BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 35,260 $10.1M 2.52% +2,180 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 35,213 $10.1M 7.15% +3,226 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 35,083 $10.1M 1.13% +1,412 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 34,861 $10M 4.1% +47 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 34,854 $10M 2.92% -1,558 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 35,575 $10M 0.73% +3,774 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 34,778 $9.99M 8.13% +3,162 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 34,364 $9.87M 0.88% 13F-HR Timeline Group Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 34,350 $9.86M 3.68% +261 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 34,253 $9.84M 2.96% +4,672 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 34,178 $9.82M 2.46% +1,010 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,045 $9.78M 0.31% +101 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 33,769 $9.7M 5.74% -5,775 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,739 $9.69M 0.04% +2,110 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 33,736 $9.69M 3.15% +9,646 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 125,730 $9.69M 2.55% +89,232 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 33,664 $9.67M 1.27% -3,646 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 33,597 $9.65M 3.85% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 33,578 $9.64M 1.17% +3,108 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,487 $9.62M 0.21% +9,074 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 33,764 $9.6M +2,837 Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 33,418 $9.6M 0.76% -950 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 33,268 $9.55M 0.21% -117 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 33,232 $9.54M 0.86% -113 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 33,131 $9.51M 3.71% +174 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 32,867 $9.44M 0.17% -355 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 32,816 $9.42M 0.47% -2,691 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 32,775 $9.41M 1.2% -170 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 32,717 $9.4M 0.61% +1,261 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 32,672 $9.38M 6.57% -412 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 32,439 $9.32M 0.07% +2,439 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 32,273 $9.27M 0.13% +30,473 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 32,272 $9.27M 1.2% -1,743 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 31,925 $9.27M 5.21% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 32,250 $9.26M 4.37% +17,674 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 32,242 $9.26M 3.32% -204 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 32,227 $9.25M 0.83% +247 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 31,987 $9.19M 1.32% -1,308 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 31,971 $9.18M 0.38% +780 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 31,836 $9.14M 2.12% -4,551 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 31,650 $9.09M 3.12% +207 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 31,200 $8.96M 0.72% +2,536 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 31,024 $8.91M 0.57% +2,117 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 31,002 $8.9M 2.14% -433 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 30,907 $8.88M 0.79% -435 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 30,904 $8.87M 3.19% +363 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 30,809 $8.85M 2.13% +5,038 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 30,771 $8.84M +4,774 Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 30,516 $8.76M 0.13% +5,357 13F-HR/A Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 30,432 $8.74M 3.85% +222 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 30,405 $8.73M 0.97% -1,192 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 30,258 $8.69M 0.5% -1,122 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 30,205 $8.67M 3.59% -635 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 30,116 $8.65M 0.47% +4,835 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 29,764 $8.58M 2.37% +1,844 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,828 $8.57M 0.32% +451 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 29,806 $8.56M 5.8% -60 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 28,208 $8.54M 0.77% -512 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,711 $8.53M 0.32% +789 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 29,561 $8.49M 0.13% +646 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 29,523 $8.48M 1.76% +2,583 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 29,462 $8.46M 6.36% +840 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 29,428 $8.45M 0.03% +9,295 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,400 $8.44M 0.01% +24,320 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 29,308 $8.42M 0.45% +92 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 29,127 $8.36M 0.89% -1,066 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 29,038 $8.34M 0.91% +16,576 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 28,850 $8.29M 1.42% -482 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 28,787 $8.27M 1.7% +377 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 28,784 $8.27M 1.06% -495 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,775 $8.26M 0.23% +1,567 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 28,672 $8.23M 4.35% -1,204 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 28,658 $8.23M 4.43% +269 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 28,656 $8.23M 0.11% +4,636 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 28,644 $8.23M 0.35% -894 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 28,635 $8.22M 2.46% +1,033 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 28,542 $8.2M 8.08% +1,202 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 28,378 $8.15M 0.59% -4,839 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 28,371 $8.15M 1.55% -70 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 28,156 $8.09M 7.01% +1,376 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 28,152 $8.08M 0.01% -1,226,903 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 27,817 $7.99M 0.26% +3,810 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 27,806 $7.99M 1.11% +641 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 27,721 $7.96M 2.28% -4,755 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 27,708 $7.96M 2.27% -1,791 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 27,694 $7.95M 3.27% +740 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 27,604 $7.93M 5.34% +1,919 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 27,253 $7.83M 1.81% +396 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 26,810 $7.7M 1.54% +1,450 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 32,594 $7.69M 0.18% +1,293 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 26,699 $7.67M 0.84% -4,526 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 26,675 $7.66M 3.88% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 26,547 $7.62M 1.29% -520 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 26,453 $7.6M 6.8% -42 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 26,241 $7.54M 1.45% -1,104 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 