Field & Main Bank More: the full row for Field & Main Bank 36,399 $9.53M 2.77% +65 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 36,044 $9.44M +18,189 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,848 $9.39M 0.41% -59 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,793 $9.37M 0.41% -170 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 35,711 $9.35M 1.02% -688 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 35,517 $9.3M 0.11% +444 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 35,399 $9.27M 0.31% -476 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 35,266 $9.24M 0.26% +2,141 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 35,096 $9.19M 6.25% 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 35,091 $9.19M 3.56% +7,202 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 35,076 $9.19M 0.69% +3,942 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 35,006 $9.17M 0.04% +12,395 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 34,990 $9.16M 1.74% -713 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 34,764 $9.11M +1,564 Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 34,623 $9.07M 1.19% +2,651 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 34,533 $9.04M 1.8% +28,751 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,328 $8.99M 0.19% -945 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 34,252 $8.97M 0.25% +10,776 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 33,944 $8.89M 1.33% -371 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 33,799 $8.85M 0.19% -384 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 33,768 $8.84M 2.92% -5,644 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 33,449 $8.76M 2.63% -10,647 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 33,428 $8.76M 0.29% +1,051 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 33,345 $8.73M 2.61% +168 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 33,330 $8.73M 0.09% +7,517 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,185 $8.72M 0.14% -2,525 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 32,797 $8.59M 5.34% +47 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 32,778 $8.59M 0.02% -6,206 13F-HR Timeline Group OFS Enterprise LLC More: the full row for OFS Enterprise LLC 32,681 $8.56M 2.52% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 32,580 $8.53M 0.11% +1,213 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 32,494 $8.51M 1.68% +59 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 32,481 $8.51M 3.59% +615 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 32,331 $8.47M 3.8% -315 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 32,288 $8.46M 5.47% +1,934 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 31,898 $8.35M 1.45% +2,282 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 31,881 $8.35M 0.08% -3,286 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 31,873 $8.35M 6.94% +744 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,865 $8.35M 3.51% +3 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 31,828 $8.34M 0.28% -435 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 31,813 $8.33M 0.14% -337,580 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 31,803 $8.33M 0.26% +66 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 31,727 $8.31M 2.13% +914 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 31,647 $8.29M 4.12% +727 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 31,646 $8.29M 1.61% -700 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 31,598 $8.28M 7.23% +1,243 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 31,594 $8.28M 0.23% +526 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 31,457 $8.24M 1.82% -1,495 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 31,304 $8.2M 0.64% +14 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 31,275 $8.19M 0.82% -13,973 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 31,236 $8.18M 0.25% -1,567 13F-HR Timeline Texas Yale Capital Corp. 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More: the full row for Vise Technologies, Inc. 31,433 $8.11M 0.16% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 30,793 $8.07M 0.5% +628 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 30,671 $8.03M 4% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,631 $8.02M 0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,620 $8.02M 0.17% -4,740 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 30,536 $8M 0.42% -223 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,510 $7.99M 0.17% -126 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 30,385 $7.96M 0.06% +293 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,065 $7.87M 0.14% +10,448 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,912 $7.83M 0.04% -1,236 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 29,907 $7.83M +439 Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 29,830 $7.81M 0.97% +394 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 29,595 $7.75M 0.65% -1,226 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 29,555 $7.74M 2.21% -4,814 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 29,430 $7.71M 0.24% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 29,374 $7.69M 2.78% +1,699 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 29,373 $7.69M 2.21% +565 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 29,345 $7.69M 0.96% -311 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 29,339 $7.68M 8.45% +561 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 29,137 $7.63M 3.09% -47 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 29,126 $7.63M 0.09% -808 13F-HR Timeline Group GreatBanc Trust CO More: the full row for GreatBanc Trust CO 29,104 $7.62M 5.33% -125 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 28,450 $7.45M 1.12% -1,723 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 28,393 $7.44M 0.97% -1,806 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 28,381 $7.43M 0.3% -1,348 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 28,320 $7.42M 0.01% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 28,226 $7.39M 3.04% +319 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 28,196 $7.39M 0.12% +3,442 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 28,076 $7.35M 0.71% 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 31,013 $7.35M 4.31% +1,095 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 28,042 $7.34M 3.47% +772 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 28,024 $7.34M 3.64% -682 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 28,009 $7.34M 1.69% +1,413 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 27,902 $7.31M 1.8% -1,551 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,635 $7.24M 2.47% -286 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 27,581 $7.22M 1.74% +1,820 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 27,537 $7.21M 0.04% -1,624 