Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 19,056 $5.78M 1.19% -1,133 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 18,998 $5.76M 0.18% -347 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 18,975 $5.75M 4.61% -119 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 18,956 $5.75M 0.76% -116 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 18,955 $5.75M 0.73% +60 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 18,635 $5.65M 0.28% +498 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 18,416 $5.58M 1.64% +357 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 18,409 $5.58M 0.49% -280 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 18,406 $5.58M 1.95% +675 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 18,383 $5.57M 0.58% -417 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 18,379 $5.57M 0.2% +600 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 18,360 $5.57M 0.77% -48 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 18,285 $5.54M 0.86% +1,746 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,145 $5.54M 0.15% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18,239 $5.53M 0.48% -1,017 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,192 $5.51M 0.87% -1,149 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 18,150 $5.5M 1.5% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 18,043 $5.48M 1.16% +442 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 18,088 $5.48M 1.25% +1,383 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,998 $5.46M 0.02% +2,267 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,984 $5.45M 0.05% +1,220 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,971 $5.45M 0.08% -916 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 17,952 $5.44M 4.46% -568 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 17,950 $5.44M 1.99% -331 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 17,875 $5.42M 0.38% -12 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 17,851 $5.41M 1.51% +489 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 17,844 $5.41M 0.19% +1,110 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 17,821 $5.4M 2.68% -117 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 17,695 $5.36M 1.16% -607 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 17,683 $5.36M 0.43% -800 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 17,683 $5.36M 3.52% +165 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 17,683 $5.36M 2.71% +625 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 18,007 $5.33M 0.13% -1,002 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 17,564 $5.32M 1.33% -87 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,492 $5.3M 2.43% -810 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 17,339 $5.26M 3.69% +705 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,293 $5.24M 0.02% +943 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,258 $5.23M 0.45% -2,203 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 17,255 $5.23M 1.37% +630 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,196 $5.21M 1.2% -314 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 17,174 $5.21M 2.31% -96 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 17,138 $5.19M 0.76% -246 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 17,043 $5.17M 0.25% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 17,026 $5.16M 1% +1,046 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 17,358 $5.15M 1.88% -197 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,958 $5.14M 0.08% -153 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 16,912 $5.13M 0.78% -743 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 16,889 $5.12M 1.46% +1,064 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Mystic Asset Management, Inc. 16,351 $4.96M 1.06% -29 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 16,229 $4.92M 1.35% +428 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 16,212 $4.91M 0.28% +706 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 16,108 $4.88M 2.15% -71 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,080 $4.87M 0.14% -17 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 16,043 $4.86M 0.52% +286 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,992 $4.85M 0.17% -1,024 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 15,987 $4.85M 0.73% -2,446 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 15,900 $4.82M 3.83% -4,345 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 15,861 $4.81M 0.65% new 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 16,122 $4.8M 1.99% +1,714 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 15,811 $4.79M 1.15% -2,577 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,799 $4.79M 3.03% -34 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 15,755 $4.78M 1.84% -22 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,710 $4.76M 0.1% -151 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 15,652 $4.75M 1.7% +1,508 13F-HR Timeline FSA WEALTH PARTNERS, INC. 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More: the full row for SBI Securities Co., Ltd. 15,195 $4.61M 0.1% +179 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15,040 $4.56M 0.68% +100 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,617 $4.54M 1.09% -20,109 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,982 $4.54M 1.42% +701 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,956 $4.53M 0.11% -1,772 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 14,949 $4.53M 3.45% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 14,873 $4.51M 1.16% -1,067 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 17,212 $4.51M 2.98% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 14,823 $4.49M 2.43% +1,285 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 14,710 $4.46M 1.31% +5,367 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 14,661 $4.44M 1.72% +12 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 14,619 $4.43M 0.17% -83 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 14,491 $4.39M 1.06% +43 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 14,426 $4.37M 3.2% +64 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 14,426 $4.37M 1.04% -635 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 14,401 $4.37M 3.17% +618 13F-HR/A Timeline Cordant, Inc. More: the full row for Cordant, Inc. 14,398 $4.36M 1.57% -6 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14,367 $4.36M 0.32% +650 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,362 $4.35M 0.16% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,338 $4.35M 4.98% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 14,336 $4.35M 1.21% -1,335 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,269 $4.33M 0.2% -63 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 14,252 $4.32M 1.98% -17 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,247 $4.32M 0.02% +66 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 