Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 35,225 $9.09M 4.18% +630 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 35,167 $9.07M 0.08% +159 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 35,159 $9.07M 0.39% -10,212 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 35,076 $9.05M 0.1% -3,602 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 35,073 $9.05M 0.11% +931 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 34,369 $8.87M 2.56% -1,080 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,017 $8.86M 0.34% +31,527 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 34,315 $8.85M 1.3% +2,141 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 34,183 $8.82M 0.19% -2,566 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,977 $8.76M 0.42% +5,179 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 32,523 $8.64M 0.48% -1,320 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 33,200 $8.56M +1,808 Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 33,177 $8.56M 2.53% -4,478 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 33,125 $8.54M 0.24% -1,022 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 33,047 $8.52M 0.03% +9,326 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 32,958 $8.5M 0.14% +208 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 32,952 $8.5M 1.89% -3,448 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 32,803 $8.46M 0.27% -1,473 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 32,750 $8.45M 5.42% +404 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,687 $8.43M 0.01% -6,264 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 32,646 $8.42M 3.83% -45 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 32,263 $8.4M 0.27% -1,971 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 32,435 $8.37M 1.7% -219 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 32,377 $8.35M 0.27% +2,631 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 32,346 $8.34M 1.59% +450 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32,189 $8.3M 0.15% -1,690 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 51,567 $8.29M 0.2% -6,233 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 32,013 $8.26M 2.46% +29 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 31,972 $8.25M 1.11% +8,620 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,862 $8.22M 3.59% +133 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 31,866 $8.22M 3.56% +959 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 31,845 $8.21M 2.44% -146 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 31,737 $8.19M 0.26% -1,586 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 31,433 $8.11M 0.16% +15,930 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 31,367 $8.09M 0.1% +2,396 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 31,290 $8.07M 0.63% +1,510 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 31,148 $8.03M 0.02% -397 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 31,134 $8.03M 0.65% +1,163 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 31,129 $8.03M 6.63% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 31,068 $8.01M 0.22% -2,253 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 30,920 $7.98M 4.24% +1,065 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 30,826 $7.95M 2.43% -1,321 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 30,821 $7.95M 0.69% +140 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 30,813 $7.95M 2.02% +160 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 30,759 $7.93M 0.41% -470 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 30,671 $7.91M 3.89% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,636 $7.9M 0.16% -131 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,631 $7.9M 0.01% -365 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 30,355 $7.83M 6.79% +2,081 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 30,354 $7.83M 5.08% +13,939 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 30,284 $7.81M 1.2% +336 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 30,199 $7.79M 0.97% -2,936 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 30,173 $7.78M 1.23% -2,956 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 30,165 $7.78M 0.48% +1,198 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 30,092 $7.76M 0.06% +2,331 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 29,934 $7.72M 0.09% -641 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 29,729 $7.67M 0.27% +2,051 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 29,656 $7.65M 0.98% -122 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 29,616 $7.64M 1.36% +106 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 29,612 $7.64M 0.23% +4,588 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 29,468 $7.6M +118 Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 29,453 $7.6M 1.9% -106 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 29,436 $7.59M 0.94% -4,061 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 29,229 $7.54M 5.31% +331 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 29,184 $7.53M 3.22% +316 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 29,176 $7.53M 0.32% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 29,161 $7.52M 0.04% +530 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 28,808 $7.43M 2.25% +500 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 28,778 $7.42M 8.23% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 28,706 $7.4M 3.73% -769 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 28,508 $7.35M 0.14% -1,197 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 26,621 $7.25M 1.8% +1,407 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,921 $7.2M 2.6% -552 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 27,907 $7.2M 3.04% -212 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 27,889 $7.19M 3.47% +1,323 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 30,244 $7.17M 0.8% +992 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 27,675 $7.14M 2.66% +3,001 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 27,633 $7.13M 6.81% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 27,566 $7.11M 0.67% -542 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 29,918 $7.09M 4.6% +338 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 27,270 $7.03M 3.27% +15,820 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 26,885 $6.94M 0.92% -824 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 26,596 $6.86M 1.57% +1,838 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 26,506 $6.84M 0.29% +1,618 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 26,423 $6.82M 1.33% -38,870 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 26,221 $6.76M 0.92% +145 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,974 $6.7M 0.01% +7,548 13F-HR Timeline Group Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,917 $6.69M 3.95% +120 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 25,820 $6.66M 2.11% +522 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 25,813 $6.66M 0.06% +8,048 13F-HR Timeline Group Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 25,761 $6.65M 1.7% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,653 $6.62M 0.66% -863 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,397 $6.55M 0.17% -551 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 25,301 $6.53M 0.35% -181 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 25,070 $6.52M 0.01% +1,215 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 25,249 $6.51M 0.67% -583 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 25,212 $6.5M 2.56% -2,022 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 25,138 $6.48M 1.32% +2,572 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 24,957 $6.44M 1.49% -843 