Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 106,817 $23.5M 5.45% +6,050 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 105,979 $23.3M 0.52% +9 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 105,749 $23.2M 0.81% +6,853 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 105,610 $23.2M 0.26% +40,762 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 104,848 $23M 9.75% +45,726 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 104,022 $22.9M 0.42% -4,866 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 103,759 $22.8M 10.2% +13 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 103,214 $22.7M 2.51% +2,065 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 103,146 $22.7M 1% -766 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 103,813 $22.5M 0.09% +3,344 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 102,197 $22.5M 6.32% +1,189 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 101,993 $22.4M 0.22% +271 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 101,764 $22.4M 4.56% +1,651 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 101,713 $22.4M 0.22% -1,327 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 101,623 $22.3M 1.03% -263 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 101,142 $22.2M 0.57% +4,405 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 101,105 $22.2M 0.57% -873 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 100,677 $22.1M 2.84% -34,245 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100,388 $22.1M 7.26% -1,492 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 100,281 $22M 3.07% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 99,543 $21.9M 13.66% +16,058 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 99,388 $21.8M 2.48% +2,402 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 97,982 $21.5M 0.55% +1,172 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 97,959 $21.5M 14.91% +7,858 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 97,957 $21.5M 13.99% -5,900 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 97,721 $21.5M 4.87% +1,840 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 97,097 $21.3M 0.52% +621 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 96,734 $21.3M 0.31% +7,331 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 96,663 $21.2M 5.66% +3,632 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 96,315 $21.2M 4.76% +604 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 96,219 $21.1M 1.85% -578 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 96,040 $21.1M 0.06% +36,711 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 96,027 $21.1M 1.1% -506 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 95,786 $21.1M 1.51% -737 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 94,835 $20.8M 8.34% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 93,741 $20.6M 2.6% -612 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 92,487 $20.3M 0.03% +5,480 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 91,609 $20.1M 0.76% +3,171 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 90,847 $20.1M 7.65% +6,571 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 91,329 $20.1M 0.71% +59,825 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 91,233 $20.1M 0.38% -4,849 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 91,128 $20M 0.97% +49,042 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 90,729 $19.9M 0.39% -6,252 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 90,382 $19.9M 4.42% +86,085 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,352 $19.9M 1.14% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 89,981 $19.8M 1.28% -1,300 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 89,870 $19.8M 0.26% +2,722 13F-HR Timeline Group Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 88,538 $19.5M 12.25% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 88,444 $19.4M 10.85% +69,922 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 88,363 $19.4M 6.07% +154 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 87,953 $19.3M 1.46% +1,914 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 87,865 $19.3M 1.56% +114 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 87,863 $19.3M 1.3% +267 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 87,657 $19.3M 0.91% +1,169 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 86,820 $19.1M 0.26% +17,609 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 86,712 $19.1M 0.33% -2,014 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 86,592 $19M 7.46% +1,449 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 86,318 $19M 4.29% -303 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 81,450 $18.7M 0.43% -986 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 84,297 $18.5M 1.02% +3,034 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 83,148 $18.3M 2% -3,674 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 83,105 $18.3M 0.35% -199 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 82,792 $18.2M 0.07% +31,272 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 82,731 $18.2M 7.06% -1,216 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 82,685 $18.2M 0.26% +15,654 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 81,954 $18M 4.31% -21,836 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 80,375 $17.7M 16.92% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 80,169 $17.6M 2.31% -1,078 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 79,677 $17.5M 1.86% +47 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 79,571 $17.5M 15.96% -1,297 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 79,433 $17.5M 0.15% -2,737 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 78,307 $17.2M 2.78% -446 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 78,040 $17.2M 9.59% +19,346 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 77,878 $17.1M 4.18% -940 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 77,767 $17.1M 2.92% +137 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 76,610 $16.8M 0.14% +3,289 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 76,577 $16.8M 0.1% +19,586 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 76,214 $16.8M 3.86% -232 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 76,162 $16.7M +6,310 Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 76,009 $16.7M 1.4% +1,963 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 75,877 $16.7M 0.26% +2,067 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 75,870 $16.7M 1.97% +4,214 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 75,712 $16.6M 0.75% +5,986 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 75,524 $16.6M 0.77% +3,816 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 98,156 $16.6M 0.4% -36,427 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 75,029 $16.5M 0.24% -86 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 74,567 $16.4M 6.98% -360 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73,637 $16.2M 0.33% +2,421 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 73,591 $16.2M 4.8% -734 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 71,669 $16.1M 3.61% +114 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 72,999 $16M 0.26% +30,413 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 72,778 $16M 0.32% +46,312 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 72,552 $15.9M 0.36% +47,589 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 71,911 $15.8M 10.79% +5,122 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 71,815 $15.8M 0.52% +447 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 71,813 $15.8M 1.22% -458 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 71,710 $15.8M 2.73% +1,910 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 71,525 $15.7M 2.18% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 71,273 $15.7M 0.1% +6,278 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 