25,925 $7.45M 0.25% -133 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,834 $7.42M 0.35% +1,421 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 25,733 $7.39M 5.2% +303 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 25,660 $7.37M 3.92% +1,329 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,638 $7.36M 0.54% +16,420 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 25,540 $7.33M 1.04% +450 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,535 $7.33M 0.05% -758 13F-HR Timeline Group HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 25,524 $7.33M 7.16% -246 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,469 $7.31M 0.08% -313 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 25,427 $7.3M 0.08% +784 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 25,354 $7.28M 0.9% +938 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 25,351 $7.28M 0.33% +215 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 25,319 $7.27M 1.35% -982 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,289 $7.26M 0.42% -269 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 25,158 $7.22M 3.41% -11 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 24,991 $7.18M 0.34% -594 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 24,983 $7.17M 1.08% +1,925 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,953 $7.17M 0.32% +1,145 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 24,945 $7.16M 3.69% +1,130 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 24,934 $7.16M 0.27% -16,042 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 24,924 $7.16M 2.15% -10,223 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 24,894 $7.15M 1.14% +5,225 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 24,853 $7.14M 1.95% -215 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,825 $7.13M 0.02% -4,472 13F-HR/A Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 24,820 $7.13M 0.83% +747 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 24,793 $7.12M 4.94% -264 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,509 $7.04M 0.8% -5,632 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 23,949 $6.88M 7.57% +845 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 23,889 $6.87M 0.47% -3,200 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,905 $6.86M 0.9% -306 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,732 $6.82M 0.88% +332 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 23,705 $6.81M 0.7% +399 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 23,572 $6.77M 3.62% +109 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 23,410 $6.72M 0.95% +1,626 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 23,328 $6.7M 4.2% +41 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 23,308 $6.69M 2.56% +2,858 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 23,303 $6.69M 2.74% +303 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 23,183 $6.66M 5.41% +4,105 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 23,165 $6.65M 0.21% +1,543 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 22,740 $6.53M 0.96% +11,376 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 22,730 $6.53M 1.61% -931 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,650 $6.5M 0.49% +181 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 22,637 $6.5M 0.36% -407 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 22,611 $6.49M 0.46% +1,550 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 22,607 $6.49M 0.92% -486 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 22,606 $6.49M 1.43% -5,165 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22,515 $6.47M 0.62% +419 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 22,514 $6.47M 1.29% +17,101 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 22,397 $6.43M 4.13% +11,546 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 22,330 $6.41M 0.29% +1,372 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 22,314 $6.41M 3.83% -885 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 22,168 $6.37M 2.67% +2,264 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 22,051 $6.33M 4.14% -28,650 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 21,911 $6.29M 2.31% -1,170 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 21,813 $6.26M 1.06% +5,810 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 19,351 $6.26M 2.18% -905 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,805 $6.26M 0.14% new 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 21,693 $6.23M 2.34% +1,537 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 21,590 $6.2M 0.7% -934 13F-HR Timeline Group Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 21,447 $6.16M 3% +70 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,420 $6.15M 0.11% +45 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 20,925 $6.09M 3.08% -1,350 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 21,207 $6.09M 1.74% -3,408 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 21,019 $6.04M 3% +882 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,005 $6.03M 0.02% +4,720 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 20,830 $5.98M 1.39% -416 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 20,750 $5.96M 5.43% +11,292 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 20,662 $5.93M 2.86% +4,961 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 20,599 $5.92M 0.77% +1,505 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 21,041 $5.91M 1.15% +1,149 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 20,433 $5.87M 3.92% -142 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 20,407 $5.86M 0.18% +1,664 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20,379 $5.85M 2.3% +838 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,308 $5.83M 0.02% -1,466 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 20,286 $5.83M 0.16% -394 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 20,282 $5.82M 4.01% -662 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 20,182 $5.8M 3.94% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,176 $5.79M 0.11% +4,368 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 20,174 $5.79M 0.52% +64 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,143 $5.78M 0.3% -4,034 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,091 $5.77M 0.06% -86 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 20,055 $5.76M 1.18% +13 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 20,038 $5.75M 0.9% -374 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 18,607 $5.74M 2.28% -665 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 19,769 $5.68M 1.28% -1,481 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 19,715 $5.66M 2.11% +490 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 19,683 $5.65M 0.58% +1,612 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,663 $5.65M 0.06% +1,921 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,424 $5.58M 0.03% -1,459 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 19,424 $5.58M 2.74% +511 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,371 $5.56M 2.03% +277 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 19,369 $5.56M 1.38% -41 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,352 $5.56M 1.46% +322 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 19,296 $5.54M 1.52% +1,325 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 19,067 $5.48M 1.24% +415 13F-HR Timeline Ehrenkranz Partners L.P. 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