Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,386 $4.87M 0.01% +11,736 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 17,351 $4.86M 0.15% -180 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17,320 $4.85M 0.14% +11 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 17,313 $4.85M 0.81% 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 17,257 $4.83M 1.43% +2,348 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 16,876 $4.73M 0.3% +37 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 16,852 $4.72M 0.71% +261 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,785 $4.7M 0.54% +723 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,578 $4.64M <0.01% +456 13F-HR Timeline Group CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 16,440 $4.6M 1.55% +46 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 15,358 $4.51M 3.46% +3,999 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,033 $4.49M 0.05% -555 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 15,883 $4.45M 0.44% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 15,697 $4.4M 0.99% +1,039 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 15,657 $4.38M 1.94% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 15,509 $4.34M 1.14% -5 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,000 $4.33M 0.11% +3,811 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 15,476 $4.33M 0.01% +90 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,300 $4.28M 3.96% +6,447 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 15,263 $4.27M 2.99% +1,229 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 14,691 $4.27M 0.49% +154 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,179 $4.25M 0.12% +36 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,121 $4.23M 0.93% -40 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 14,963 $4.19M 2.21% -112 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,693 $4.11M 2.55% -735 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,569 $4.08M 0.84% +1,024 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 14,321 $4.01M 3.03% +15 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 14,058 $3.94M 0.77% -646 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,992 $3.92M 0.1% -265 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 13,896 $3.89M 0.24% -1,414 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,892 $3.89M 0.73% +1,403 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,888 $3.89M 0.32% +1,288 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13,754 $3.85M 0.99% +2,607 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,739 $3.85M 0.11% +427 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 13,682 $3.83M 1.43% +527 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 13,370 $3.74M 0.79% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13,232 $3.71M 0.49% -90 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,204 $3.7M 0.71% -155 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,048 $3.65M 0.36% +485 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,883 $3.61M 3.82% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,807 $3.59M 0.03% +74 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,772 $3.58M 1.54% +813 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 12,471 $3.49M 0.66% -716 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,464 $3.49M 0.64% -150 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,447 $3.49M 0.21% -130 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,357 $3.46M 0.24% -4,044 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,281 $3.44M 0.04% +5,304 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,206 $3.42M 0.11% +1,148 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 12,061 $3.38M 2.49% 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,056 $3.38M 1.66% -36 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,900 $3.33M <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,831 $3.31M 0.01% +483 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,774 $3.3M 0.27% +3,722 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,645 $3.26M 0.7% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,629 $3.26M 0.22% -1,817 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 11,434 $3.2M 0.2% -123 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,269 $3.16M 0.06% +200 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,227 $3.14M 0.25% +379 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11,170 $3.13M 1.14% +3,118 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,160 $3.13M 0.09% +142 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,139 $3.12M 0.2% -10 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,984 $3.08M 0.71% -353 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,979 $3.07M 0.23% +1,678 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,938 $3.06M 1.81% +348 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,923 $3.06M <0.01% +1,747 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 10,896 $3.05M +1,277 Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 10,838 $3.04M 1.46% -248 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 10,798 $3.02M 1.49% -334 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,789 $3.02M 0.04% +731 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,688 $2.99M 2.02% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 10,539 $2.95M 1.05% +310 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,395 $2.91M 0.37% -8 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 10,372 $2.9M 0.25% +1,449 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,364 $2.9M 0.08% +384 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,283 $2.88M <0.01% -175 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,263 $2.87M 0.9% +235 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,247 $2.87M 1.57% -1,077 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,219 $2.86M 0.19% +7,269 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,177 $2.85M 1.48% +112 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,070 $2.82M 0.81% +74 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,063 $2.82M 0.66% -287 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,976 $2.8M 0.07% +3,178 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,938 $2.78M 0.1% +335 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,731 $2.73M 0.01% +2,452 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 9,554 $2.68M 1.36% +554 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,434 $2.64M 0.31% -63 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 9,434 $2.64M 0.04% +122 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,383 $2.63M 0.12% -2,110 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 9,334 $2.61M 2% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,290 $2.6M 0.07% -96 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,218 $2.58M 0.78% +2,068 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,192 $2.57M 2.75% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,126 $2.56M 0.21% -18 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 9,007 $2.52M 0.52% +181 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 8,984 $2.52M 0.28% +504 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,875 $2.49M 0.94% -125 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,647 $2.42M 0.73% +1,689 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 8,632 $2.42M 1.86% -1,022 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 8,495 $2.38M <0.01% +330 