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 27,295 $7.15M 6.98% -338 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 27,161 $7.11M 0.3% +655 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 27,097 $7.1M 4.36% +22,395 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 26,925 $7.05M 0.98% +2,340 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 26,814 $7.02M 2.19% +994 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 26,726 $7M 2.02% -4,100 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 26,711 $7M 1.94% +90 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 26,683 $6.99M 0.68% -3,561 13F-HR Timeline Group CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 26,320 $6.89M 2.97% +2,387 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 26,226 $6.87M 5.19% +2,224 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 26,212 $6.87M 0.4% -6,311 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26,143 $6.85M 0.65% -1,423 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 26,080 $6.83M 0.37% +779 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,071 $6.83M 0.66% +418 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 25,982 $6.81M 1.34% +844 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,976 $6.8M 0.18% +579 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,935 $6.78M 4.2% +18 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 25,834 $6.77M 0.31% +6,093 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 25,712 $6.73M 0.9% -1,173 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 25,657 $6.72M 0.13% -2,851 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,580 $6.7M 0.24% +6,594 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 25,368 $6.64M 1.48% +411 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 25,084 $6.57M 4.35% +365 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 24,909 $6.52M 0.75% -18,626 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 24,872 $6.51M 0.13% +464 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 24,864 $6.51M 2.58% -348 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 24,735 $6.48M 0.76% +3,784 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 24,698 $6.47M 0.58% -551 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,666 $6.46M 0.05% -189 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 24,656 $6.46M 0.58% +928 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 24,416 $6.4M 2.45% -234 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 24,371 $6.38M 2.16% +216 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 23,997 $6.29M 1.88% +2,431 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 23,858 $6.25M 0.01% -1,212 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 23,825 $6.24M 1.2% -883 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 23,814 $6.24M 4.19% +1,583 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 23,672 $6.2M 3.09% +828 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,665 $6.2M 0.7% +259 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 23,623 $6.19M 5.36% +485 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 23,572 $6.17M 1.69% +1,135 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 23,542 $6.17M 3.68% -970 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,515 $6.16M 0.81% +720 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 23,464 $6.15M 2.67% +420 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 23,459 $6.14M 1.62% +2,300 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 23,391 $6.13M 0.11% +5,032 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23,359 $6.12M 1.37% -624 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 23,311 $6.11M 1.28% +1,169 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 23,257 $6.09M 1.98% +6,914 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 23,238 $6.09M 0.43% +284 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 23,193 $6.07M 3.24% -351 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 23,192 $6.07M 2.28% +1,457 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 23,074 $6.04M <0.01% +947 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 23,056 $6.04M 0.12% +24 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 22,973 $6.02M 0.87% -171 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 22,969 $6.02M 2.3% +3,330 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,913 $6M 0.12% +1,194 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 0 $5.96M 3.57% -21,523 13F-HR Timeline Amount filed as zero, left out of ratios. Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 22,721 $5.95M 0.09% -2 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 22,486 $5.89M 0.72% +282 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 22,386 $5.86M 3.75% +1,405 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 22,329 $5.85M 2.42% +1,107 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 22,161 $5.8M 0.71% +251 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 22,121 $5.79M 1.19% +33 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 22,096 $5.79M 5.03% -193 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 22,069 $5.78M 0.76% +6,617 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 22,006 $5.76M 1.45% -1,213 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 21,974 $5.76M 2.79% +1,680 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 21,871 $5.73M 0.77% -851 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,856 $5.72M 0.3% +709 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,848 $5.72M 0.2% -28 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 21,827 $5.72M 5.63% +727 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,797 $5.71M 0.81% -331 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,756 $5.7M 0.05% -1,985 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,598 $5.66M 0.25% +494 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 21,325 $5.59M 0.71% +150 13F-HR/A Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 21,314 $5.58M 2.29% +393 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 21,288 $5.58M 0.19% +10,716 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 21,213 $5.56M 1.44% +1,921 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,085 $5.55M 0.1% -539 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,145 $5.54M 0.15% -302 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 21,110 $5.53M 1.79% -786 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,106 $5.53M 0.38% +237 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,087 $5.52M 0.17% +1,944 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,774 $5.51M 0.2% -63 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 21,005 $5.5M 1.49% -5 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,913 $5.48M 0.03% +174 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 20,910 $5.48M 0.24% -242 13F-HR/A Timeline Index Fund Advisors, Inc. 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