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,855 $6.41M 0.05% 13F-HR/A Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 24,754 $6.39M 0.13% -473 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 24,719 $6.38M 4.31% -47 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 24,708 $6.37M 1.29% -324 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 24,650 $6.36M 2.45% +1,550 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,585 $6.34M 0.89% +824 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 24,512 $6.32M 3.73% +141 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 24,448 $6.31M <0.01% +3,506 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 24,408 $6.3M 0.12% +1,633 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 24,155 $6.23M 2.04% +1,164 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,055 $6.21M 0.13% +690 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 24,002 $6.19M 4.72% +1,407 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23,983 $6.19M 1.48% -87 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 23,933 $6.17M 2.77% +1,166 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 23,741 $6.12M 0.05% +1,008 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 23,728 $6.12M 0.56% +547 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 23,044 $6.11M 2.63% +357 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 23,544 $6.07M 3.27% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,476 $6.06M 0.17% +273 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,406 $6.04M 0.68% +78 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 22,204 $5.99M 0.74% +1,076 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 23,219 $5.99M 1.61% -2,156 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 23,144 $5.97M 0.86% +1,129 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 23,138 $5.97M 5.29% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 23,032 $5.94M 0.12% +53 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 22,954 $5.92M 0.41% +506 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 22,844 $5.89M 3.09% +198 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 22,795 $5.88M 0.82% +532 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 22,723 $5.86M 0.09% -1,290 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 22,722 $5.86M 0.78% -89 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,611 $5.83M 0.03% +254 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 22,437 $5.79M 1.68% +978 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 22,289 $5.75M 5.07% 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 22,231 $5.73M 3.98% -178 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 22,142 $5.71M 1.32% -271 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 22,128 $5.71M 0.79% -4 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,127 $5.71M <0.01% -302,072 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 22,088 $5.7M 1.13% +190 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 21,910 $5.65M 0.69% -2,408 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 21,896 $5.65M 1.89% -154 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,876 $5.64M 0.2% +34 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 21,735 $5.61M 2.22% +1,105 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,719 $5.6M 0.11% -530 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,624 $5.58M 0.1% +4,696 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 21,617 $5.58M 0.39% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 21,566 $5.56M 1.74% +3,323 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 21,523 $5.55M 3.26% +117 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 21,519 $5.55M 5.11% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,447 $5.53M 0.17% +1,435 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,415 $5.52M 0.31% -578 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 21,371 $5.51M 0.45% -216 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 21,222 $5.47M 2.25% +2,651 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21,175 $5.46M 0.65% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 21,171 $5.46M 3.68% +1,555 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 21,159 $5.46M 1.45% +2,482 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 21,152 $5.46M 0.23% -824 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,147 $5.45M 0.24% -7,766 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,837 $5.45M 0.19% -112 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 19,647 $5.45M 2.12% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,104 $5.44M 0.25% -993 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 21,100 $5.44M 4.24% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 21,010 $5.42M 1.6% +324 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 20,981 $5.41M 3.53% 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 20,951 $5.4M 0.58% +1,499 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 20,921 $5.4M 2.14% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 20,884 $5.39M 0.18% -2,443 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,869 $5.38M 0.4% +731 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 20,829 $5.37M 0.25% -422 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,739 $5.35M 0.03% +440 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 20,340 $5.32M 2.01% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 19,674 $5.3M 0.67% +278 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 20,458 $5.28M 0.43% +1,195 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 20,294 $5.23M 2.47% +139 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 20,187 $5.21M 0.21% +18 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,136 $5.19M 0.07% +1,021 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,336 $5.18M 1.9% +62 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,032 $5.17M 0.39% -201 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19,948 $5.15M 0.39% +1,554 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,817 $5.11M 1.1% +3,192 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 19,782 $5.1M 0.14% -665 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 19,768 $5.1M 3.15% +14 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 19,741 $5.09M 0.26% +4,100 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 19,729 $5.09M 2.18% -2,031 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,688 $5.08M 0.26% +275 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 19,639 $5.07M 2.46% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,617 $5.06M 0.1% +1,803 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 19,548 $5.04M 0.96% -379 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,547 $5.04M 0.48% -168 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 19,422 $5.01M 0.86% +243 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 19,399 $5M 1.25% +6,493 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 19,372 $5M 3.28% -300 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,364 $4.99M 0.16% +7 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 19,348 $4.99M 1.44% +75 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 19,312 $4.98M 1.65% 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 19,303 $4.98M 5.04% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 19,292 $4.98M 1.39% +154 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 19,259 $4.97M 0.49% +129 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 18,210 $4.96M 1.2% +1,537 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 19,176 $4.95M 3.12% -1 13F-HR/A Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 19,148 $4.94M 0.66% +1,402 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,143 $4.94M 0.15% -1,597 13F-HR Timeline Group