71,113 $15.6M 0.78% -19 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 70,775 $15.6M 3.14% -2,116 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 69,878 $15.4M 0.27% +453 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 69,186 $15.3M 0.45% +64,539 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 69,213 $15.2M 3.77% +1,605 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 68,769 $15.1M 1.51% +9 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 68,732 $15.1M 0.21% +910 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 68,651 $15.1M 2.4% -1,793 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 68,274 $15M 1.66% -2,486 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 68,060 $15M 7.54% +396 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 67,844 $14.9M 2.32% -482 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 67,759 $14.9M 0.33% -1,328 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 67,000 $14.7M 0.11% +6,276 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 66,712 $14.7M 0.26% +186 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 66,018 $14.5M 7.31% +4,033 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 65,640 $14.4M 0.29% -4,256 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 65,361 $14.4M 2.25% -830 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 64,466 $14.3M 0.03% +54,596 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 64,741 $14.2M 2.5% -4,039 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 64,678 $14.2M 0.25% -844 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 64,318 $14.1M 0.28% -1,269 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 63,078 $14.1M 0.15% -60 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 64,243 $14.1M 1.54% +190 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 64,200 $14.1M 0.29% -3,800 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63,725 $14M 0.79% +183 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 63,584 $14M 0.88% +3,560 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 62,806 $13.8M 1.91% +506 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 62,762 $13.8M 8.41% +263 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 62,502 $13.7M 1.31% +5,288 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 62,389 $13.7M 0.79% -1,473 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 62,081 $13.6M 11.73% +8,802 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 61,839 $13.6M -455 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 61,809 $13.6M 0.27% -452 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 61,783 $13.6M 3.61% +8,546 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 60,352 $13.6M 1.56% +1,393 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 61,608 $13.5M 3.38% +2,321 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 61,499 $13.5M 0.22% -925 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 60,947 $13.4M 4.84% +514 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 60,904 $13.4M 0.79% +333 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 60,770 $13.4M 0.7% +398 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 60,559 $13.3M 2.91% -1,652 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 60,478 $13.3M 9.37% +484 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 60,291 $13.3M 0.19% +1,009 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 59,498 $13.1M 3.8% +1,500 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 59,439 $13.1M 5.08% +6,550 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 59,036 $13M 0.62% -1,788 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 58,915 $12.9M 1.84% +525 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,766 $12.9M 0.26% +1,504 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 58,639 $12.9M 5.05% 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 58,612 $12.9M 11.97% +688 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 58,526 $12.9M 0.77% +2,073 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 58,437 $12.8M 4.14% +766 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 58,395 $12.8M 1.8% +82 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 58,334 $12.8M 0.81% -5,612 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58,017 $12.8M 0.79% -2,751 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 57,747 $12.7M 0.1% -23,147 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56,523 $12.7M 0.26% +2,176 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 57,515 $12.6M 0.53% -521 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 57,500 $12.6M 0.19% +2,787 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 57,233 $12.6M 0.8% +1,858 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 57,147 $12.6M 0.35% +1,288 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 56,640 $12.4M 0.14% +25,524 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 56,459 $12.4M 0.1% -712 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 56,445 $12.4M 0.18% -2,650 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 55,171 $12.1M 0.22% -1,090 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 54,719 $12.1M 1.97% -4,354 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 54,835 $12.1M 1.33% +232 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 54,630 $12M 3.26% -144 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 54,284 $11.9M 0.35% +12,686 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 53,560 $11.8M 11.4% +4,195 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 53,531 $11.8M 0.43% +16,385 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 53,212 $11.7M 0.07% +8,875 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 53,102 $11.7M 6.28% -1,953 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 53,039 $11.7M 0.98% -55 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 52,810 $11.6M 2.68% +881 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 52,754 $11.6M +11,060 Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 52,733 $11.6M 8.13% +193 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 52,630 $11.6M 5.15% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 52,596 $11.6M 1.61% +1,567 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 52,480 $11.5M 1.93% +5,500 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 51,649 $11.4M 9.86% 13F-HR/A Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 51,568 $11.3M 2.15% +3,382 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 51,533 $11.3M 0.06% +5,530 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 51,419 $11.3M 0.85% -34,381 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 51,399 $11.3M 0.19% +1,393 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 51,364 $11.3M 1.3% +4 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 51,205 $11.3M 4.42% +1,305 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 51,034 $11.2M 4.38% +47 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 50,912 $11.2M 0.53% +29,760 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 50,559 $11.1M 0.22% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 50,442 $11.1M 0.86% -9,550 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 50,218 $11M 1.73% +262 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 50,103 $11M 0.18% -727 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 48,446 $11M 10.75% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 49,701 $10.9M 0.06% -1,226 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 49,557 $10.9M 3.07% +28 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 49,477 $10.9M 0.2% -131 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 49,438 $10.9M 0.21% -68 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 48,828 $10.7M 6.53% -1,118 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 48,645 $10.7M 0.66% +1,709 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 48,408 $10.6M 9.15% 13F-HR Timeline