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,449 $2.37M 0.01% +293 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 8,441 $2.36M 0.48% +4,005 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 8,343 $2.34M 1.64% -434 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,323 $2.33M 0.21% -121 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,218 $2.3M 0.2% new 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,185 $2.29M 0.84% -43 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 8,170 $2.29M 0.67% -908 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,143 $2.28M 0.03% +3,598 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,109 $2.27M 0.02% -258 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,094 $2.27M 0.03% -238 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,091 $2.27M 0.12% +3,094 13F-HR/A Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 8,085 $2.26M 0.3% -839 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 8,012 $2.24M 1.17% -15 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,005 $2.24M 0.16% -212 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,788 $2.18M 0.38% +23 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 7,779 $2.18M 1.06% +824 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 7,730 $2.16M 0.48% +523 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,692 $2.15M 1.15% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,615 $2.13M 0.04% +597 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,614 $2.13M 0.11% -3,479 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,600 $2.13M 0.2% +27 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 7,588 $2.13M 1.1% +8 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,583 $2.12M 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,562 $2.12M 0.09% +20 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,529 $2.11M 0.56% +205 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,517 $2.11M 0.22% +239 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,499 $2.1M 0.19% +32 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,499 $2.1M 1.61% -1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,382 $2.07M 1.46% +24 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,376 $2.07M 0.35% -87 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 7,376 $2.07M 0.93% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,171 $2.01M 1.12% -343 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,117 $1.99M 0.01% +176 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,084 $1.98M 0.07% -150 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 7,044 $1.97M 1.12% -1,052 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,025 $1.97M 0.66% +1,454 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,022 $1.97M 0.03% +2,521 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,003 $1.96M 1.67% +3,269 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,000 $1.96M 0.01% +1,169 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,995 $1.96M 0.03% +525 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,989 $1.96M 0.15% -598 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,836 $1.96M 0.44% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,953 $1.95M 0.15% +420 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,947 $1.95M 0.29% -236 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,923 $1.94M 0.5% +621 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,903 $1.93M 0.91% -89 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,876 $1.93M 1.75% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,869 $1.92M 0.73% +544 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 6,830 $1.92M 0.53% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,813 $1.91M 0.4% +4,918 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,810 $1.91M 0.17% +313 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,672 $1.87M 0.04% new 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 6,662 $1.87M 0.05% +23 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 6,653 $1.86M 0.95% -20 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 6,494 $1.82M 0.01% +4,820 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 6,460 $1.81M 0.49% -293 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,446 $1.81M 0.05% +279 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,381 $1.79M 0.28% +429 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,651 $1.78M 1.66% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,333 $1.77M 0.02% -268 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,265 $1.75M 0.02% +56 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,259 $1.75M 0.04% +61 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,247 $1.75M 1.56% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 6,230 $1.75M 0.84% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,197 $1.74M 0.57% -9 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 6,160 $1.73M 0.26% +73 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,159 $1.72M 0.05% -277 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,148 $1.72M 0.1% -393 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,139 $1.72M 0.02% +1,802 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,113 $1.71M 0.07% +291 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,954 $1.67M 1.35% +180 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,897 $1.67M 0.24% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,928 $1.66M 0.12% -106 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,869 $1.64M 0.09% -158 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 5,833 $1.63M 1.5% -269 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,815 $1.63M 0.05% +30 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 5,813 $1.63M 0.77% +55 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,793 $1.62M 1.12% -29 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,782 $1.62M 0.27% -551 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,777 $1.62M 0.08% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,740 $1.61M 0.12% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,698 $1.6M 0.12% -4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,088 $1.59M 0.1% +162 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,088 $1.59M 0.54% +250 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,667 $1.59M 0.08% +296 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,667 $1.59M 0.02% +3,928 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,601 $1.57M 0.02% -4,893 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,602 $1.57M 0.42% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,585 $1.56M 0.02% -218 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,581 $1.56M 0.09% -106 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,580 $1.56M 0.13% -990 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,515 $1.54M 0.36% -132 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,480 $1.53M 0.17% +1,280 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 5,475 $1.53M 0.74% +149 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,448 $1.53M 0.06% +26 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,408 $1.51M 0.13% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,408 $1.51M 1.16% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,378 $1.51M 0.39% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,370 $1.5M 0.14% +2,215 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,366 $1.5M 0.02% -216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,327 $1.49M 0.58% -22 13F-HR Timeline