14,244 $4.32M 0.65% +11,821 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 14,239 $4.32M 0.81% +22 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 14,205 $4.31M 5.09% -789 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 14,204 $4.31M 0.7% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 14,202 $4.3M 0.1% +428 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,077 $4.27M 0.55% -892 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 14,026 $4.25M 1.24% +28 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,962 $4.23M 0.08% +312 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,949 $4.23M 0.11% -124 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13,935 $4.22M 3.32% +122 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,892 $4.21M 0.09% +657 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 13,880 $4.21M 1.98% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,817 $4.19M 0.03% -17 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 13,764 $4.17M 1.06% +165 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 13,673 $4.14M 1.94% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,650 $4.14M 0.35% -2,259 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 13,645 $4.14M 0.05% -371 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 13,534 $4.1M 2.21% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,487 $4.09M 0.26% -1,475 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,467 $4.08M 0.54% +56 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,417 $4.07M 1.01% -484 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 13,410 $4.06M 3.71% +342 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,347 $4.05M 1.99% -93 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,337 $4.04M 0.13% +2,021 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 13,298 $4.03M 0.23% +3,304 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 13,284 $4.03M 1.14% +93 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,277 $4.02M 0.05% new 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,274 $4.02M 1.93% +46 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,249 $4.02M 0.59% -58 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 13,237 $4.01M 0.81% +6,558 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 13,190 $4M 2.51% -1,936 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 13,159 $3.99M 3.42% -39 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,124 $3.98M 1.34% +11,704 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 13,121 $3.98M 1.49% +371 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 13,118 $3.98M 2.9% +862 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,075 $3.96M 1.3% +11,051 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,067 $3.96M 0.19% +842 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,019 $3.95M 0.21% -52 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 13,015 $3.95M 1.23% +6,694 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,998 $3.94M 0.1% +556 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,975 $3.93M <0.01% -4,646 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,929 $3.92M 0.09% -1,649 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 12,928 $3.92M 1.45% -182 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 12,891 $3.91M 1.88% -987 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,862 $3.9M 0.26% +121 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 12,851 $3.9M 1.52% -131 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,814 $3.88M 0.18% +2,691 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 12,814 $3.88M 0.94% -1,479 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,801 $3.88M 0.1% -38 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 12,796 $3.88M 0.59% -317 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 12,790 $3.88M 0.9% -150 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,742 $3.86M 1.24% +435 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,662 $3.84M 0.39% -107 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,591 $3.82M 0.05% +516 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 12,520 $3.8M 1.62% -348 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,526 $3.8M 3.37% -211 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,510 $3.79M 1.73% -222 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,500 $3.79M 0.07% +4,459 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,500 $3.79M 0.05% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,357 $3.75M 0.13% -66 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,255 $3.71M 0.09% +1,049 13F-HR Timeline Group Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 12,245 $3.71M 0.78% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 12,203 $3.7M 0.55% +319 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 12,087 $3.66M 1.44% -37 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 12,080 $3.66M 0.31% -30 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 12,038 $3.65M 0.83% -70 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,891 $3.64M 0.15% +2,006 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,918 $3.61M 0.38% +253 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,902 $3.61M 0.02% +7,200 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 11,896 $3.61M 0.54% -238 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 11,850 $3.59M 0.29% -94 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,802 $3.58M 2.35% +35 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,793 $3.57M 0.78% -25 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,773 $3.57M 0.83% +616 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 11,725 $3.55M 2.1% 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 11,679 $3.54M 1.34% -38 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 11,620 $3.52M 0.82% +42 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 11,614 $3.52M 1.68% +64 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,585 $3.51M 0.06% +140 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,580 $3.51M 0.7% -10 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,557 $3.5M 0.49% -1,405 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,555 $3.5M 0.52% -909 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 11,761 $3.49M 0.37% +125 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,508 $3.49M 0.49% -412 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,470 $3.48M 0.1% 0 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,457 $3.47M 0.99% +62 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,452 $3.47M 0.18% -139 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 11,424 $3.46M 0.26% -20 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 11,413 $3.46M 2.04% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,365 $3.45M 0.08% -536 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,398 $3.43M 0.19% -90 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 11,300 $3.43M 1.02% -85 13F-HR Timeline