,274 $7.44M -45,851 Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 29,176 $7.42M 0.31% -119 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 28,971 $7.37M 0.1% -2,073 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 28,967 $7.37M 0.47% +1,693 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,913 $7.35M 0.31% +2,794 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 28,898 $7.35M 5.03% 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 28,868 $7.34M 3.85% -577 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 28,798 $7.32M 0.44% +5,351 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 28,631 $7.28M 0.04% -176 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 28,473 $7.24M 2.71% +898 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 28,308 $7.2M 2.2% +920 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 28,274 $7.19M 6.37% +648 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 28,178 $7.17M 1.33% -196 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 28,119 $7.15M 3.15% -71 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 28,108 $7.15M 0.69% -447 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 27,709 $7.09M 1.06% -80 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 27,761 $7.06M 0.05% -142 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 27,678 $7.04M 0.35% +3,662 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 27,631 $7.03M 1.9% -1,476 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 29,580 $7.01M 4.28% -758 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 29,252 $6.93M 0.82% +139 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 27,234 $6.93M 2.59% +156 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 26,566 $6.76M 3.5% -92 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,516 $6.74M 0.71% +1,011 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 26,076 $6.63M 0.95% +7,621 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,948 $6.62M 0.18% +2,460 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 25,832 $6.57M 0.69% +162 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 25,800 $6.56M 1.58% +335 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,797 $6.56M 3.94% -272 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 25,482 $6.48M 0.36% +26 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 25,375 $6.45M 1.89% -1,387 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 25,298 $6.43M 2.09% +342 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,227 $6.41M 0.11% +1,530 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 25,214 $6.41M 1.8% +595 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 25,032 $6.37M 1.32% -1,129 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,024 $6.36M 0.2% +1,582 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 24,888 $6.33M 0.29% +2,355 13F-HR Timeline Group Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 24,766 $6.3M 4.32% -437 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 24,758 $6.3M 1.43% +356 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 24,674 $6.27M 2.49% -1,813 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 24,371 $6.2M 3.89% -132 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 24,318 $6.18M 0.74% +395 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24,070 $6.12M 1.58% -848 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 24,013 $6.11M 0.09% -528 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 23,973 $6.1M 5.74% 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 23,855 $6.07M 0.01% +43 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 23,761 $6.04M 0.92% -708 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 23,721 $6.03M 0.03% +4,001 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,500 $5.98M 0.23% -7,415 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,365 $5.94M 0.13% +4,165 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 23,352 $5.94M 0.89% +2,318 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,328 $5.93M 0.69% +74 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 23,327 $5.93M 0.2% -2,629 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,203 $5.9M 0.17% -1,367 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 23,181 $5.89M 0.56% +322 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 23,100 $5.87M 2.63% -160 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 22,991 $5.85M 1.98% +1,168 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 22,979 $5.84M 0.12% +25 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 22,811 $5.8M 0.8% -480 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 22,775 $5.79M 0.11% +870 13F-HR Timeline Group CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 22,767 $5.79M 2.78% +979 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,733 $5.78M 0.05% +444 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 22,687 $5.77M 2.57% -710 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 22,595 $5.76M 4.56% +20,220 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 22,646 $5.76M 3.2% -552 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 22,566 $5.74M 1.25% +3,040 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 22,552 $5.73M 1.5% +20,087 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 22,448 $5.71M 0.41% +1,283 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 22,413 $5.7M 1.42% +2,075 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 22,409 $5.7M 4.3% -1,838 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 22,376 $5.69M 0.75% +628 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,357 $5.68M 0.03% +19 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 22,263 $5.66M 0.9% -601 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,249 $5.66M 0.12% -1,342 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 22,132 $5.63M 0.92% +110 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 22,106 $5.62M <0.01% -36,400 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 22,101 $5.62M 2.67% -327 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,097 $5.62M 0.27% +2,149 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 22,050 $5.61M 1.86% -168 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 22,015 $5.6M 0.82% +312 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,993 $5.59M 0.29% -263 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 21,976 $5.59M 0.24% -6,071 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 21,898 $5.57M 1.15% -460 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,842 $5.55M 0.21% -548 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 21,760 $5.53M 2.32% +287 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 21,657 $5.51M 0.4% -3,925 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 21,587 $5.49M 0.45% +141 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 21,459 $5.46M 1.65% +118 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 21,406 $5.44M 3.28% +1,762 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 21,251 $5.4M 0.26% -61 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,949 $5.39M 0.21% +2,194 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21,175 $5.38M 0.69% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 21,128 $5.37M 0.81% +483 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,942 $5.33M <0.01% +357 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,740 $5.27M 0.16% +444 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 20,686 $5.26M 1.56% -25 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 20,630 $5.25M 2.32% +324 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,447 $5.2M 0.15% +180 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,312 $5.17M 0.21% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,299 $5.16M 0.03% +871 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 20,293 $5.16M 2.97% +86 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,233 $5.14M 0.42% -94 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 20,169 $5.14M 0.21% +2,200 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 20,155 $5.13M 2.38% +999 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 20,143 $5.12M 0.93% -430 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,138 $5.12M 0.39% +110 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 20,012 $5.09M 0.16% -4,248 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 19,927 $5.07M 0.99% -6 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 19,754 $5.02M 3.16% +79 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,715 $5.01M 0.48% -811 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 19,697 $5.01M 0.41% -2,957 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 19,672 $5M 3.29% -200 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 19,631 $4.99M 1.1% -2,796 13F-HR/A Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 19,616 $4.99M 3.65% +39 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,602 $4.98M 1.54% -5,563 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 19,544 $4.97M 0.43% -6,065 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 19,452 $4.95M 0.52% -876 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19,425 $4.94M 0.67% -5,576 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,413 $4.94M 0.19% -761 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,413 $4.94M 0.27% +565 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 19,396 $4.93M 0.66% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,357 $4.92M 0.16% +27 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 19,273 $4.9M 1.45% +4,706 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 19,263 $4.9M 0.4% +13,705 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 19,179 $4.88M 0.85% -623 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 19,177 $4.88M 3.52% -39 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 19,138 $4.87M 1.37% +491 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 19,130 $4.86M 0.49% +10 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,115 $4.86M 0.07% +267 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,274 $4.85M 2.13% -11 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 18,915 $4.81M 0.45% +4,743 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 18,901 $4.81M 0.15% -502 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,884 $4.8M 0.09% -439 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 18,517 $4.77M 0.43% -856 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 18,677 $4.75M 1.3% +2,935 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,571 $4.72M 1.99% -276 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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